Local Financial Advisers in Lee-on-the-Solent

Professional, local IFAs in Lee-on-the-Solent

Our independent financial advisers in Lee-on-the-Solent help local people invest and plan for retirement, mitigate inheritance tax, accrue wealth, and meet their long-term financial planning objectives. Offering a range of services, Sterling & Law is a professional financial services company dedicated to serving its local clients.

Typically we work with individuals, families, and company directors, each with their own unique needs. To offer the best financial advice service we can, we have a team of qualified, experienced, and award-winning local financial advisers coupled with an experienced, diligent support team.

If you are looking for local financial advice services in Lee-on-the-Solent, the team at Sterling & Law – Hampshire is on hand to help.

Everything starts with an initial consultation, so get in touch with the team today to request a callback.

Why work with Sterling & Law?

Here is just a handful of reason to select one of our advisers to be the the custodian of your wealth and retirement plans:

• Impartial, independent financial advice
• An award-winning team of local IFAs and wealth managers
• Transparent fee structure and clear, concise communication
• Qualified IFAs, and local financial advice
• Organised, diligent and friendly support team
• High street presence (Pier Street)

We look forward to hearing from you soon!

Accessible financial advisers in Lee-on-the-Solent

Searching for a local IFA? Find out more about the Sterling & Law – Hampshire team.

We are based on Pier Street and our door is always open.

Testimonials

Customer Testimonials 

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

Looking for independent financial adviser in Lee-on-the-Solent? 

Fill in the form below to request a call back from one of our expert, independent financial advisers.

Frequently asked questions

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

Do you charge for my initial consultation with a financial adviser?

Your initial consultation with one of our financial advisers is offered at no cost. This meeting is an opportunity for us to learn about your goals and objectives, as well as to gain insight into your current financial situation.

Are you independent financial advisers or tied?

Indeed, we are independent financial advisers. This independence ensures that our local IFAs are not bound to any specific product provider or a limited range of investment products.

Our status as IFAS allows us to operate exclusively in your best interests, recommending the most suitable investments, policies, or pensions tailored to your unique requirements.

What services do your IFAs offer?

Our IFAs offer pension advice, retirement income planning, and investment management. In addition, we specialise in financial planning, inheritance tax planning, and wealth management. 

Additionally, we provide advice on mortgages, equity release, and a variety of protection policies.

Where is your office in Lee-on-the-Solent?

Our local financial advisers are based on Pier Street, Lee-on-the-Solent. You can pop into our offices for a meeting, or we can meet you at a local location, or in the comfort of your own home.

What do I need to bring to my first meeting with a financial adviser?

Before your initial meeting with one of our financial advisers, we will inform you about the necessary documents and information to bring along. 

It would be beneficial to compile information regarding your current pensions, investments, and assets. Also, take some time to think about your financial aspirations and objectives, as these will be key topics of discussion during our meeting.

Pop into our Lee-on-the-Solent office

We have a ‘high-street’ presence in Lee-on-the-Solent, which make it easy to pop in and discuss your requirements in person.

Not from the area? Please find below directions and information regarding nearby parking and amenities.

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

Directions (M27)

Follow M27 to A27 in Fareham. Take exit 11 from M27. At junction 11, take the A27 exit to Fareham Central/Gosport/A32. Continue on A27. Drive to B3385 in Lee-on-the-Solent. At the roundabout, take the 3rd exit onto A27. Keep right to stay on A27. Use the right lane to continue on Eastern Way/A32. Keep right to stay on Eastern Way/A32. Use any lane to turn left towards Gosport Rd/A32. Merge onto Gosport Rd/A32 (going through on e roundabout. Then take a slight right onto Newgate Ln/B3385. At the roundabout, take the 3rd exit and stay on Newgate Ln/B3385. Then, at the roundabout, take the 2nd exit and stay on Newgate Ln/B3385. When you get to Peel Common Roundabout, take the 2nd exit onto Broom Way/B3385.

Directions from Gosport

With the Gosport Ferry as your starting point, Head south-west towards Mumby Rd/A32. Follow B3333 to Pier St/B3385 in Lee-on-the-Solent. Turn left onto South St/B3333, then At the roundabout, take the 1st exit and stay on South St/B3333. In around a mile take a slight left onto Bury Rd/B3333. At the roundabout, take the 2nd exit onto Privett Rd/B3333. At the roundabout, take the 1st exit and stay on Privett Rd/B3333. Turn right onto Milvil Rd, then take a sharp right onto High St. Lastly, turn right onto Pier St/B3385 and our Lee-on-the-Solent office will be on your left.

Address & opening hours

Address: Sterling & Law – Hampshire (Lee), 9 Pier Street, Lee-on-the-Solent, Hampshire, PO13 9LD.

Open hours:

Monday – Friday: 9am – 5:30pm

Saturday & Sunday: Closed

Bank holidays: Closed