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Chartered Financial Planner
Pension Transfer Specialist
Independent Financial Adviser
Suite B, Gloverside
23-35 Bury Mead Road
Sterling & Law Hitchin is a North Hertfordshire and Bedfordshire based firm of independent financial advisers (IFA). Our office in Hitchin specialises in providing bespoke independent financial planning, pension, investment, inheritance tax and trust solutions, to individuals and businesses in and around the local area.
Jonathan Smith is the area practice principal and has clients from all over North Hertfordshire including Hitchin, Letchworth, Baldock, Stevenage, Welwyn Garden City, Hatfield, Stotfold, Arlesey, Bedford, Biggleswade and Sandy. Jonathan has worked with Sterling and Law plc since 2003. He has built a close association with the market towns in North Hertfordshire, offering financial advice for the past 20 years. Jonathan works very closely with Accountants and Solicitors to add value to their clients in the search of high quality, independent financial advice; to create and develop a relationship to hold their hand through life’s financial stages.
Helena Wardle is a partner of the Hitchin Practice. She is a Hitchin local with clients in the surrounding areas including Stevenage, Hertfordshire, Letchworth and Stotfold. She makes financial planning simple and builds long term relationships with clients. Helena is highly experienced in Estate Planning and Gifting Advice having been trained at Nationwide Building Society. Her expertise also extends to Savings and Investments, Trust work, Pensions, Mortgages and Protection.
Following the need for expansion of the highly successful Hitchin practice, Becky Guy has joined Sterling and Law. She has 20 years experience in providing financial advice for high net worth individuals and prides herself on the long term relationships she has built with clients over that time.
Becky feels that the most important aspect of financial planning is really getting to know and understand the needs and aspirations of each client and working with them to ensure the most appropriate solutions are found to help them achieve their goals
She has chosen to work with Sterling and Law as she values that the company is committed to the same ethics that she believes in – putting the needs and interests of the client first. Becky has developed solid technical knowledge in providing advice in the areas of protection, investment, pension and inheritance tax planning solutions.
Sterling and Law has built a model offering sound, independent financial advice since 1997. We are not tied to any financial institutions and it is our goal to provide you with the best possible independent financial solutions from the whole market. Being a part of the Sterling and Law group ensures that we have access to the high quality research facilities required to fulfil this objective. Our client-first philosophy places you at the heart of everything we do. Over the years we have worked to provide the highest standards of independent financial advice and customer service by ensuring we listen and understand what is important to you.
As IFAs in Hitchin we have built a strong reputation in North Hertfordshire SG1, SG2, SG3, SG4, SG5, SG6, SG7, SG8, AL1, SG18 and SG19 areas and our client base has grown largely by word of mouth; the best endorsement for the quality of service we provide. Our priority is keeping our clients happy; the independent financial advice you will receive is not just a “one off” but a new beginning, backed up by a lifetime of support and advice.
The first meeting with us is FREE and we are happy to come to you at home or your office. All fees will be agreed with you before we start any chargeable work.
""Jon really took time to understand our needs" "
""Thank you for your attention to detail, whilst helping us for the past 15 years. We truly value your advice""
My adviser responded quickly and visited me at home. Very clear and helpful in identifying my needs and attitude to risk. Explained the costs, options and processed the implementation of the plan efficiently.”
TN - Kent
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