Wealth Management & Financial Planning

in Essex & London

Having a wealth plan is key to ensuring you are making good quality financial decisions for you and your family. Typically, financial advice is product-focused, but wealth planning can ensure that all of your financial affairs are aligned to your goals, objectives, and aspirations.

Looking to speak to a wealth and financial planning professional?

Call me today on 01268 944122.

Alternatively, click the button below to send me an enquiry. 

Wealth Management & Financial Planning

Having a wealth plan is key to ensuring you are making good quality financial decisions for you and your family.

Typically, financial advice is product focused, but wealth planning can ensure that all of your financial affairs are aligned to your goals, objectives and aspirations.

Pension advice

Alongside our homes, pensions are often our largest asset and crucial to our long term security in retirement. We can assist you in navigating the complexities of pension planning.

Investments

With new investment opportunities arising daily, it can be difficult to know where to turn. The expert due diligence and governance of our investment committee can ensure your money is well looked after.

Wealth management & financial planning

Whether you are in the peak of your career or looking to scale down and retire, having your wealth managed in line with a financial plan can provide you with peace of mind and the assurance you are making the right choices with your money.

Estate and Inheritance Tax Planning

Estate planning ensures that your assets distributed properly and passed on as tax efficiently as possible. We can assist you with this by ensuring you make the right plans at the right time, a combination of careful planning and strategic investing can ensure your loved ones receive as much as possible.

Mortgages

Looking to move home? Get on the property ladder? Or find the best deal? Our mortgage experts have a wealth of experience and market knowledge to help find the right mortgage for you.

Business and Personal protection

Protection planning can often be overlooked but making sure our families and business’ are protected in the event of a catastrophe is essential to good financial planning.

Had my first annual review meeting with Paddy from Sterling & Law. As with previous contact he was well prepared, well informed, happy to listen to & answer my questions. Altogether an excellent, professional experience