020 3740 5856
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
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As a local, independent financial adviser in Bexley, my clients have access to a broad range of services. Although my service offering is broad and backed by years of industry expertise, I specialise in a number of key areas of financial advice.
My key areas of specialism cover pensions and investments, retirement planning and business protection advice.
Typically, I work with a diverse mix of clients, including:
Working as a local independent financial adviser (IFA), to help my clients reach their desired financial and life goals, the advice I provide is tailored to an individual’s needs. Everyone’s plans are different and my advice is aligned with my client’s own requirements
My status as an IFA means I am committed to acting in my client’s best interests, not mine.
The services I offer as a financial adviser in Bexley are:
Call me now on: 0203 740 5856
There are many reasons and advantages to working with an IFA. Here is a snapshot of the reasons for having a relationship with an experienced independent financial adviser:
In the following section of this page, you can find out more about the core services, I offer.
Pensions offer significant tax advantages. Furthermore, they are often the backbone of a financially independent retirement.
My pension advice service is aligned with my client’s individual goals and aspirations for retirement. I take the time to understand my client’s goals and attitude to risk. This means the pension advice provided is tailored to the client’s needs.
Pensions offer significant tax advantages. Furthermore, they are often the backbone of a financially independent retirement.
Find out more: Pension advice
With extensive industry experience, I advise on and manage a range of investments including:
Everyone’s investment and wealth goals are unique. Therefore, my investment advice is completely tailored to my client’s desired long term outcomes.
Find out more: Investment management
Working your way through the complex nature of inheritance can be daunting. However, by working with a professional like myself, we can help to address these concerns. If you’re seeking expert inheritance advice in Bexley, you’ve come to the right place. I will work with you to uncover any relevant strategies for reducing or avoiding inheritance tax.
As a result, I can offer you tailored guidance to reduce IHT and help your loved ones benefit the most from your legacy. If you are concerned about the impact inheritance tax may have on your family or beneficiaries, contact me today to schedule a complimentary consultation.
Find out more: Inheritance tax advice
My retirement planning service helps people financially prepare for later life. As an experienced financial adviser, I help my clients save, invest and plan for the retirement they desire.
We all have our own plans for retirement. Our goals are unique and aligned with our own wants and desires. Therefore, I work with my clients to help them achieve their own plans for retirement.
Find out more: Retirement planning
Further to offering pension, retirement and investment advice, I advise and recommend a range of business protection policies.
These include:
Business protection policies help protect shareholders’ families and the business from life’s uncertainties.
Find out more: Business protection
Call me now on: 0203 740 5856
I began my career as a financial adviser with Lloyds Bank in 1999 and became an Independent Financial Adviser in 2003, in this time I have been developing long-term relationships with my clients built on trust, openness and high quality of service.
With my qualifications and experience in areas such as Investments, Retirement Planning, and Protection I can cater to a wide range of client requirements helping them meet their financial goals without making it a complex process and I genuinely enjoy helping my clients on a personal, one-to-one basis.
I provide a free, no-obligation initial review via video conferencing or phone, and I’m happy to visit you during daytimes or evenings in the comfort of your own home when permittable.
Call me now on: 0203 740 5856
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
Sterling and Law is a trading name of Sterling and Law Group plc which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 216784 Sterling and Law Group plc | Registered Address: 1 Royal Exchange | London | EC3V 3DG | Registered in England, No. 4390539 The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
