Independent Financial Advice – Fareham & Hampshire

Accessible, affordable financial advice for individuals, families and business owners.

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

 

 

Independent Financial Advisers in Fareham, Hampshire

At Sterling & Law Hampshire, our role as independent financial advisers is to listen to what’s important to you.  Our IFAs will take the time to understand your personal, family, business & life goals, and any concerns you have about achieving them.

Following a complimentary 1-hour consultation, our skilled, local financial advisers will then work with you, to form a plan to help you achieve these goals and aspirations; for you, your loved ones, or your business.

Should your need for financial advice involve a significant life event, or change in circumstance, rest assured our experienced independent financial advisers will approach your situation with the appropriate level of care, discretion, and professionalism.

Whether you need pensions advice, a retirement plan, to mitigate inheritance tax (IHT), or a plan to help afford future private school fees, we can help.

Our local IFAs will provide tailored support and whole of market, independent financial advice.

Looking for an independent financial adviser?

Whether you need pensions advice, a retirement plan, to mitigate inheritance tax (IHT), or a plan to help afford future private school fees, we can help.

Our local IFAs will provide tailored support and whole of market, independent financial advice.

Find out more about how our financial advisers can help.

Looking to speak to a local financial adviser?

Call 01329 550190

Proactive, tailored financial advice and planning

At Sterling & Law Hampshire, we are proactive in how we offer ongoing independent financial advice.

Communication and regular contact with our customers is key to providing ongoing, long-term tailored financial advice and support.

Through an informed, relationship-based approach, your independent financial adviser will review and highlight new opportunities to achieve your long-term goals.

Experienced IFAs  – helping you react to life events

A death in the family, divorce or sudden unemployment, can leave people feeling vulnerable and not knowing what course of action to take.

Where should you invest an unexpected inheritance?

How do you manage your family’s finances after the death of a partner, wife or husband?

What happens if a business partner is taken ill, suddenly?

Why work with us?

If you are thinking about working with an IFA, here are key reasons you should. Our independent financial advisers:

  • Offer whole of market, unrestricted advice
  • Help you meet your investment goals
  • Work with you to formulate a savings plan
  • Understand your aims and find the right combination of assets for you
  • Keep you on track toward your life and financial goals
  • Help you plan for a happy, financially secure retirement
  • Work with you in times of financial adversity

 

Looking to speak to an experienced local financial adviser?

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

Call now on: 01329 550 190

Independent Financial Advisers covering Fareham & Hampshire

Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.

Our fully independent financial advisers 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 an respected, trusted IFA 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 , 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 adviser 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.

The Different Types of Financial Advice We Offer

Financial advice covers a broad range of disciplines. Our specialist IFAs are skilled in a range of areas.

What do our independent financial advisers do?:

Looking to speak to an experienced independent financial adviser?

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

Call now on: 01329 550 190

Client testimonial

Watch what our customers have to say about working with Sterling and Law Hampshire.

We are proud to receive such detailed, and clear feedback on why working with our financial advisers has helped them towards their financial goals and objectives.

Ian always provides accurate and well reasoned advice as to how best to proceed with any financial matters that we have consulted him about. Ian has helped me to understand and set up a robust retirement plan as well diverse investment strategy.

Accessible, affordable financial advice. We are here to help. 

Address

Sterling & Law – Hampshire

5a The Gardens

Fareham

Hampshire 

PO16 8SS