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With over 20 years of experience in providing financial advice for high net worth individuals, Becky prides herself on the long term relationships she has built with clients over that time.

As an independent financial adviser, the most important aspect of financial planning for her is really getting to know and understand the needs and aspirations of each client. This results in working with them to ensure the most appropriate solutions are found to achieve their goals and reviewed annually to keep on track.

Becky believes that everyone can benefit from financial planning and that you are never too young or too old to start. A good financial review will encompass all aspects of financial life and is inter-generational, starting from junior ISA’s to inheritance tax planning.

Her expertise is in holistic, goal-based planning, covering the following areas:

Protection – life, critical illness and income protection

Retirement – saving for retirement, taking retirement, pensions, annuities, hybrid solutions

Investments – tax efficiency, inflation proofing, diversifying from cash holdings

Savings – for longer-term goals, children, grandchildren, tax efficiency

Mortgages – residential, buy to let and equity release

Becky is a member of the Women in Business network and loves spending her spare time with friends and family, chauffeuring her two teenage daughters around and walking her unruly dachshund.

Reviews and Ratings for Financial adviser Becky Guy, Stevenage

Qualifications

CEMAP, Dip.FA, ER1

Contact Sterling and Law

If you have a query for us, please fill in this short form. We aim to respond within a few hours.

Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
My adviser is very knowledgeable in the areas of investments and pensions. I found her very thorough and look forward to an ongoing relationship.
AJ - Dartford
5/5
My adviser responded quickly and visited me at home. Very clear and helpful in identifying my needs and attitude to risk. Explained the costs, options and processed the implementation of the plan efficiently.
TN - Kent
5/5
From the word go my adviser was both professional, knowledgeable and quickly understood my particular situation, what I wanted to do and why I wanted to do it. He always responded quickly to the many questions I had, and given the nature of some of those questions he showed a great deal of patience. His advice always had my best interest at their core.
RL - Kent

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