Financial Planning in Hampshire
Experienced, effective financial planners in Fareham & Lee-on-the-Solent.
Helping you to plan for the financial future you desire.
Experienced Financial Planners in Fareham & Lee-on-the-Solent
Effective 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 FCA-regulated financial planners can help.
An experienced financial planner will help you achieve your aims through tailored, bespoke, independent advice.
Our financial planning clients come from varied backgrounds, each with their own unique goals and circumstances. 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.
Sterling & Law – Hampshire’s approach to financial planning is transparent, actionable, and centred on achieving positive outcomes for you. Our experienced financial planners will work with you to create a plan, developed specifically for your individual circumstances.
- Looking for a local financial planner? Get in touch with us today.
Trusted local financial planners
,Our local, independent pensions specialists deliver the highest level of service to our clients. With dozens of positive customer reviews from our pension clients, with Sterling & Law – Hampshire you are in safe experienced hands.
Our Practice Principal, Ian Batterbee is one of VouchedFor’s Top Rated Financial Advisers for 2022 – a testament to the level of service he offers.
Financial planning: how can we help?
Here are some of the areas we support our clients through our financial planning service:
- Savings & investments
- Long term wealth planning
- Pensions and retirement planning
- Estate and inheritance tax planning
- Mortgages and equity release
- Business protection
- School fees planning
Advanced data-driven financial planning software
Our financial planning and life modelling 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 a Financial Planner?
Our local, friendly, and experienced financial planners are on hand to guide you toward your personal and financial goals.
What do our financial planners do for you?
At Sterling & Law – Hampshire, our financial planners help clients to assess their current position and plan toward achieving their long-term financial goals. They will formulate a bespoke financial plan, tailored to your own unique aspirations covering areas such as:
- Savings & investments
- Pension and retirement planning
- Mortgages & Equity Release
- Inheritance tax and estate planning
- Personal and business protection
Looking to speak to a local financial planner? Call us today on 01329 550190
The benefits of financial planning
Our financial planners play a key role in helping individuals and families plan for their future. An experienced financial planning specialist will help to:
- 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 through regular contact, and yearly reviews
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, Practice Principal
Ian is a respected, trusted financial planner with over 25 years’ financial services experience. One of Ian’s skills is his ability to communicate complex financial matters to his clients.
Further to that, Ian’s calm approach, coupled with his experience, helps his clients resist the urge to make emotional & potentially damaging financial decisions
George Rashbrook, Financial Adviser
George has been a financial planner since 2005. He specialises in areas of sophisticated technical advice and is an experienced pensions specialist.
George is knowledgeable in all areas of pension planning including workplace pensions with a particular specialism in Public Sector pension advice.
Videos & Insight from Sterling & Law – Hampshire
Looking to learn more about financial planning?
Each week the Sterling & Law – Hampshire team publishes educational, informative video content to our YouTube channel.
Good & bad financial habits
Are we on the brink of a cost of living crisis?
Looking for a Local Financial Planning Specialist?
Watch our latest video testimonials below for an understanding of the experience, expertise, and knowledge our financial 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!