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020 3740 5856

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IFA in Bexley – Independent Financial Adviser

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:

  • Individuals
  • Couples & families
  • Company owners & directors

A local IFA offering bespoke, tailored financial advice

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:

  • Pension advice
  • Investments
  • Retirement Planning
  • Business protection policies

Looking to speak to an IFA in Bexley?

Call me now on: 0203 740 5856

Why work with an independent financial adviser?

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:

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

In the following section of this page, you can find out more about the core services, I offer.

Pension advice

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

Investment advice & management

With extensive industry experience, I advise on and manage a range of investments including:

  • Stocks & shares ISAs & JISAs
  • General Investment Accounts, Onshore & Offshore Bonds
  • Personal & Corporate Pensions & discretionary Managed Portfolios
  • Corporate investing & Venture Capital Trusts

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

Inheritance tax advice

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 

Retirement planning

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

Business protection

Further to offering pension, retirement and investment advice, I  advise and recommend a range of business protection policies.

These include:

  • Relevant Life Cover
  • Shareholder Protection policies
  • Key Person Insurance

Business protection policies help protect shareholders’ families and the business from life’s uncertainties.

Find out more: Business protection

Looking to speak to a local IFA?

Call me now on: 0203 740 5856

About Tony Pearce – financial adviser in Bexley

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.

A broad range of financial services experience

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.

Looking for specialist financial advice?

Call me now on: 0203 740 5856

Qualifications

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 did a grand job on sorting out all my pensions for me which lifted a great weight off my shoulders; also, excellent advice on savings and investments.
HN - Bedfordshire
5/5
Very clear and helpful. My adviser did not try to sell me anything I did not want and got straight to the point. Very clear about charges and offered great advice. I could not have asked for a better service.
GF - Richmond
5/5
I only wish I had approached Sterling & Law years ago, but was worried that financial advice was exclusively for the wealthy. Anything but! They made me with my meagre pension contributions feel very important. Thank you!
SK - Forest Hill

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