Kevin Wheeler – Independent Financial Consultant
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:
“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.”
“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.”
“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”
I would just like to thank you for your time during this process. I honestly would not have had a clue what to do and I was very grateful for your continued support.
Especially nudging me when I had forgot to do something or dealing directly with my awkward accountants!
Much appreciated, kind regards”
“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.”
“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.”
“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.”
“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.”
“Sterling & Law helped us through the difficult task of auto-enrolment, taking total responsibility for setting up the scheme, liaising with regulators and our accounting company. They then went on to offer support and advice to the managing team when requested.
This was a real start-to-finish service. They were also successful in communication the benefits to staff in a way which enhanced their relationship with the company.
I would highly recommend Sterling & Law and hope to continue working with them in the future.”
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