Independent Financial Advisers in Fareham

Professional, local financial advisers in Fareham

Looking for a local independent financial adviser in Fareham? Sterling & Law – Hampshire’s IFAs offer a range of wealth management and financial planning services in Fareham to individuals, families, and business owners.

The services our financial advisers provide are tailored to your own situation, wealth objectives, and life goals. Whether you are investing for later life, seeking to accrue wealth in a tax-efficient manner tax, or looking to protect your estate through effective inheritance tax planning, our experienced, professional team is here to help.

If you are looking for an independent financial consultant in Fareham, send us an enquiry today. One of our local IFAs will be in touch to schedule a consultation.

Why work with our financial advisers?

If you are looking to work with a professional financial adviser in Fareham, with the experience to be the best custodian of your wealth, at Sterling & Law, you are in safe hands.

Our advisers are fully independent and offer a clear and transparent fee structure. Our advice is impartial and we are not restricted to a small pool of product providers and investment funds.

Find out more about the Sterling & Law – Hampshire team.

Testimonials

Customer Testimonials 

See what some of our customers have to say about Sterling & Law’s financial advice services.

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Frequently asked questions

Please find below a concise selection of questions we are often asked by those looking for an independent financial adviser.

How much does it cost to see a financial adviser?

The first meeting with one of our financial advisers is complimentary. The first meeting is where we uncover your objectives and goals and get an understanding of your current financial status. If we proceed to work together, we have a transparent fee structure. We charge a percentage of funds under management for looking after your pensions, investments and wealth. For ad hoc services we charge an hourly rate.

What services do you offer?

We offer a range of financial services including pension advice, retirement planning, and investment management. Furthermore, we provide financial planning, inheritance tax, and wealth planning services. Lastly, we offer independent mortgage advice, equity release, and protection policies.

What type of people do your financial advisers work with?

We work with a diverse mix of clients. This includes those planning for retirement, seeking to protect their assets and reduce taxes on their estates. Furthermore, we work with local people who looking for a wealth management service, a mortgage, or general financial advice.

Are your financial advisers independent?

Yes, we are independent financial advisers. This means our local IFAs are not tied to any product provider or suite of investment products. Our independence means we work solely in your interests, and recommend the best investment, policy, or pension for your unique needs.

What do I need to bring to our first meeting?

Before meeting with one of our financial advisers, we will let you know what we need you to bring to your first meeting with us. Consider gathering details about your existing pensions, investments, and assets. Additionally, reflect on your financial goals and objectives, as we will inquire about these during our discussion.

Sterling & Law’s Fareham office

Please find below directions and information regarding onsite parking and amenities.

Using a SatNav? Just click the button under the map for directions from your current location.

Directions (M27)

At junction 11, take the A27 exit towards Fareham Central & Gosport/A32. Continue on the A27 towards Fareham. Use the left lane to take the A27 slip road to Portchester/Wick’m/A32/Fareham/Town Centre. At the Delme Roundabout, take the 4th exit onto Wallington Way/A32. 

At the roundabout, take the 2nd exit onto Broadcut, then urn left onto The Gardens.

Directions from Titchfield & Park Gate

Pick up the A27 toward Fareham / Portsmouth. Continue on the A27 to Osborn Road in Fareham. Continue on Osborn Rd to Wallington Way/A32.  Turn right onto Osborn Rd. Shortly ur left on  Osborn Rd where it becomes Wickham Rd. At Wickham Rd Roundabout, take the 2nd exit onto Wallington Way/A32.

Continue on Broadcut and then turn left into the The Gardens.

Nearest train station

The closest railway station to this office is Fareham.

Fareham station is easily reached from Southampton, Portsmouth, Park Gate, Hedge End, and most nearby South West Trains and Southern Railways services.