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Financial Advice in Hampshire: Pensions, IHT & estate planning

Our South Coast practice offers financial advice in Hampshire to individuals, families, and business owners. Sterling & Law – Hampshire is headed up by Ian Batterbee, an experienced pension, investments, and inheritance tax adviser.

Furthermore, Ian is a qualified estate planner and works with high-net-worth individuals looking to protect their assets, minimise tax, and secure their financial legacy.

Further to these services, this practice offers a number of other financial services including equity release, mortgages, and retirement planning.

A team of local IFA and financial services professionals

Focused on delivering exceptional customer service, Sterling & Law – Hampshire comprises two experienced financial advisers and a support team who ensure the smooth running of this growing practice.

Based in Fareham and Lee-on-the-Solent, Ian and his team are on hand to help you invest toward retirement, grow your wealth, mitigate taxes, and reach your financial objectives.

A range of financial advice services in Hampshire

To summarise, this practice provides advice on:

  • Pensions & Investments
  • Inheritance tax & estate planning
  • Financial & retirement planning
  • Equity release
  • Mortgages
  • Wealth management

Need financial advice?

You can contact Sterling & Law – Hampshire today by calling 01329 550190.

About Ian Batterbee – IFA in Hampshire

Ian is a highly experienced, effective financial adviser with over 25 years’ of experience.

He is highly adept at understanding a client’s life and financial objectives and consistently applies the most appropriate investment strategies. Rather than taking a generic product based approach, or simply reacting to life events, Ian proactively builds relationships with his clients.

The financial plans he develops are robust, and flexible, helping his clients to navigate their way towards the financial future they desire. Ian is highly effective at communicating complex financial matters to his clients. Through a calm, measured approach, he is also skilled at helping his clients, resist the urge to make emotional and potentially damaging financial decisions.

Looking for financial advice from a trusted IFA?

Ian prides himself on the level of positive customer feedback he receives.

Have a review of Ian’s latest VouchedFor reviews for an insight into the services he provides.

About Laura Bailey – IFA & mortgage adviser in Fareham, Hampshire

Laura’s career in financial services started in 2011 and has achieved the Diploma in Regulated Financial Planning (DipPFS) and is also working towards chartered status.

Laura has recently joined Sterling and Law as a Financial Planner providing advice on a range of areas including

  • Pension advice
  • Investments
  • Estate planning
  • Inheritance tax
  • Mortgage advice

With over 10 years’ of experience within the Financial Services industry, she has a high level of rounded knowledge and enjoys technically challenging cases. She is friendly and is always willing to spend time with clients, helping them to plan for the future and to bring their financial goals within reach.

Getting in touch with the team

For more information on the services Ian and his team offer. you can visit Sterling & Law – Hampshires website on simply call them now on 01329 550190 to speak to a financial adviser.


Sterling & Law - Hampshire,
5a, The Gardens,
PO16 8SS

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