Wealth Advice – Professional Advisers in Hampshire 

Expert wealth advice in Hampshire  

Sterling & Law’s independent financial advisers are the trusted source for expert wealth advice in Hampshire for families, high-net-worth individuals, and business owners. Our dedicated team of wealth advisers is committed to empowering you with the knowledge and strategies needed to make informed decisions on your path to financial success.

With our independent and personalised approach, accumulating, managing ad preserving your wealth is our key priority. Everything starts with a complimentary consultation. Click the button below to request a callback.

Independent wealth advisers 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.

A tailored approach

At Sterling & Law, we recognise that every individual’s financial journey is unique.

Our wealth advisers work closely with you, understanding your aspirations and concerns to tailor their advice that aligns with your specific needs and helps you achieve your long-term financial objectives.

If you are looking for specialist, independent wealth advice, talk contact us today to request a complimentary consultation.

Helping reduce taxes

Effective tax mitigation is a crucial element of wealth preservation.

Our dedicated team works diligently to identify legal and legitimate ways to optimise your tax position.

Therefore we will help you fee up resources to invest, save, or pass on to future generations, enabling your wealth to flourish further.

Local, experienced independent wealth 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 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. 

Laura Bailey, Wealth Adviser

Contact Laura

E: laura.bailey@sterlingandlaw.com

P: 01329 550190

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 adviser?

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

Frequently Asked Questions

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

What does a wealth adviser do?

A wealth adviser provides comprehensive financial guidance, focusing on wealth accumulation, tax planning and preservation. They offer tailored plans covering investments, retirement planning, tax efficiency, IHT, and estate planning. Working with a wealth adviser brings the benefit of expert, tailored advice, helping you achieve your long-term goals.

At what level of net worth do I need a wealth adviser?

There’s no specific net worth threshold for needing a wealth adviser. They’re beneficial for anyone with long-term wealth goals, regardless of current wealth. Wealth advisers are ideal for those starting their financial journey and for individuals seeking to grow and manage existing wealth effectively.

Can you manage my assets, pensions, and investments?

Yes, managing assets, pensions, and investments is a key part of our wealth management service. We provide comprehensive oversight and strategic planning across your entire portfolio of assets and investments.

How much does your wealth advice service cost?

Firstly, your initial consultation with us is complimentary – no charge at all. Our fee structure is transparent and fully disclosed before any work is carried out on your behalf. For managing your wealth, we charge a percentage based on the assets and investments we manage. For specific, ad hoc work, we apply a fixed hourly rate.

Can your wealth advisers help me with inheritance tax and estate planning?

Absolutely, our wealth advisers are skilled in inheritance tax and estate planning. They offer strategies to reduce tax and ensure efficient transfer of assets in line with your wishes. Tailored to your unique financial situation and goals, our wealth advice service aims to secure your legacy and provide financial peace of mind for future generations.