020 3740 5856

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Independent Financial Consultant
T: 020 3740 5856
Sterling & Law - Leicester,
Sterling House,
C2 Chartwell Point,
Chartwell Drive
Leicester
LE18 2FT

Financial Advice in Leicester & Rutland

As an independent financial adviser in Leicester, I help individuals and families gain clarity and plan for the futures they desire.

The role of a financial adviser is often varied. When providing financial planning advice, I tend to focus on the following areas:

  • Bespoke financial advice to help people accrue wealth
  • Helping individuals plan for and save toward retirement
  • Ensuring individuals invest wisely, in line with their attitudes to risk
  • Minimising inheritance tax through bespoke IHT and estate planning
  • Mortgage advice and protection

Looking to speak to a local financial adviser? Call now on 0203 7405856

Independent financial adviser (IFA)

Offering a range of financial advice for individuals and families in Leicester & Rutland, my services are broad and tailored to my client’s needs and objectives.

Bespoke financial planning and advice

As an independent financial adviser in Leicester, I offer bespoke financial advice to a diverse range of individuals and families.

This can include pension and retirement planning, saving towards your children’s education, and helping people adjust their finances during periods of change.

Here is a brief list of some of the areas where my financial planning service helps the clients I work with:

  • Planning for your children’s education
  • Long term wealth planning and management
  • Retirement planning and pensions advice
  • Estate and inheritance tax (IHT) planning
  • Business protection policies
  • Reactive financial planning during periods of change

Mortgage advice and protection

Right now, seeking independent mortgage advice could be critical to managing monthly repayments, and overall affordability. As an experienced independent adviser and mortgage broker, I can scour the market for the best available products for my clients.

To help families negate periods of ill health or unemployment, I can advise on income and mortgage protection policies.

I can advise on:

  • Homeowner mortgages
  • First time buyer mortgages
  • Commercial mortgages
  • Buy to let mortgages
  • Mortgages for individuals with adverse credit

Equity release and lifetime mortgages

I assist individuals and couples looking for detailed, impartial equity release advice. If that’s you, as an independent equity release adviser, I will guide you through the process.

If you meet the qualifying criteria for equity release, I could help you unlock cash from your home without having to sell it and move to another property.

Pensions advice

Pensions are an incredibly tax-efficient investment and are often crucial to receiving income in retirement.

When offering pensions advice, I offer a bespoke service aligned to my client’s individual goals and aspirations for retirement.

Savings and investments

For those looking to save and invest towards a finically independent future, I offer a savings and investment advice service covering:

  • ISAs
  • Investment funds
  • VCTs & EIS
  • Bonds
  • Trusts

As an independent financial adviser, my advice is impartial and aligned with my client’s unique goals and objectives.

Inheritance tax advice and estate planning

Leaving your loved ones and inheritance, or creating a financial legacy is important for many parents, and grandparents.

My IHT advice and estate planning service helps those looking to minimise inheritance tax and maximise what they leave behind for their loved ones.

Inheritance tax is legally and ethically avoidable, when given the right advice by an independent financial adviser.

Looking to speak to a local financial adviser? Call now on 0203 7405856

About Me

I am an experienced mortgage adviser and IFA who has enjoyed a successful career in financial services.

Initially, my emphasis was mortgages and protection, and now I offer a full range of financial advice services in Leicester & Rutland.

I have built strong relationships in my area of focus, Leicestershire – one of the UK’s most diverse counties. My strong interpersonal and multilingual skills have been highly desirable to my clients, leading to trusted relationships, referrals, and repeat business.

 

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