As an experienced, independent financial adviser in Essex, I provide a range of services to a diverse client base. My role as an IFA is to help you plan for the financial future you desire.
The independent financial advice I deliver is tailored and aligned with your own unique life and wealth goals.
As an independent financial adviser in Essex, I offer tailored advice – my independence means I will always work in your interests, not mine.
Here are just a few of the reasons to work with an independent financial adviser (IFA) :
Contact me today on 01708 741 860 to start the process. I offer a complimentary consultation whereby I can take the time to fully establish your needs, goals, and financial aspirations.
I have been an independent financial adviser in Essex for over two decades.
Working with a broad range of clients, the financial advice I provide covers:
Here is a summary of the services I offer. Whether you are planning for retirement, accumulating wealth or require pension or investment advice, I can help:
My professional pension advice services offer guidance on the most suitable plans and investments to help you reach your retirement goals.
Tailored pension advice will help you to align your goals and retirement objectives alongside your attitude to financial risk.
Whether you are investing toward, approaching or in retirement, as an experienced pension adviser, I can help.
Find out more: Pension advice
My inheritance tax advice service aims to minimise the IHT burden on your beneficiaries by utilising various ethical and legal strategies. This can include gifting, trusts and Wills to ensure assets are distributed in a tax-efficient manner.
With inheritance tax planning, I always advise starting the process early. The process can be complex, however, rest assured I will guide you seamlessly through it.
Find out more: Inheritance tax planning
My investment advice and management services offer specialist guidance on the most suitable investments for your needs. Risk tolerance, portfolio diversification and asset allocation, among other factors, wll help achieve your financial and wealth goals.
I have been an independent financial adviser in Essex for a number of years. If you are looking for tailored, professional investment advice, I am on hand to help.
Find out more: Investment management
If you are looking for an experienced financial planner in Essex, I can help. My financial planning and advice service involves creating a comprehensive plan that focuses on all aspects of your current finances and long term goals.
My financial planning service helps with budgeting, debt management, savings, investments, retirement and estate planning.
Find out more: Financial planning advice
My wealth management services provide comprehensive financial solutions to high net worth individuals. This includes, but not limited, to including investment advice, financial planning, tax management and estate planning.
As an experienced financial adviser in Essex, I will help you to grow and protect your assets while achieving your long-term financial objectives.
Find out more: Wealth management
Looking for an estate planning specialist? My estate planning service involves creating a plan for the distribution of your assets after death to ensure your wishes are fulfilled.
The estate planning process helps minimise IHT liabilities and protect your family’s future by securing your financial legacy.
Find out more: Estate planning
I have been an independent financial adviser with Sterling & Law since 2001. I have a wealth of experience, having worked in financial services since 1990 and coming from a banking background.
I have built up an enviable knowledge of the mortgage, finance, corporate and protection markets, but my expertise has developed into more specialist pensions, investment and inheritance tax work in recent years.
I also help head up Sterling & Law’s compliance department and advise on the regulation of our business.
Whether your needs are personal or business-related, or you need protection, finance, or investment advice, I offer excellent knowledge and breadth of view.
Contact me today on 01708 741 860 to start the process.
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