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Independent Financial Advice in Stevenage

Looking for financial advice in Stevenage, Hertfordshire?

As a professional, local independent financial adviser (IFA), Becky has been serving the Stevenage & Hertfordshire area for a number of years. Her clients come from a wide range of backgrounds, and she offers a range of financial advice services.

When providing financial advice in Stevenage, Becky’s primary focus is to help you achieve your desired future for yourself, your family, and those close to you.

To do this, she offers personalised financial advice that is customised to your specific wealth, life, and retirement goals. 

Benefits of independent financial advice

There are many reasons to work with an IFA. Here is a selection of 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 for financial advice in Stevenage?

You can find out more about the services Becky offers throughout this page.

Pension advice & retirement planning

Working with a diverse range of clients, her areas of specialism include:

  • Pension advice – helping you save and invest toward your ideal retirement
  • Retirement planning – ensuring you live a financially free retirement

Looking for a local retirement and pension adviser?

Call Becky today on:  0203 740 5856

Other types of financial advice I offer

In addition to my specialist areas of financial advice, Becky also provides services covering:

  • Protection – life, critical illness, and income protection
  • Retirement – saving for retirement, taking retirement, pensions, annuities, hybrid solutions
  • Investments – tax efficiency, inflation proofing, diversifying from cash holdings
  • Savings – for longer-term goals, children, grandchildren, tax efficiency
  • Mortgages – residential, buy-to-let and equity release

Becky provides tailored financial advice for

  • Individuals
  • Couples and families 
  • Business owners and company directors.

Her aim is to work with you to provide expert financial guidance and support as you pursue your life objectives.

Accessible, affordable independent financial advice

One of the first steps in Becky’s approach to delivering specialised, independent financial advice is a free one-hour consultation. This allows her to offer direction that is tailored to your particular financial objectives and lie aims. 

After the initial consultation, she will utilise her skills and experience to give you the financial advice you need.

Planning for the future & reacting to life’s uncertainties

As an independent financial consultant, Becky provides financial advice and guidance, tightly tailored to your specific needs, life goals and objectives.

If you are in need of financial advice due to a change in circumstances or a significant life event, Becky will handle your situation with compassion, professionalism, and confidentiality.

Her aim is to give you the financial advice you need to make informed life choices and accomplish your goals.

A complete range of financial advice services

As an experienced professional, Becky provides a wide range of financial advice services, including:

  • Pension advice, planning, and consolidation
  • Investment management
  • Retirement planning and advice
  • Inheritance tax and estate planning
  • Financial planning
  • Wealth management

Looking for an experienced financial adviser in Stevenage?

Call Becky today on:  0203 740 5856

Working with Sterling & Law

Looking for accessible, affordable financial advice? Look no further than Sterling & Law.

Our team is dedicated to making the process of financial planning simple and stress-free. We prioritise building strong, lasting relationships with our clients and are committed to meeting your financial needs and goals.

As a financial adviser in Stevenage, Hertfordshire, Becky has the expertise to offer personalised financial advice to individuals, couples, and families.

Whether you want to grow your wealth, prepare for retirement, or address any other financial concerns, Becky is here to help. Let her assist you in achieving financial success and peace of mind.

Pension Advice in Stevenage & Hertfordshire

As an independent financial adviser with many years of experience, Becky offers pension advice in Stevenage, Hertfordshire, and retirement planning services to clients at different stages of their financial journey

As an experienced adviser, her role as a pensions specialist is to assist you in evaluating your current financial status, including your retirement savings, wealth, and long-term income goals. Together, you can identify any gaps and create a strategy for saving and investing to reach your retirement income goals.

Pension planning and consolidation

No matter where you are in the process of investing in a pension, or planning for retirement – just starting, already retired, or somewhere in between – Becky can help you make informed decisions about you’re the steps you need to take.

She provides specialised pension advice and helps you consolidate multiple pension funds into a single, easy-to-manage plan.

Please don’t hesitate to contact Becky if you need expert, independent pension advice.

The advantages of pension planning

There are several ways in which effective pension advice and planning can benefit you:

  • Combining all your current pension plans into one easy-to-manage fund that matches your risk appetite
  • Evaluating the role of your other savings and investments
  • Determining a risk/return profile that is suitable for your needs
  • Enabling you to concentrate on your busy life without stressing about your retirement

A dedicated pension advice service

For individuals, families, and business owners at all stages of retirement, Becky offers an independent pension advice service.

As life expectancy in the UK continues to increase, it’s becoming more common for people to need to finance a retirement that lasts longer than the traditional 20 years. Changes in government regulations may also require you to reassess and evaluate your long-term retirement plans.

Given these considerations, it’s more important than ever to seek out pension advice to help ensure your financial security during retirement.

Looking for pension advice in Stevenage & Hertfordshire?

Call Becky today on: 0203 740 5856

The benefits of investing in a pension

There are several reasons why pensions can be a good investment for retirement. Some benefits to consider include:

  • A regular income stream during retirement
  • Tax advantages – personal and business
  • Potential employer contributions
  •  Lump sums

When it comes to choosing a pension plan, it’s important to carefully evaluate your options and consider your individual circumstances, risk tolerance, and financial goals. Becky will work with you to identify the plan that is right for you.

Start investing for retirement early

Finally, it’s a good idea to start saving for retirement as early as possible in order to maximize the potential growth of your pension and increase your financial security in the long term.

Client reviews and testimonials

Ensuring outcome-centric customer support is a key focus when giving pension and financial advice to my clients. Here are a few reviews from Becky’s growing bank of happy customers:

“Becky talked through my options and advised where it was beneficial to look to transfer a pension and what I needed to look out for before considering this. I received excellent advice from Becky and she explained everything in a manner that was easy for me to understand.”

“Becky has offered sound advice and I am now reassured that I am financially in a healthy position to allow me to enjoy my retirement without worrying about the future.”

About Sterling & Law

Sterling & Law was established in 1997 with the goal of deploying our knowledge and financial experience to assist clients in navigating the financial world’s complexities.

We are enthusiastic about offering financial advice and prioritize our client’s needs above everything else. To fulfil this promise, we strive to build long-term trust-based relationships with you and your family. You can rely on us to fulfil our commitment to you, our customer.

About Becky Guy – retirement & pension advice in Stevenage, Hertfordshire

With over 20 years of experience in providing financial advice for high-net-worth individuals, Becky prides herself on the long term relationships she has built with clients over that time.

As an independent financial adviser, the most important aspect of financial planning for her is really getting to know and understand the needs and aspirations of each client. This results in working with them to ensure the most appropriate solutions are found to achieve their goals and reviewed annually to keep on track.

Becky believes that everyone can benefit from financial planning and that you are never too young or too old to start. A good financial review will encompass all aspects of financial life and is inter-generational, starting from junior ISA’s to inheritance tax planning.

Becky is a member of the Women in Business network and loves spending her spare time with friends and family, chauffeuring her two teenage daughters around and walking her unruly dachshund.

Looking for financial advice in Stevenage & Hertfordshire?

Call Becky today on:  0203 740 5856

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