Financial Advice in Bexley: Pensions, Retirement, Inheritance Tax & Investments

Financial Advice in Bexley – Retirement Planning, IHT Pensions & Investments

Looking for financial advice in Bexley? Get in touch today to discuss your requirements and to schedule a free consultation with a local IFA.

Whether you are looking to plan for retirement, need specialist pension advice, or are looking to invest toward your future, we can help. From this location, Sterling & Law offers a range of financial advice, specialising in:

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

Your local financial adviser in Bexley is Tony Pearce.

About Tony Pearce – your local IFA in Bexley

Tony began his career as a financial adviser with Lloyds Bank in 1999 and became an IFAin 2003.

During this time, he has developed long term relationships with his clients built on trust, openness and high quality independent financial advice.

The benefits of getting independent financial advice

Thinking about working with a local financial adviser?

Here are a handful of reasons to get independent financial advice:

• Personalised financial advice tailored to your unique goals and objectives
• Access to a wider range of products and services
• Objective and impartial recommendations
• Help with navigating complex financial matters such
• Peace of mind knowing your financial future is in safe, capable hands

Looking for a local IFA in Bexley and South London?

Contact Tony today on: 020 3740 5856

An experienced, local financial adviser in Bexley

Tony has been a financial adviser for over 20 years. His commitment to his customers is second to none, as is the service he offers.

Here are just a snippet of what his customers say about him:

“He is trustworthy and the ideal person you would wish to help manage your financial affairs”

“Tony Pearce is an exceptional IFA. He’s looked after my interests for many years.”

If you are seeking the advice of a trustworthy expert, contact Tony today to schedule an initial consultation.

Retirement planning, IHT, pension advice & investments

As an experienced IFA, Tony offers a range of financial advice services.

As mentioned above,  the key areas of financial advice he provides cover investment management, pension advice, retirement planning, and business protection.

Working with a diverse range of clients, Tony helps individuals, families and business owners:

• Plan for and secure your ideal retirement
• Select the best investments to meet your own unique goals
• Invest in and consolidate your pensions
• Deal with unexpected changes in circumstance

Looking for financial advice in Bexley, London?

Send us a message today, to request a callback.

Business protection policies

When it comes to offering business protection advice, Tony advises specifically on

• Relevant Life Plans
• Key Person Protection
• Shareholder Protection

All policies are designed to provide financial stability for the dependents and /or the business.

Who Tony works with

Tony can cater for a wide range of clients’ needs, helping them meet their financial goals without making it a complex process.

When providing financial advice in Bexley, typically he works with:

• Individuals
• Couples
• Families
• Business owners

Tony genuinely enjoys helping his clients on a personal, one-to-one basis.

Working with a local financial adviser

Tony provides a free, no-obligation initial review via video conferencing or phone, and he’s happy to visit you during daytimes or evenings in the comfort of your own home where permissible.

He takes a professional, but friendly approach to delivering financial advice and is happy to provide reviews and testimonials from other clients.

Need financial advice in Bexley?

Contact Tony today on: 020 3740 5856

FAQs

Please find below, some additional, helpful information.

How much does it cost to see a financial adviser?

At Sterling & Law, our charging structure is open and transparent. You can find out more by visiting the ‘how we are paid’ section of our site.

To summarise, the first meeting with your financial adviser (Tony) is free. During this meeting, Tony will take the time to understand your goals and requirements. He will then come back to you with a clear plan, along with any costs involved.

After that, we charge a percentage of the funds we manage on your behalf. Ad-hoc work is charged at an agreed hourly rate.

What should I bring to our first meeting?

Great question. It depends on the services you require. Rest assured, Tony will let you know of any information he requires well in advance of you meeting him.

Typically, you’ll need to bring any relevant financial information such as any current pension arrangements and information on your investments. Furthermore, a clear overview of your financial status covering the value of your assets, income, expenditure and any liabilities will be needed to make appropriate recommendations.

Where will I meet my financial adviser?

This is flexible and entirely up to you.

Tony can meet you in person, at your home, or at a local location. Alternatively, you can meet with Tony via a video call (Zoom) if that is your preference.

What services do you offer?

As an experienced financial adviser in Bexley, Tony offers a range of services covering pensions, investments, retirement planning, protection, inheritance tax and estate planning.

How do I choose a good financial adviser?

Here are some tips to help you find a good local financial adviser. Searching online locally is a good place to start. You can ask friends and family for recommendations, but the best way is to search locally and meet with one, like Tony.

When you meet with an IFA, ask them about their experience and how they see the relationship working. You can ask if they have experience helping people like you, and from there you’ll sgtart to see if they are a good fit.