Wealth Management in Hampshire

Skilled, experienced wealth managers.

Based in Fareham & Lee-on-the-Solent.

 

 

 

Wealth Management & Advice 

Our wealth management service helps those with investible assets to develop a plan, aligned to their overall financial objectives.

Typically we work with families, individuals, and business owners, who require an expert to manage their wealth, whilst they tend to their busy lives.

When working with families and couples, inheritance tax, wealth planning, and investment strategies are areas where we can help.

Business owners usually require a level of sophisticated wealth advice to help them mitigate tax. Furthermore, our specialist wealth planners will devise the right plan for a business owner’s needs, allowing you to apportion your time to running your company.

    Looking for a local wealth planner?

    Our FCA-regulated IFAs, are experienced in a range of disciplines covering:

    • Long term wealth planning
    • Pensions & investments advice
    • Wealth succession planning
    • Inheritance Tax & estate planning
    • Tax-efficient investments

    Watch what one of our long-standing customers has to say about working with Sterling & Law – Hampshire

    What will your wealth planner do?

    Your dedicated wealth planner will listen to, and understand your financial goals. Ask yourself the following:

    • Are you looking to accumulate wealth?
    • Are you looking for income from your investments?
    • What is your attitude to risk?
    • How about succession planning?
    • What is your current IHT position?
    • Is your spouse or partner likely to outlive you?

    Following your consultation, will create a tailored, bespoke wealth plan, and funds will be planced under expert management.

    Looking to speak to an experienced wealth planner?

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

    Call now on: 01329 550 190

    Wealth Management: The investments we manage for our clients

    The investments & strategies that formulate an effective wealth plan include:
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    •  Pensions
    • Investment funds, and equities
    • Business property relief & Venture capital trusts (VCTs)
    • ISAs
    • Buy-to-let properties
    • Business & personal protection policies

    Local wealth planners and experienced financial 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 fully wealth 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 wealth planner 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 wealth adviser 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.

    Customer 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 wealth planners has helped them towards their financial goals and objectives.

    Ian offers a professional service utilising his extensive industry experience and up to date technical knowledge, to cater for all of my wealth management needs.

    Effective wealth planning. Experienced financial advisers.

    Address

    Sterling & Law – Hampshire

    5a The Gardens

    Fareham

    Hampshire 

    PO16 8SS