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Independent Financial Advice in Tunbridge Wells

Sterling & Law offers financial advice in Tunbridge Wells to a diverse range of clients. From this location, the services we provide include pensions, retirement planning, and savings and investment advice. Furthermore, our services also cover inheritance tax, wealth management, and financial protection.

Your local contact is Louise Fitzgerald, an experienced financial adviser in Tunbridge Wells, covering Kent and Sussex.

The different types of financial advice Louise provides

As an experienced professional, Louise provides a broad range of financial advice services including:

  • Financial planning
  • Pensions
  • Retirement planning
  • Savings and investments
  • Wealth management
  • Inheritance tax & estate planning
  • Financial protection

Working with a diverse range of clients, the financial advice Louise provides is independent, impartial, and tailored to your own unique goals and aspirations.

Looking for financial advice in Tunbridge Wells?

Louise offers a free, no-obligation consultation, either at her offices or a local location, via Zoom or in the comfort of your own home.

Call Louise today on 020 3740 5856 to request a callback.

About Louise Fitzgerald

Louise is an experienced, local IFA with clients all over Kent and Sussex. She has a diverse client base and offers a variety of financial services.

Furthermore, Louise is committed to providing her clients with independent, unbiased advice and is not tied to any financial institution or product provider. As a result, she can recommend the solutions that are best for your individual needs.

She understands that everyone’s financial situation is different, so she takes the time to get to know each of her clients and understand their goals. She then develops a personalised financial plan that will help them achieve those goals.

Louise is also committed to providing her clients with ongoing support. She regularly reviews their financial plans to make sure they’re still on track, and she is always available to answer any questions.

Her priority is to keep her clients happy and provide them with lifelong support and advice, not just a one-off financial plan.

If this sounds like a relationship you will benefit from, contact Louise today to request a callback.

The benefits of getting independent advice

The benefits and advantages of independent financial advice are vast. Here is a small selection of reasons to seek financial advice from an IFA:

  • Objective and unbiased financial recommendations
  • Access to a wider range of pensions and investments – unrestricted advice
  • Tailored financial advice focused on your unique goals and objectives
  • Help with navigating complicated financial matters
  • A relationship with an experienced financial professional

Looking for a local adviser?

Call Louise today on 020 3740 5856 to request a callback.

Impartial, independent financial advice in Tunbridge Wells

Louise is an Independent Financial Adviser (IFA), which means she is not tied to any financial institution. This means she can provide you with impartial financial advice that is tailored to your individual needs and goals. As a result, she has access to the whole of the market and can, therefore, find the best possible financial solutions for you.

A trusted, local financial professional

Louise provides personalised financial advice that is tailored to your unique wealth, life, and retirement goals. Her goal is to partner with you and provide expert financial advice to help you succeed and achieve your life’s objectives.

Here are just a small selection of Louise’s client testimonials.

“Louise made us feel so comfortable talking about our finances and offered us a personal bespoke service. We look forward to using your services again.”

“I highly recommend Louise. She is extremely competent, professional, and kind. I am grateful for her help and will surely use her services again in the future.”

“Louise was great at advising is with life insurance and income protection and helping us to project our finances for next year, when we plan to move house. She made us feel so comfortable talking about our finances and has offered us a personal bespoke service. We look forward to using her services again.”

“I would thoroughly recommend Louise. Her understanding of my questions was spot on with the advice given that was extremely helpful and empowering too. I’m so glad I reached out. I’m confident I will be back in touch with Louise as required! Thank you again!”

“Louise was very clear and concise in the advice she gave us. She was very helpful and very patient with our questions. Thank you!”

Accessible, affordable financial advice

Louise’s process for providing specialised, impartial, independent financial advice begins with a free initial consultation. This allows her to understand your specific goals and needs, so she can provide tailored guidance.

After the initial consultation, Louise will use her expertise and experience to give you the financial advice you need, whether it’s creating a long-term financial plan, offering pensions advice, helping with inheritance tax and estate planning, or providing investment recommendations and management. Louise’s personalised recommendations will be tailored to your unique situation.

Working with Louise

Your first meeting is free and without obligation (all fees will be agreed with you in advance). You can choose to meet via Zoom, at your home, or at a local location.

Louise will give you a financial health check to better understand your individual circumstances.

Any recommendations she makes will be from the whole of the market, which means you’ll receive impartial, independent financial advice.

Need advice? Request a no-obligation consultation today!

Everything starts with a free, no-obligation consultation. To request a callback, call Louise today on 020 3740 5856 or send us an enquiry today.

 

Sterling & Law - Tunbridge Wells
16 Mount Pleasant Road,
Tunbridge Wells,
Kent,
TN1 1QU

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