Pensions Advice 

Skilled, experienced pensions advisers covering Hampshire

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

Pensions Advisers in Fareham & Hampshire

Looking for pensions advice?

.With people expected to live longer, many individuals will need to fund a retirement well in excess of the usual 20 years. Changes to government legislation over time mean individuals and families may need to address their long-term retirement plans.

Our experienced pension advisers can help you evaluate your current position, in line with your overall retirement and wealth goals. An experienced, effective pension adviser will help you how to plan for any shortfalls, and how to best achieve your goals. 

We help people at the start of their journey in investing for their futures, as well as those nearing, at the point of or in retirement.

Whether you require advice or need to consolidate a range of existing schemes into one manageable fund, our local pensions specialists are on hand to help. 

Looking for advice on your pensions?

We are proud to receive such positive feedback from our clients.

Watch and listen to what this longstanding customer has to say about working with Sterling & Law – Hampshire’s independent pension advisers. Our IFAs are:

  • Fully independent and experienced
  • FCA-regulated
  • Friendly, and approachable

If you require advice, oat at this stage, simply need us to answer a question, we are here to help.

Pensions Advice

Often individuals passively accept whatever pension they receive. They pay into a personal or workplace pension and await the outcome.

An experienced pension adviser will provide a structured and planned plan to help ascertain the level of income you think you will need in retirement.

At Sterling & Law – Hampshire, we work with a range of individuals and families, each with different aims and circumstances.  Whether you are employed or self-employed, have a collection of old plans or are starting from scratch, our independent pensions advisers can help.

Pension Planning

Sterling & Law – Hampshire’s experienced independent financial advisers will work with you to develop a pension plan, aligned with your retirement needs and goals. As tax-efficient investments, pensions offer a range of benefits in addition to providing an income in retirement. 

Effective pension planning allows you to:

  • Consolidate all of your existing pension plans
  • Review the wider role of your savings and investments
  • Set an appropriate risk/return profile for any investments made

Independent Pension Advisers

Our FCA-regulated independent pensions advisers will work with you to understand your life and retirement goals, to help offer the best possible advice and expertise.

By understanding your goals, attitudes to risk, and other investments you have, they will advise on the right plan for you.

Whether you are investing for retirement, or are looking to take a lump sum from your pension in the future to fund other investments or a deposit for your children’s first home, talk to one of our local pensions advisers today.

Call: 01329 550190

 

Local, experienced pensions advisers in 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 pensions 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 a respected, trusted pensions adviser 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 pensions 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.

Looking to speak to an experienced pensions adviser?

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

Call now on: 01329 550 190

Why invest in a pension?

There are many reasons to invest in a pension. They include:

  • Later life income – securing your finances for when you retire
  • Tax – pensions are a tax-efficient investment and form part of a balanced portfolio
  • Government contributions – in addition to your investment, the government contributes to your pension at your prevailing tax rate.
  • Tax planning for business owners – business owners who use company cash to invest in a pension, are offered corporation tax advantages
  • Retirement planning – pensions are often critical to a financially stable retirement. Start investing early!

Videos & Insight from Sterling & Law – Hampshire

Looking to learn more about pensions?

Through our commitment to helping our audiences improve their financial education, the Sterling & Law – Hampshire team regularly publishes short, informative videos on our YouTube channel.

Pension planning for couples in 90 seconds

Are you at risk by not understanding your pension?

What is the lifetime allowance for pensions?

Looking to speak to an experienced pensions adviser?

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

Call now on: 01329 550 190

Customer testimonial

Watch what our clients 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 pensions advisers has helped them towards their financial goals and objectives.

Ian sent for the forecast on my three pensions and spent a considerable amount of time on the phone to me explaining my options. he was patient and very clear in his explanations.

Pensions Advice. Experienced local pensions advisers in Hampshire.

Address

Sterling & Law – Hampshire

5a The Gardens

Fareham

Hampshire 

PO16 8SS