Independent Financial Advice in Hampshire

 

Local IFAs offering accessible, affordable financial advice.

 

Helping you plan for your financial future.

 

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.

Trusted advice & experienced advisers

If you are looking for independent financial advice in Hampshire, our video testimonial will give you the confidence to contact one of our local IFAs.

At Sterling & Law – Hampshire, we provide tailored support and whole of market, independent financial advice.

Find out more about how our financial advice services can help you

Looking to speak to a local financial adviser?

Call 01329 550190

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.

 

Looking for independent financial advice in Hampshire?

Experienced financial advisers, based in Fareham and Lee-on-the-Solent.

Call now on: 01329 550 190

Testimonials

Ian always provides accurate and well reasoned advice as to how best to proceed with any financial matters we consult him about.

Ian fully understood the situation and gave advice accordingly. Very flexible and responsive. Great admin support as well from his team.

Ian took the details of all pensions & sorted everything, taking away the headache of not knowing what to do. I am satisfied with his advice.

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. 

Pensions & Investments

Our pensions advisers will review and recommend the best approach to match your financial and retirement objectives.

Estate planning & Inheritance Tax

Our experienced, qualified estate planners and inheritance tax advisers will help mitigate IHT and preserve your financial legacy.

Wealth management

Our wealth management service will help you make investment decisions aligned with your risk profile, mitigate taxes, and protect assets. 

Equity Release

Our equity release service can help you release cash from your property, tax-free. Lifetime mortgages and expert advice.

Retirement planning

If you are planning for later life, find out more about our retirement planning service. Local, experienced retirement planners

Financial planning

Financial planning is the backbone of achieving many of life’s goals. Find out how our local financial planners can help.

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.

Learn more

Need financial advice?

Experienced local IFAs covering Fareham, Lee-on-the-Solent & Hampshire.

Call now on: 01329 550 190

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.

Find out more

Business & personal protection

To help protect you and your loved ones from life uncertainties we offer a range of services including:

  • Business protection: Key person, shareholder protection, and relevant life policies
  • Personal protection: Life insurance, critical illness cover, and mortgage protection

Find out more.

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.

Lee-on-the-Solent 

Sterling & Law - Hampshire (Lee)

9 Pier Street

Lee-on-the-Solent

Hampshire

PO13 9LD

Fareham 

Sterling & Law - Hampshire

5a The Gardens

Fareham

Hampshire

PO16 8SS