Financial Planning in Hampshire

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’s unknowns, our expert financial planners in Lee-on-the-Solent & Fareham can help. 

Looking for a financial planner in Hampshire? Get in touch with us today.

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.

Our Practice Principal, Ian Batterbee is one of VouchedFor’s Top Rated Financial Advisers for 2023 – a testament to the level of service he offers.

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

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.

Laura Bailey, Financial Planning Adviser

Contact Laura

E: laura.bailey@sterlingandlaw.com

P: 01329 550190

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.

Contact Us

Fill in our quick contact for now, to request a callback with an experienced wealth manager.

Frequently asked questions

Please find below a concise selection of questions we are often asked.

What is financial planning?

Financial planning is the process of creating a roadmap to help you achieve your goals and aspirations. It involves understanding your financial objectives, assessing your current situation, and developing a comprehensive strategy to meet those goals.

What services do you offer?

Our financial planning service covers your initial consultation, factfinding, goal setting, recommendations, and implementation. Furthermore, this service includes managing your pensions and investments, providing inheritance tax and estate planning services, retirement planning, and more.

What does a financial planner do?

A financial planner helps you manage your finances effectively, to help you achieve you goals and aspirations . At Sterling & Law, we analyse your financial situation, provide personalised advice on saving, investing, and budgeting, and assist with long-term financial goals like retirement planning.

Is it worth paying for a financial planner?

Investing in a financial planner can be incredibly valuable. We provide expertise and guidance that can help you navigate complex decisions, potentially saving you money and increasing your financial security over time.

How do you charge for your services?

Firstly, your first meeting with us is complimentary. No charge at all. Where we manage your investments and wealth, we charge a percentage of your funds under management. For any adhoc work, we charge a fixed hourly rate. All fees are communicated before any work being undertaken.