Financial Planning in Hampshire
Experienced, effective local financial planners
Helping you to plan for the financial future you desire.
Experienced financial planners in Hampshire
At Sterling & Law, we offer financial planning in Hampshire to a range of individuals. Effective long-term financial planning is the backbone of achieving many of life’s goals. Whether you are looking to secure your long-term financial future, save and invest towards your goals or protect yourself from life uncertainties, our expert financial planning advisers in Lee-on-the-Solent and Fareham can help.
One of our experienced, local financial planners in Hampshire will help you achieve your aims through tailored, bespoke, independent advice. Our financial planning service helps our diverse range of clients, each with their own unique goals. What they have in common is a desire to gain clarity on their financial future, and the reassurance they can achieve their aims and goals.
Looking for an adviser in Hampshire? Get in touch with us today.
Trusted, local financial planning advisers
Our local, financial planners in Hampshire deliver the highest level of service to our clients. With dozens of positive customer reviews from our clients, with Sterling & Law – Hampshire you are in safe experienced hands.
Searching for a ‘financial planner near me?’
Our personal service is focused and dedicated to helping you achieve your goals. Everyone’s long term goals are unique. We will work with you to achieve yours.
Good financial planning firms like us, provide in-depth analysis of your current financial position, coupled with a clear understanding of your goals.
Searching for a ‘financial planner near me?’ Call now on 01329 550 190
Advanced data-driven cash flow modelling
Our cash flow forecasting software offers a visual insight into your long-term finances. Through a series of graphs, visuals, and easy-to-understand charts, we help you understand your true path to the financial future you desire.
How much do you need to save towards your ideal retirement? When will your mortgage be paid off? What could the impact be of saving into a pension over 10, 15, or 30 years? Will you be able to afford that home on the sun?
Contact us today for a free no-obligation call with an experienced financial planner.
Why work with our financial planners in Hampshire?
Our local, friendly, and experienced financial planners Hampshire are on hand to guide you toward your personal and life goals.
Find out more about what they will do for you in the following sections of this page
What will our advisers do for you?
At Sterling & Law – Hampshire, our financial planners in Hampshire will help you assess your current position and plan toward achieving your long-term financial goals. They will formulate a bespoke plan, covering:
- Savings & investments
- Pension and retirement planning
- Mortgages & Equity Release
- Inheritance tax and estate planning
- Personal and business protection
Looking for a local adviser? Call 01329 550190
Our financial planning services
Our services play a key role in helping individuals and families plan for their future. A financial planning adviser will help:
- Protect your and your family’s finances
- Plan your spending and saving
- Find the right mix of investments for your needs
- Provide an objective assessment of your current position
- Keep you on track & adjust your plan
Your Local Financial Planning Advisers
Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.
Our financial planners will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.
Ian Batterbee, Financial Planning Adviser
Offices in Fareham & Lee-on-the-Solent
Many of us worry about our financial future but are unsure of the best mix of investments to achieve the one we desire.
Our fully independent planners will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.
Looking for a Local Financial Planning Adviser?
Watch our latest video testimonials below for an understanding of the experience, expertise, and knowledge our planners hold. If you’re looking to speak to a trusted, experienced financial planning adviser, contact us today.
Ian is extremely knowledgeable in all areas of financial planning, he and his team take a genuine personal interest in providing the very best advice, ensuring that I fully understood all options available to me and kept me fully informed at all times. I’m now confident that I can achieve my investment and retirement goals!
What is financial planning and why is it important?
Financial planning is the process of helping individuals plan for short, medium, and long-term goals.
A relationship with a financial planner is important because it helps individuals and businesses achieve financial security and plan for the future. It can also help minimise financial risk and provide certainty.
Furthermore, our advisers can align this service with pension advice, along with mitigating IHT and other taxes.
Is it worth working with a financial planner?
Working with a financial planner will certainly be worth it if you need help creating a financial plan. Investing in a relationship with a local adviser will also help with managing investments or navigating complex money matters.
An experienced planner will provide expertise and guidance to help you achieve your financial goals.
What is the financial planning process?
The financial planning process involves a number of stages. Below is a concise summary.
The first stage includes gathering information on a client’s financial situation and analysing that information. Then a financial planner will create a personalised, and tailored financial plan. Furthermore, the ongoing relationship involves implementing the plan, and monitoring and adjusting it as necessary.
This process serves to ensure continued progress toward the client’s financial goals.
What's the difference between financial planning and financial advice?
There is a fair amount of overlap between these financial services.
Financial planning involves creating a comprehensive strategy to achieve financial goals through various means. This includes budgeting, investing, and apportioning available finances to short, medium, and long-term objectives. It can also include prioritising clearing debts over investing
Financial advice typically refers to an IFA delivering specific recommendations for managing money investments, pensions, and complex areas such as inheritance tax.