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 managers 

    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.

    Looking for a local wealth management company?

    Fill in our quick contact for now, to request a callback with an experienced wealth manager.

    Frequently asked questions

    Please find below a concise selection of questions we are often asked by those looking for an wealth management company.

    What is wealth management?

    Wealth management is a holistic service combining financial planning, pension advice, investment management, and other financial services. Our wealth management services are tailored to your financial situation and goals, often focusing on wealth preservation and growth.

    Furthermore, we provide personalised advice, considering tax implications, estate planning, and IHT to help you build wealth, and protect your assets from tax.

    What does a wealth manager do?

    A wealth manager offers financial advice and services, focusing on wealth building, preservation, and tax planning. They manage investment portfolios, retirement planning, and estate planning guidance. At Sterling & Law, our adviser’s role is to understand your financial goals and risk tolerance, creating and implementing strategies to achieve long-term financial security and growth.

    Can you protect my wealth from taxes?

    Yes, this is a big part of what we do. To protect wealth from taxes, we recommend tax-efficient investments, like using ISAs or pensions, which offer tax-free growth or relief. Using capital gains and dividend allowances effectively can also reduce tax liabilities.

    Estate and IHT planning, including gifts and trusts, can minimise inheritance tax. Always consult an adviser before making any decisions.

    Are your advisers independent?

    Yes, our advisers are independent. As a result, we offer impartial, tailored advice and we are not tied to any investment products or policies. Therefore, the advice we give and the recommendations we make are always aligned with your own specific needs and goals.

    How much does your wealth management service cost?

    Our fee structure is transparent, and any charges are communicated in advance of work commencing. Where we manage your wealth and investments, we charge a percentage of funds under management. For ad hoc work and advice we charge an hourly rate.

    Effective wealth planning. Experienced financial advisers.


    Sterling & Law - Hampshire (Lee)

    9 Pier Street



    PO13 9LD


    Sterling & Law - Hampshire

    5a The Gardens



    PO16 8SS