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Financial Adviser in Ingatestone – Local IFA

As an experienced, independent financial adviser in Ingatstone, I offer a broad range of services to clients across Essex. My core specialisms cover providing pension & investment advice, Inheritance Tax and estate planning.

Whether you are looking to accumulate wealth, mitigate inheritance tax, invest in a pension or save for your future, I can help.

Why work with an IFA?

There are many reasons and advantages to working with an IFA. Here are just a handful of reasons for having a relationship with an experienced independent financial adviser:

  • Impartial, independent financial advice
  • A client-focused, tailored approach
  • Access to a complete range of products and providers
  • Transparent fee structure
  • Specialist financial knowledge and expertise

You can find out more about the services I offer below.

The financial advice I offer

My experience as an independent financial adviser, offering a range of services, the areas I specialise in include:

Looking to speak to an independent financial adviser?

Call me now on: 0203 740 5856

About Kevin Wheeler – IFA

My career in the financial services industry started over 30 years ago and I joined Sterling & Law in 2014.

I can offer a wealth of experience in both the personal and corporate sectors, in areas such as (workplace) pensions, pension transfers, retirement provision, life insurance, investment and inheritance tax planning.

I am also Sterling & Law’s specialist auto-enrolment project manager, designing, planning and implementing auto-enrolment solutions for employers since the auto-enrolment regulations were introduced in 2012.

I am qualified to Prince 2 Foundation Course standard and have achieved the Pensions Management Institute Certificate in Pensions Automatic Enrolment.

I provide a thorough professional service and aim to develop lasting relationships with my clients. My objective is to demystify the complexities of financial planning and to help clients in a clear and easy-to-understand manner.

I conduct a free, no-obligation, initial financial health check and am happy to meet at your office or home.

I operate in my home county of Essex and central London. Please contact me to arrange your free financial consultation.

Some of my existing clients have kindly offered to give the following reviews of my service:

Ingatestone Testimonials

“We have been using Kevin’s services for over 4 years on a regular basis. His knowledge and experience is invaluable. He is very patient in explaining simply how pensions and investments can be maximised. This advice is always tailored to our circumstances and plans, which he gleans from gentle conversations with us and when those plans change he is readily available and quick to respond to all channels of communication. It is this personal approach that we feel is so important when making decisions that are significant in life”.   Martin & Bernie, Essex

“Thank you for the telephone call.  You were very helpful and explained everything to me in simple terms so hopefully I will be able to get things organised.  Many thanks for taking the time to give me advice”.   Clair, Essex

“Kevin has been fantastic and very patient with us whilst we considered what financial products we wanted to consider and always in our best interests!”.   Colin & Stephanie, Essex

“We have worked closely with Sterling & Law for several years, having first engaged them to advise us with the selection of the most suitable pension scheme for our employees and to assist us with our automatic enrolment duties.

We continue to be extremely impressed and reassured by their very knowledgeable, professional and reliable team.  In particular, Kevin has at all times sought to proactively assist us in keeping our employees well informed and engaged and has proven to be a highly effective and friendly go-between for us and our scheme ensuring that we receive best value and remain compliant.

We are delighted to be able to recommend Sterling & Law to other organisations”. J Hopper, Finance Director at Fulton Umbrellas

“Approaching retirement as a first-time investor, I had lots of questions and worries; Kevin guided me through the whole process with patience and understanding. He is very easy to talk to, gives clear advice and found options that I felt comfortable with. I would highly recommend him as a financial advisor”.   Liz, Essex

“We’ve used Kevin Wheeler as our independent financial advisor for 2 years now and wouldn’t hesitate to recommend him to anyone. His advice has been excellent, always in depth with an impressive background knowledge, yet always geared to our particular circumstance and wishes. Kevin has always treated our consultations with particular attention and endeavour that we have the best advice suited to us, but also ensuring to take the time to ensure we have a good understanding of the implications of any decisions both for us and our family. His consults have always been enjoyable and his manner has always been professional but also friendly. I’d recommend him to anyone wishing for the best independent financial advice”. Steve & Shirley, Essex

“My wife and I were in a muddle with our finances and various pension pots, and were recommended the services of Sterling & Law. From our first contact with Kevin Wheeler (Independent Financial Consultant) we have been looked after extremely professionally and under Kevin’s guidance have made huge steps forward in arranging our finances and investments. We would wholeheartedly recommend the services of Sterling & Law”. Dominic & Kerry, Essex 

“Kevin has kindly been advising me now for a good number of years and I have always found the advice given to be sensible, easy to understand and follow. We meet once a year, and it’s never a chore to talk through the numbers and various options with him. I just hope I may reach retirement before he does!”  Tom, Essex 

“A thorough, earnest, moral guide who made complicated processes straightforward for us. I’d thoroughly recommend”. Tom, Scotland.

“Thank you, Kevin for your professional guidance and help with my pensions. The excellent service provided and your sound advice concerning my financial matters is very much appreciated”.  Lee, Essex 

“Kevin Wheeler assisted me through auto-enrolment and helped set up my personal pension.  His knowledge, experience and patience guided me through an avalanche of information.  Kevin’s advice, which has been and remains tailored to my specific requirements, has always proved accurate and valuable. I am pleased to recommend wholeheartedly both Kevin and Sterling & Law.  Sue, Essex 

“I first Met Kevin in February 2020 for a free consultation regarding my private pensions and how I should best proceed, at this meeting I explained that I did not have any idea how the pension system worked and having several letters from my pension providers only made matters worse as I think they talk another language. At this meeting Kevin spent approximately 2 hours explaining in simple terms how it works and what would be best for me and now I have a fair idea when I receive letters from my pension provider what the content means. He also made things a whole lot easier for me by putting my pensions into one portfolio in with one provider and into different funds. Through the past year or so Kevin has always been on hand should I need to know anything that I was not sure of and steered me in the right direction. Also, through the last year I have had drawdowns (monies) from my pension funds and he has kept me fully enlightened regarding taking money from the funds. I have just received my annual review regarding activities of the past year and to keep him updated with my current status and any changes that may have occurred during the past year. I would like to close by thanking him for all his hard work making things simple for me and would not hesitate recommending him to anyone looking for a Pension Advisor”.  Colin, Essex     

“We found Kevin diligent, efficient, approachable, responsive and patient.  We had a mix of pension funds and soon felt reassured that he was the guide we needed to steer us towards our hopes and ambitions.  I was slightly cynical beforehand about how much an IFA could do for us and am delighted to say he proved me wrong.”  Martin & Margaret, Essex

“Kevin I have to say that the service and the way in which you delivered it has been exceptional, not to mention that it was delivered in a timely fashion.  As I have mentioned to you before we are and always will be financially ‘lost in the wilderness’, so dealing with you was akin to a floodlight at the end of the proverbial tunnel.  Without your help we would be financially worse off now and that is a fact.  Many thanks for all your recent help.”  Kim & Jo, Essex

“Kevin has sourced an income protection policy suited to my needs and I am grateful for his patience and diligence throughout the process. I am assured that with this safety net in place that I can have peace of mind if my circumstances take a turn for the worse”  Caroline, Richmond

“Kevin’s diligent and professional attitude has ensured a smooth and efficient result – appointing Sterling & Law to guide us was the right decision.  We wouldn’t hesitate to recommend them to other employers.”  Peter Nicolle – Consultant, Charter Tax

“We have found Laurence and Kevin to be approachable, reliable, quick to respond on any issues and very much part of the team, and would certainly recommend them to businesses and individuals seeking financial guidance.”  Paul Light – Finance Director, Agar Scientific

“Once we had instructed Sterling and Law…… we had no further worries, every step was taken care of and we were kept fully informed at all times…. I must also thank you Kevin for always being on the end of the phone should we need some advice.”  Gill Burton – Accounts Manager, Theydon Bois Golf Club Ltd

Not having had any experience of managing a company pensions before, I found Kevin (of Sterling and Law), invaluable in assisting Mediadrive in the set up and management of the contributory pension process… Kevin was knowledgeable about the pension platform our firm was to use……. I have found Kevin to be approachable and readily available to assist throughout the whole process.”  Laura – Accounts, Mediadrive

Looking to speak to a local IFA?

Call me now on: 0203 740 5856

Qualifications

Dip PFS

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 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
Very efficient and professional, explained the processes very clearly. My adviser understood what I wanted to achieve, he made things easy to understand and explained the more complex issues in layman’s terms.
KC - Brentwood
5/5
I am very happy with the service Sterling & Law provides. If I have any problems or questions my adviser responds rapidly and always explains things I am not familiar with.
FP - Hertfordshire

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