Independent Financial Advice in Hampshire

Independent financial advice services

At Sterling & Law – Hampshire, we offer accessible, affordable independent financial advice in Hampshire.

Our local, independent financial advisers in Fareham & Lee-on-the-Solent will help you plan for the future you desire, whilst taking away any worries and enabling you to enjoy living for today. Our financial advisers will take the time to understand your personal, family, business & life goals, and any concerns you have about achieving them.

Following a free, no obligation 1-hour consultation, our skilled, local IFAs  will then work with you, to form a plan to help you achieve your life goals or deal with your immediate needs for yourself, your loved ones, or your business.

Why seek independent financial advice?

There are many benefits to seeking independent financial advice. Here is just a handful:

• Achieving your financial goals and objectives
• Unbiased, independent advice tailored to your needs
• Navigating complex financial situations with expert insights
• Focussing on long-term financial planning
• Planning for retirement via pensions and investment advice

You can find out more about our service throughout this page.

Our key services cover pensions, investments, inheritance tax, estate planning and advice on equity release.

Testimonials

Accessible, affordable independent financial advice in Hampshire

Whether you are focused on accumulating wealth, planning for retirement, looking to consolidate your pensions, or focused on some immediate or long-term financial concerns, our local IFAs can help.

If you are seeking independent financial advice independent financial advice in Hampshire, find out more about our services below. 

Independent financial advice in Fareham & Lee-on-the-Solent

The team at Sterling & Law – offers local financial advice services in Hampshire from two locations – Fareham & Lee-on-the-Solent.

Navigate to your nearest office location below to find out more about our services, office amenities and to get directions.

Experienced independent financial advisers

Impartial, customer-focused financial advice in Hampshire. Helping you navigate through each stage of your financial life.

IFAs based in Fareham & Lee-on-the-Solent

Our experienced, independent financial advisers help individuals and business owners with a range of financial matters.

This could be saving for retirement, planning for children’s private school fees, or mitigating inheritance tax.

Furthermore, helping respond to life situations, such as death or divorce, is where a financial adviser will play a crucial role in helping those impacted.

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Other financial advice services in Hampshire

Looking for a new mortgage or protection policy? Find out how the team at Sterling & Law – Hampshire can help you today!

Mortgage advice

At Sterling  Law – Hampshire, we offer a range of mortgage advice for:

• First time buyers
• Re-mortgages
• Landlord and property investors

Find out more about how our independent mortgage advisers can help you.

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Customer Testimonials 

See what some of our customers have to say about Sterling & Law’s financial advice services.

Looking for independent financial advice in Hampshire? 

Fill in the form below to request a call back from one of our expert, independent financial advisers.

Frequently asked questions 

Please find below a concise selection of some the questions we are often asked by those looking for financial advice.

I need financial advice. Do I have to pay for an initial meeting?

Your first meeting is complimentary, so no charge at all. This meeting is part of an information-gathering and fact-finding process.We use this time to get to know your own objectives and requirements. From there, we will inform you of our fees and any charges to use our financial advice services.

How much does financial advice cost?

The cost of financial advice varies depending on a range of factors. When managing your investments or wealth, we charge a percentage of funds under management. Ad hoc services are charged at an hourly rate. All fees are communicated to you in advance of us doing any work.

What do I need to bring to my first meeting?

Before the meeting, we will let you know what we need you to bring your first meeting with us. This could include information about your current pensions, investments and assets. Furthermore, think about your financial goals and objectives as we will ask you questions about this.

What financial advice services does your company offer?

We offer a range of services including financial planning, pension advice, and investment management. Furthermore we provide estate planning, inheritance tax advice and wealth management services. Lastly, we offer mortgage advice, equity release and protection policies.

Where are your advisers based?

We offer financial advice to people across Hampshire, and our offices are in Fareham & Lee-ono-the-Solent. Our office in Fareham is near Sainsbury’s on Broadcut, and our Lee-on-the-Solent office is on Pier Street.