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Financial Advice in London City & West End

From this location, Sterling & Law offers a range of financial advice services. Your local financial adviser in London City & West End is Antony Lopex, and IFA with decades of experience in this ever-changing industry.

Antony has been a Senior Wealth Manager at Sterling & Law since June 2000 and is one of our most experienced and trusted advisers.

Antony specialises in retirement and investment advice.

The advantages of seeking independent financial advice

There are many reasons to work with an IFA.

Here is a selection of advantages of seeking professional, independent financial advice:

  • Tailored financial advice focused on your unique goals and objectives
  • Objective and unbiased financial recommendations
  • Access to a wider range of services – unrestricted advice
  • Help with navigating complicated financial matters
  • A relationship with an experienced financial professional

Call Antony today to schedule an initial consultation on: 020 3740 5856

Professional financial advice – a range of services

Antony’s advice focuses on maximising your investment returns, maintaining tax efficiency, and keeping provider charges as low as possible.

These three factors are crucial when it comes to maximising your retirement income needs and investment returns over the long term.

The different types of financial advice in London Antony offers cover:

  • Wealth management
  • Pension advice
  • Investment management
  • Mortgages

You can find a summary of these services in the section below.

Looking for professional financial advice in London City & West End?

Contact Antony today to schedule an initial consultation on: 020 3740 5856

Wealth management

Characteristically, people work with a wealth planner to ensure their assets are invested wisely and they are able to live a financially abundant retirement. Furthermore, mitigating taxes such as IHT, and preserving a financial legacy are reasons people use a wealth management service.

Our wealth management service helps our private and commercial clients with investible assets to develop a plan, aligned with their overall financial objectives.

Pension advice

With people living longer, and ongoing changes to government legislation, seeking pension advice has never been more important. Pensions are one of the most tax-efficient investments and are the backbone of a solid retirement plan.

Our pension advice service helps individuals and couple plan for, save and invest toward the retirement they desire.

Looking for a trusted financial adviser in London City & West End?

Contact Antony today to schedule an initial consultation on: 020 3740 5856

Investment management

This service helps individuals with investible assets make appropriate investment decisions aligned with their attitude to risk and financial goals.

As an independent financial adviser, Antony isn’t tied to small pool of investment funds or providers and can advise on:

  • Stocks & shares ISAs & JISAs
  • General Investment Accounts, Onshore & Offshore Bonds
  • Personal & Corporate Pensions & discretionary Managed Portfolios
  • Corporate investing & Venture Capital Trusts

We offer a free consultation, where we can discuss your plans and goals.

Mortgages

Working with a range of individuals and couples we offer independent advice covering a range of mortgages including:

  • Re-mortgages
  • Buy to let
  • First time buyers

We offer a free consultation, where we can discuss your plans and goals.

Feedback from a trusted source

A retirement specialist, acclaimed by The Guardian for giving ‘best impartial pensions advice’.

Antony says:

“Being singled out by an undercover Guardian journalist for giving the best impartial pensions advice was a wonderful surprise.

I have always tried my best to ensure that all my clients receive that high standard of care, from the very beginning right up to the achievement of their goals.

This, along with great customer service, has been the basis of many excellent client relationships over the years.”

Clear communication and annual reviews

In addition to addressing your immediate needs, Antony will stay in touch with you through annual Zoom or face-to-face meetings to ensure that your plans remain on track.

Antony advises clients at all wealth levels, from high-net-worth individuals with money to invest to those wondering what to do with old workplace pensions or going through a divorce.

Need financial advice in London?

You can contact Antony at any time and he will be happy to discuss your bespoke requirements.

Call him  today on: 020 3740 5856

 

1 Royal Exchange
London
EC3V 3DG

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