Wealth Management
A dedicated wealth management service. Helping you accrue wealth, mitigate taxes and protect your assets.
Experienced wealth managers in London, the Home Counties & the South of England.
Contact us today
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
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Wealth management & advice
Looking for a credible, specialist wealth management company? At Sterling & Law, we specialise in helping you manage your wealth more efficiently by offering tailored wealth and investment advice based on your risk profile and unique goals.
Our wealth management services are designed to provide you with the guidance and support you need to achieve your financial and life goals.
Looking for an experienced, local wealth manager?
For a free initial consultation with a wealth manager, call: 020 3740 5856
A trusted wealth management service
Our team of wealth advisers are experienced in working with clients from a variety of backgrounds, and can help you navigate the complex world of accumulating wealth, investing and mitigating taxes.
With a network of wealth advisers across London, the Home Counties, and the South of England, we are well-placed to meet the needs of a broad range of individuals, families and business owners.
Why work with a wealth management company?
At Sterling & Law, our experienced wealth managers are on hand to deliver tailored, personal advice. The benefits of working with a wealth management company include:
- Access to expert advice and guidance
- Personalised investment strategies
- Ongoing support and advice
- Risk management and asset allocation
- Tax mitigation and estate planning
At Sterling & Law, we pride ourselves on being a reputable firm of wealth advisers, with a proven track record of delivering accurate, professional advice to our clients.
Whether you are looking to grow and accumulate wealth, protect your assets, or plan for your retirement, we can help you achieve your financial objectives.
The different types of investments we manage
Our experienced wealth managers specialise in managing a wide range of investment types, including:
- Pensions & tax-efficient investments
- Stocks & shares ISAs & JISAs
- General Investment Accounts, Onshore & Offshore Bonds
- Personal & Corporate Pensions & discretionary Managed Portfolios
- Corporate investing & Venture Capital Trusts
Our wealth managers work closely with clients to understand their investment goals and risk profile, and create customised investment portfolios designed to achieve those goals.
Searching for a wealth planning expert??
For a free initial consultation with a wealth manager, call: 020 3740 5856
Wealth preservation & long-term growth
With a focus on long-term growth and wealth preservation, our investment solutions are designed to help you achieve your financial objectives while managing risk.
Wealth preservation is the process of safeguarding your financial assets and investing for long-term growth. The strategies for wealth preservation may include diversification, asset allocation, tax planning, and risk management.
The benefits of wealth preservation include financial stability, protection against inflation, and the ability to pass on wealth to future generations.
Need wealth management advice and guidance?
If you are looking to speak to an experienced wealth planning and management specialist, schedule a complimentary consultation today!
With a commitment to excellence and a focus on client satisfaction, our wealth managers are dedicated to helping you achieve your financial objectives and realise your full potential.
Contact us today to learn more about our wealth management and advice services, and discover how we can help you achieve your financial goals.
Contact us today
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
Looking for a wealth manager?
At Sterling & Law, we have a network of experienced wealth managers and planners located throughout London, the Home Counties, and the South of England.
Our wealth managers are highly skilled professionals with a deep understanding of the financial markets and a proven track record of delivering results for clients.
Calls may be recorded.
Team Members
FAQs
What is wealth management?
Wealth management is a comprehensive approach to financial planning.
It combines various financial services to meet the needs of affluent clients, including investment advice, tax services, estate planning, and more. The goal is to grow and sustain wealth over the long-term.
What does a wealth manager do?
A wealth manager provides financial advice and investment management services to high net worth clients. Their role is to maximise your wealth and set a plan to help them achieve your financial goals.
Furthermore, mitigating taxes, protecting beneficiaries inheritance, and avoiding IHT through effective estate planning are all services a they should provide.
What questions should I ask them?
We would recommend asking them a bit about who they work with, and how long they have worked in the financial services industry. For example, if you have £250,000 of invested assets along with a property, and they only tend to work with people, who have over £1,000,000 you may not be an important client to them.
You should also ask if the company they represent is FCA regulated.
Is there a difference between a wealth adviser and a IFA?
While both offer financial advice, a wealth manager is typically more focused on managing investments and maximising wealth. They will also have a solid understanding of IHT, and effective tax mitigation strategies.
On the other hand, a financial planner may offer a broader range of financial advice services. This could include cash flow forecasting, equity release advice, business and personal protection policies.
What are the benefits of wealth management?
Wealth management companies offer access to expert financial advice, personalised investment strategies, and comprehensive tax planning services.
Much like other highly skilled professionals like Drs and surgeons, who go through years of training. they are experts in their fields and will help individuals maximise their wealth and achieve their long terms financial goals.
When should I work with a wealth manager?
That’s a great question. Some wealth management companies will only take on clients with significant physical and liquid assets. Nevertheless, others like Sterling & Law, will work with you at any earlier stage of your investment and wealth creation journey.
To offer some balance, people typically start working with a wealth adviser when they have significant assets to protect / invest or a complex financial situation, requiring expert advice.
How much do you charge?
At Sterling & Law, we offer a transparent fee structure.
For ad hoc work we charge a fixed fee. Where we actively manage our client’s wealth we charge a percentage of funds under management.
You can find out more on our page covering our fee structure.
How does wealth management differ from financial planning?
While financial planning focuses on creating a plan to achieve specific financial goals, wealth management is broader, incorporating all aspects of a person’s financial life, including investments, taxes, retirement, estate planning, and more.
It’s a holistic approach usually suited to high-net-worth individuals.
How do I choose a wealth management adviser?
When choosing a wealth management adviser, consider their qualifications, experience, fee structure, and services offered.
Furthermore, make sure they understand your financial goals and can provide tailored strategies, and fully appreciate your attitude to risk.
Lastly, It’s important to have a good rapport and trust in their ability to manage your wealth.
How can wealth planning help me achieve my financial goals
Wealth planning provides a roadmap for your financial future. Additionally, it helps you make informed decisions about investments, tax, retirement, and estate planning.
It can optimise your financial resources, mitigate risks, and provide a structured path to achieve your financial goals.
When should I start the wealth planning process?
It’s never too early to start the planning process.
The earlier you begin, the more time you have to grow your wealth, adjust your plans as necessary, and achieve your financial goals.
An adviser who commits to regular reviews ensures your plan remains aligned with your evolving needs and circumstances.
Do I need professional wealth advice?
That’s very much a question of personal choice and depends on a number of factors.
Professional wealth advice can provide expert guidance, help you make informed decisions, and develop strategies to grow and protect your assets.
At Sterling & Law, our wealth advisers have knowledge and resources that can help navigate complex financial situations and ensure you meet your financial goals.
How can wealth advice help me minimise tax?
Skilled, experienced, wealth managers can provide tax-efficient strategies for investments. Furthermore, they can offer investment income and estate planning services.
Lastly, they understand all relevant laws and regulations and can help structure your finances to reduce tax liabilities, ensure compliance, and optimise your wealth for the long term.
Contact Sterling and Law
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
Frequently asked questions
Here are a handful of questions we are often asked. We hope you find these helpful.
What does a wealth manager do?
A wealth manager provides financial advice and investment management services to high net worth clients. The role of an experienced wealth manager is to maximise their client’s wealth and set a plan to help them achieve their financial goals.
Furthermore, mitigating taxes, protecting beneficiaries’ inheritance, and avoiding IHT through effective estate planning are all services a wealth manager should provide.
What questions should I ask them?
We would recommend asking them a bit about who they work with, and how long they have worked in the financial services industry. For example, if you have £250,000 of invested assets along with a property, and they only tend to work with people, who have over £1,000,000 you may not be ab important client to them.
You should also ask if the company they represent is FCA regulated.
What is the difference between a wealth adviser and a financial planner?
While both offer financial advice, a wealth manager is typically more focused on managing investments and maximising wealth. On the other had, a financial planner may offer a broader range of financial advice services.
This could include cash flow forecasting, equity release advice, business and personal protection policies.
What are the benefits of working with a wealth management company?
Wealth management companies offer access to expert financial advice, personalised investment strategies, and comprehensive tax planning services.
Much like highly skilled professionals like Drs and surgeons, who go through years of training. Wealth managers are experts in their fields and will help individuals maximise their wealth and achieve their long terms financial goals.
When should I work with a wealth manager?
That’s a great question. Some wealth management companies will only take on clients with significant physical and liquid assets. Nevertheless, others like Sterling & Law, will work with you at any earlier stage of your investment and wealth creation journey.
To offer some balance, people typically start working with a wealth adviser when they have significant assets to protect / invest or a complex financial situation, requiring expert advice.
How much money do I need to hire one to manage my assets and wealth?
We would recommend contacting a wealth management services company when you feel the time is right for you.
If you think you are approaching the inheritance tax threshold, that’s a trigger point. If you are looking at tax-efficient investments and have the means to invest, that’s a pertinent time, too.
Furthermore, if you are cash and asset rich, but time-poor, and lead a stressful work life, hiring a wealth manager can take the weight off your shoulders.
