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Independent Financial Advice in Essex (Gidea Park)

Sterling & Law is a firm of Independent Financial Advisers. From this location we offer financial advice in Gidea Park, Essex, specialising in:

  • Pensions
  • Inheritance Tax (IHT)
  • Investment advice

In addition to these key areas of specialism, we also provide financial advice covering

  • Financial planning
  • Mortgages
  • Estate planning
  • Wealth management

Typically we work with high net worth individuals, couples, and business owners.

The benefits of seeking independent financial 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:

  • Tailored financial advice focused on your unique goals and objectives
  • Access to a wider range pensions and investments – unrestricted advice
  • Objective and unbiased recommendations
  • Help with navigating complicated financial matters
  • Help and support during periods of financial uncertainty

Looking for financial advice in Essex?

Contact us today on: 01708 741 860

About Bradley Jones – a trusted financial adviser in Essex

Bradley Jones DipPFS, Cert CII(MP) is the Gidea Park practice principal and has clients from all over Essex and Greater London.

Bradley also works in conjunction with other local professionals including accountants and solicitors.

He has been an independent financial adviser with the Sterling & Law Group since 2001 and has worked in banking and financial services for over 25 years.

Pension advice, IHT & financial planning services

Bradley writes on the principles of good financial planning and has recently posted a paper on Long Term Care Planning on our website.

His knowledge and expertise also extends into:

  • Financial planning
  • Inheritance Tax advice
  • Pensions

Find out more about his financial planning, IHT, and pension advice services below.

Financial planning for businesses (including employee benefits)

Financial planning is a crucial aspect of running a successful business as it helps to ensure stability and growth through proper budgeting, forecasting, and decision-making based on financial data.

Furthermore, we also work with business owners, offering financial planning services to help them plan for retirement, mitigating IHT and other taxes.

Inheritance tax and trust planning

Inheritance tax and trust planning are important considerations for individuals and families.

IHT advice and planning helps those looking to protect their assets and ensure a smooth transfer of wealth to future generations.

Furthermore, Bradley’s inheritance tax advice service will help minimise the impact of taxes and other liabilities.

Pension advice

Getting pension advice from a professional financial adviser can greatly benefit individuals and couples.

As an experienced pension adviser, Bradley will provide personalise strategies for:

  • Maximizing retirement savings
  • Managing risks
  • Saving toward financially independent retirement
  • Mitigating corporation tax (business owners)

Looking for an experienced, local IFA in Essex?

Contact Bradley today on: 01708 741 860

Working with an IFA – impartial financial advice

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.

Offering the highest standard of financial advice

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.

Independent financial advice covering Gidea Park, Romford, Hornchurch & Upminster

We have built a strong reputation in Gidea Park and in:

  • Romford
  • Hornchurch
  • Upminster
  • Brentwood

The first meeting with us is free and we are happy to come to you. All fees will be agreed with you before we start any chargeable work.

Working with a diverse range of clients

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 and the advice you will receive is not just a ‘one off’ but a new beginning backed up by a lifetime of support and advice.

FCA-regulated financial advice in Essex

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.

Need financial advice?

Contact Bradley today on: 01708 741 860


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