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Wealth Management and Financial Planning advice from Sterling & Law

Although our clients come from diverse backgrounds and have unique circumstances, they have one thing in common: they want to gain clarity on their financial future. Our approach is transparent, actionable and focused on positive outcomes for you.  We will work with you to create a financial plan, developed specifically for your individual circumstances.

Our expertise lies in helping you to identify the type of future you want and how best to achieve it. To do this, we start by listening to your questions, including:

  • Can I afford to retire? If so, when?
  • Will I run out of money?
  • Can we afford to buy the property we have always dreamed of?
  • Will we have enough money to put our children through private education or university?
  • Can we afford to help our children or grandchildren get on to the property ladder?
  • Will we need to downsize and move to a smaller house?
  • Can we afford long-term care for our parents?
  • Can I reduce the tax I pay – and what about inheritance tax?
  • Can I get my finances in order?
  • What would happen if I lost my job or suffered a long-term illness?
  • How would my family cope if I died?
  • Who can I trust to guide me through these complex issues?

Contact us today

If you have a query for us, please fill in this short form. We aim to respond within a few hours. 

How can we help you?

Pop your query over by clicking on the get financial advice button below or request a call back. We would be pleased
to hear from you.

Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
I have known my adviser now for a number of years. It was the best recommendation I have ever had. He rescued me (and my finances) from a poor investment portfolio and turned it around completely.
MI - Ealing
5/5
My adviser spent a lot of time explaining all my options in a patient and professional manner. I don’t think they could have done any better. Very happy overall.
LM - Chelmsford
5/5
Very clear and helpful. My adviser did not try to sell me anything I did not want and got straight to the point. Very clear about charges and offered great advice. I could not have asked for a better service.
GF - Richmond
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