Ian Batterbee: Financial Adviser in Hampshire – Pensions, Inheritance Tax & Equity Release

Independent Financial Adviser in Hampshire

Based in Lee-on-the-Solent and covering Hampshire, Ian Batterbee is one of Sterling & Law’s most experienced independent financial advisers (IFAs). He offers bespoke, tailored wealth management and financial planning services for a diverse range of clients.

As an experienced financial adviser in Hampshire, Ian offers a range of financial services, with a specific focus on:

• Pensions
• Estate planning & Inheritance Tax
• Equity release

One of Ian’s key skills is communicating complex financial matters in easy-to-understand terms. He is focused on helping people achieve their desired retirement lifestyle, accrue wealth and minimise tax.

A local IFA in Hampshire offering a range of services

Furthermore, his experience covers a broad range of disciplines covering:

• Wealth management
• Investment advice
• Financial planning

Operating as an experienced financial adviser in Hampshire, Ian works with a range of clients covering:

• Individuals
• Couples
• Families
• Business owners

You can find out more about Ian’s experience and the services he offers to his local clients in Hampshire throughout this page.

Working with an independent financial adviser

There are many reasons and advantages to collaborating with an independent financial adviser. Here are a handful of those:

• Unbiased independent financial advice
• A client focused, and tailored approach
• Transparent fee structure
• Specialist financial knowledge and expertise
• Access to the whole of the investment market
• Minimising tax – legally and ethically

Looking for a financial adviser in Hampshire?

Call me now on: 0203 740 5856

A full range of financial services in Hampshire

With unrivalled industry experience, Ian provides financial advice across a broad range of disciplines.

You can find out more about these services below.

Pension advice

As an experienced pension adviser, Ian’s role is to help you plan for and invest toward your ideal retirement. The pension advice service Ian offers delivers tailored recommendations aligned with your individual goals, objectives and financial objectives for retirement.

In the UK, pensions are an incredibly tax-efficient investment Furthermore, pensions are often the backbone of a financially independent retirement.

Find out more: Pension advice

Estate planning & inheritance tax

For those looking to mitigate IHT and preserve their assets, Ian offers services covering:

• Estate planning
• Inheritance Tax

Here is a short overview of each service

Inheritance Tax (IHT)

For those looking to reduce IHT, Ian delivers Inherit ace Tax advice to a range of individuals. Her inheritance tax advice service helps to reduce the tax burden on your beneficiaries by using various ethical and legal strategies.

Find out more: Inheritance tax advice

Estate planning

Ian’s estate planning service helps individuals and families protect their assets and preserve their financial legacy.

Here are five key things he can help you with:

• Creating wills and trusts to distribute assets after your death
• Minimising taxes and other fees to preserve the value of your estate
• Appointing guardians for minor children or dependents
• Planning for incapacity or disability with powers of attorney and healthcare directives
• Navigating complex legal and financial issues to protect your loved ones and their inheritance

Ian is a qualified estate planner, having recently received the STEP Certificate for Trusts & Estate Planning.

Find out more: Estate planning

Equity release advice

Equity release provides an option to access the equity in your property. If you meet the qualifying criteria, Ian can help you release equity from your home.

With equity release, you have the freedom to use the funds however you wish. Many people opt for equity release to renovate their homes, pay for vacations, or travel.

If you’re seeking unbiased advice on equity release, reach out to Ian today for a complimentary consultation.

Find out more: Equity release

Looking for financial advice from a local IFA in Hampshire?

Call Ian now on: 0203 740 5856

Additional financial services Ian offers

Further to his core specialism, Ian provides financial advice covering:

• Wealth management: helping people accumulate wealth, mitigate tax and make shrewd investments aligned with their attitudes to risk
• Investment advice: advising on a range of savings and investments such as ISAs, pensions, general investment accounts, Venture Capital Trusts, and more
• Financial planning: helping individuals and families achieve the lives they desire through developing and tailored, detailed financial plan

About Ian Batterbee – IFA in Hampshire

Ian is a highly experienced, effective financial adviser with over 25 years of experience. He is highly adept at understanding a client’s life and financial objectives and consistently applies the most appropriate investment strategies.

Clear communication & expert financial advice

Rather than taking a generic product-based approach, or simply reacting to life events, Ian proactively builds relationships with his clients.

Ian is highly effective at communicating complex financial matters to his clients. Through a calm, measured approach, he is also skilled at helping his clients resist the urge to make emotional and potentially damaging financial decisions.

The financial plans he develops are robust and flexible, helping his clients to navigate their way toward the financial future they desire.

Need a local financial adviser?

Call Ian now on: 0203 740 5856