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Independent Financial Advice in Chelmsford & Essex

Looking for financial advice in Chelmsford?

Get in touch today to discuss your requirements and to schedule a free consultation with your local financial adviser, Daniel Mayman.

Accessible, affordable financial advice in Chelmsford

If you have financial goals related to accumulating wealth, pensions, retirement, or addressing current or future financial worries, Daniel can help. 

Daniel offers a range of financial advice in Chelmsford, Essex to:

  • Individuals
  • Couples
  • Families
  • Business owners

You can find out more about him, and how he can help you throughout the rest of this page.

Advantages of independent financial advice

Working with a local IFA offers a range of benefits and advantages.

Here is a small selection of the reasons to get independent financial advice:

  • Tailored advice dedicated to helping you reach your financial goals
  • Access to a wider range of pensions, investments & other financial services
  • Objective, unbiased, and impartial financial advice & recommendations
  • Help with navigating complex financial matters
  • Peace of mind knowing your financial future is in safe, capable hands

Looking to speak to a local financial adviser?

Contact Daniel today on: 020 3740 5856

The different types of advice Daniel offers

As an experienced independent financial consultant, he offers a broad range of services.

These include:

  • Pension advice
  • Investment management
  • Retirement planning
  • Inheritance tax and estate planning
  • Equity release
  • Later life care funding
  • Mortgages and protection
  • Financial planning

You can find out more about his experience, and how you will work together further down this page.

A local IFA in Chelmsford & Essex

As a local independent financial adviser in Chelmsford, Daniel can help you plan for the future you desire while relieving any concerns you may have about delivering on your long-term plans.

The financial advice he delivers is tailored and aligned with your own specific goals.

Helping you reach your financial goals

To help you achieve your own unique financial goals, Daniel will take the time to understand your personal, family, business and life goals.

From there he can provide detailed financial advice and a plan to help you achieve your aims.

Reacting to a life event

If your need for financial advice is related to a significant life event or change in circumstances, as an experienced IFA, Daniel will handle your situation with care and professionalism.

Independent financial advice – working with Sterling & Law

As mentioned above, the first part of the process in delivering impartial, independent financial advice is a free 1-hour consultation.

This will allow Daniel to provide financial advice, focused on your own unique goals and aspirations.

After the meeting, his role is to deploy his knowledge and experience to deliver the financial advice you need.

Whether that’s a long-term financial plan, pension consolidation, detailed advice in inheritance tax, or more, he will deliver bespoke, tailored recommendations.

Need a financial adviser in Chelmsford?

Call Daniel today on:  0203 740 5856

Pension Advice in Chelmsford, Essex – a trusted, local adviser

For those planning for, approaching or in retirement, Daniel offers an independent pension advice service.

With increasing life expectancies in the UK, many people will need to finance a retirement that lasts longer than the typical 20 years.

Changes in government regulations can make it necessary for individuals and families to rethink their long-term retirement plans.

Considering this, obtaining pension advice may be more essential than ever.

A professional pension advice service

As an experienced financial adviser, Daniel has been offering pension advice in Chelmsford for over 20 years.

His role as a pension adviser is to help you assess your current situation in relation to your overall retirement, wealth goals and later life goals. He will show you how to plan for any shortages and how to achieve your goals effectively.

Daniel’s pension advice service serves people who are actively investing toward their futures, as well as those who are approaching, at, or in retirement. Whether you need specialist pension advice or simply want to combine a variety of existing plans into a single manageable fund, we are here to help.

Contact us now, and one of our pension advisors will reach out to discuss your needs.

Investing in a pension

Pensions are a wise investment for a variety of reasons:

  • Ensuring financial stability during retirement through later life income
  • Offering tax efficiency and being a key component of a well-rounded portfolio
  • Receiving government contributions at your current tax rate in addition to your personal investment
  • Providing corporation tax benefits for business owners who use company funds to invest in a pension
  • Being a crucial part of a secure retirement plan

Pension planning & consolidation

As a seasoned, experienced independent pension adviser, Daniel will create a plan that aligns with your retirement needs and goals.

In addition to providing income during retirement, pensions are tax-efficient investments that offer various benefits.

Effective pension advice and planning helps you:

  • Merge all your current pension plans into one easily manageable fund – aligned with your attitude to risk
  • Assess the overall role any other savings and investments you may have
  • Determine an appropriate risk/return profile
  • Tend to your busy life without the stress of worrying about your retirement

Looking for specialist pension advice in Chelmsford?

Call Daniel today on:  0203 740 5856

What do my clients say about me?

When delivering pension and financial advice in Chelmsford to his clients, customer service is key. Here are just a couple of Daniel’s client reviews.

“Daniel’s experience and knowledge of the daunting world of finance has given me peace of mind to know my money’s working hard for me. Daniel provided all my options, we discussed them with no pressure, so I could make an informed decision. I now have the reassurance that Daniel is reviewing my finances annually. One less thing to worry about!

Mrs. Julie Stevenson, Pleshey, Essex

“Daniel provided a really professional service -he researched the market thoroughly and came up with a solution that exactly matched my needs. His communication was clear and concise and I felt confident that I was being given the best possible advice would highly recommend him and will definitely be using his services in the future.”

Lesley Scott Rankin, Writtle, Chelmsford, Essex

About Sterling & Law – independent financial advisers

Sterling & Law is a firm of Independent Financial Advisers (IFAs). Our adviser in Chelmsford specialises in providing financial planning, pensions, mortgages and investment advice to individuals and businesses in and around the local area and beyond.

Since its founding in 1997, the goal of Sterling & Law has always been to use our expertise to assist clients in navigating the financial world’s complexities. We are enthusiastic about financial advice and prioritize our clients’ needs above all else.

Financial planning with us does not have to be a tedious and complex process. Instead, we aim to make organizing your finances a pleasant and effortless experience. To achieve this, we strive to establish a long-term relationship built on trust with you and your family. You can trust us to deliver.

Impartial, independent financial advice in Chelmsford

As Independent Financial Advisers, we are not tied to any financial institutions.

This means that we are able to provide you with the best possible financial solutions from the whole of the market. 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 advice and service by ensuring that we listen and understand what is important to you, consistently delivering on our promises and keeping you up to date and well informed.

About Daniel Mayman

Daniel Mayman is based in Chelmsford and has clients from all over Essex, Hertfordshire, Bedfordshire and Greater London. He has been in the financial services industry since 1999 and an independent financial adviser with the Sterling & Law Group since 2003.

Daniel works in conjunction with many professionals including accountants, solicitors and estate agents. Often he is asked for more specialised advice; for example, pension sharing on divorce, inheritance tax planning, asset protection, later life care fee planning and equity release mortgages.

A local IFA in Chelmsford, Essex

As an IFA in Chelmsford, Daniel has built a strong reputation across the county and his client base has grown largely by word of mouth –the best endorsement for the quality of service he provides.

His priority is keeping our clients happy; the 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 Daniel is free and he is always happy to come to you. All fees or costs will be agreed with you before you start any chargeable work.

FCA-regulated financial advice

Sterling & Law Group plc is authorised and regulated by the Financial Conduct Authority. Our FCA register number is 216784 and we can be found on the FCA register.

Looking for financial advice in Chelmsford?

Call Daniel today on:  0203 740 5856

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