Based in Fareham & Lee-on-the-Solent, Laura Bailey is one of Sterling & Law’s independent financial advisers (IFAs). She offers client-driven financial planning services for a diverse range of clients.
Laura offers a range of financial services including pensions, investments, estate planning Inheritance Tax and mortgage advice. Furthermore, she can advise on and recommend a range of protection policies. This includes income protection, life insurance, critical illness cover, and more.
Operating as an experienced financial adviser in Fareham & Lee-on-the-Solent, Laura works with a range of clients covering:
You can find out more about Laura’s experience and the services she offers to her local clients in Fareham, Gosport and Lee-on-the-Solent throughout this page.
There are many reasons and advantages to working with an IFA. Here is a handful of those:
Call Laura now on: 0203 740 5856
With a comprehensive range of experience, Laure provides financial advice across a broad range of disciplines.
You can find out more about these services below.
For those planning for later life, Laura offers financial advice covering:
Here is a short overview of each service:
The pension advice service Laura offers delivers tailored recommendations aligned with her client’s individual goals, objectives and financial objectives for retirement.
In the UK, pensions offer significant tax advantages.
This makes them an incredibly tax-efficient investment for those saving toward retirement. Furthermore, pensions are often the backbone of a financially independent retirement.
Find out more: Pension advice
Laura’s retirement planning service helps people financially prepare for later life. As a retirement planner, she will work with you to save, invest and plan for the life you desired when you retire.
For those looking to mitigate IHT and preserve their assets, Laura offers services covering:
Here is a short overview of each service
For those looking to mitigate IHT, Laura delivers Inheritance Tax advice to a range of individuals. Her inheritance tax advice service helps to minimise the tax burden on your beneficiaries by utilising various ethical and legal strategies.
To ensure assets are distributed in a tax-efficient way. She can advise on gifting, trusts and wills.
Find out more: Inheritance tax advice & planning
Here are five key things she can help you with:
Laura’s estate planning service helps individuals and families protect their assets and preserve their financial legacy.
Find out more: Estate Planning
With extensive industry experience, Laura advises on a range of investments including:
If you are seeking to accumulate wealth, or generate income from your investments, talk to her today about a free consultation.
Find out more: Investment management
Laura’s role as a local mortgage adviser is to help you to find the right deal for your needs. There are a host of advantages to working with a mortgage adviser. These include:
Laura offers a free consultation, where she can discuss needs and requirements.
Find out more: Independent mortgage advice
Everything starts with a free consultation. Call Laura now on: 0203 740 5856 to request a callback.
Further to offering independent financial advice in Fareham & Lee-on-the-Solent, Laura can advise on and suggest a range of insurances and protection policies.
Contact Laura now on: 0203 740 5856
Laura’s career in financial services started in 2011, since then she has been studying and has achieved the Diploma in Regulated Financial Planning (DipPFS), and is also working towards chartered status.
Laura has recently joined Sterling and Law as a Financial Planner providing advice on a range of areas including Pensions, Investments, Estate Planning (Inheritance Tax) and Protection & Mortgage advice for both residential and buy-to-let mortgages. With over 10 years of experience within the Financial Services industry, she has a high level of rounded knowledge and enjoys technically challenging cases.
She is friendly and is always willing to spend time with clients, helping them to plan for the future and to bring their financial goals within reach.
Call me now on: 0203 740 5856
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