Wealth Management in Hampshire

 

Skilled, experienced independent wealth planners in Fareham & Lee-on-the-Solent.

 

Helping you accumulate wealth, and fulfil your financial legacy.

 

 

 

Independent wealth management services 

Our independent wealth management services are tailored to suit your unique financial goals and aspirations. With years of expertise, we stand as a trusted wealth management company, offering expert advice to safeguard and grow your assets.

As an independent wealth management firm, we are free from any external influence, ensuring unbiased and objective advice for your financial journey. Our sole focus is on safeguarding your financial prosperity and security, placing your best interests at the core of every decision we make. Working with individuals, families and business owners, our services a designed to help you accrue wealth, preserve your assets and reduce taxes where possible.

Everything starts with a conversation. Click the button below to schedule an initial consultation.

    Independent wealth managers you can trust

    If you are looking for a trusted, local independent wealth planner with Sterling & Law – Hampshire you will be in safe hands.

    Having received numerous positive reviews from happy customers, our Practice Principal, Ian Batterbee is one of VouchedFor’s Top Rated Advisers for 2023.

    Looking for a wealth management company? Talk to us today.

    Looking for a local wealth management company?

    Our independent wealth management professionals are experienced in a range of disciplines covering:

    • Long term wealth planning
    • Pensions & investments advice
    • Wealth preservation planning
    • Inheritance Tax & estate planning

    Watch what one of our clients has to say about working with Sterling & Law – Hampshire

     
     

    Partnering for financial prosperity

    At Sterling & Law, we view ourselves as your long-term partners in building and preserving wealth.

    As your life evolves, we adapt your financial plan accordingly, ensuring it remains in sync with your changing circumstances and aspirations.

    Together, let’s secure your financial future and create a legacy that lasts.

    Looking to speak to an experienced wealth planner?

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

    Call now on: 01329 550 190

     
     

    Trusted wealth management services

    Trust is the foundation of our client relationships.

    Our experienced wealth managers provide reliable and transparent advice, keeping you informed about market trends and potential risks.

    Rest assured, with Sterling & Law your financial well-being is in the hands of seasoned professionals who genuinely care about your prosperity.

    Local, experienced independent wealth planners 

    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 wealth planners  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, Wealth Planner

    Laura Bailey, Wealth Adviser

    Related services

    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.

    Lee-on-the-Solent 

    Sterling & Law - Hampshire (Lee)

    9 Pier Street

    Lee-on-the-Solent

    Hampshire

    PO13 9LD

    Fareham 

    Sterling & Law - Hampshire

    5a The Gardens

    Fareham

    Hampshire

    PO16 8SS