Wealth Planning in Hampshire

Independent wealth planners in Fareham & Lee-on-the-Solent

Looking for a wealth planning service to help you accumulate and preserve your assets? Find out how our experienced wealth planners in Hampshire can help you achieve those goals today. Our mission is to empower you with strategic financial guidance, helping you achieve your short-term goals and long-term aspirations.

With a team of experience wealth planners, we craft personalised plans that align with your unique needs and pave the way for a secure financial future.

If you would like to take advantage of our initial, complimentary consultation, click the button below to request a callback.

Experienced, trusted professionals

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.

What does a wealth planner do?

Your dedicated independent 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.

Strategic investment & asset allocation

Our experienced advisors leverage their expertise to design investment strategies that align with your objectives and risk appetite.

Through careful asset allocation and a diversified approach, we work to maximise returns while managing risk, ensuring your wealth is positioned for growth.

Ongoing monitoring & adjustments

As life evolves, so should your wealth plan.

We provide continuous monitoring of your financial progress and make necessary adjustments to keep your plan aligned with your changing circumstances and goals.

Our commitment is to ensure that your wealth plan remains dynamic and effective, supporting your financial success over time.

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. 

Laura Whitehead, Wealth Planner

Contact Laura

E: laura.whitehead@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 an independent wealth planner?

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

Frequently Asked Questions

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

What is wealth planning?

Wealth planning is a long term approach to managing your assets and investments to achieve personal and financial goals. It involves assessing your financial situation, setting objectives, and creating a tailored wealth plan. This plan typically includes investment management, tax strategies, estate and inheritance tax planning, and retirement advice to grow and protect your wealth.

What does a wealth planner do?

A wealth planner is a financial professional who helps individuals create and manage a plan to grow and protect their investments, assets and property. They provide personalised advice, considering factors like income, investments, taxes, and estate planning. Their role involves understanding your financial and wealth goals and creating plans to achieve them.

What are the different ways to protect my wealth?

There are various ways to protect your wealth. These include diversifying investments to manage risk, taking out protection policies and insurance, and investing in tax-efficient investments. Furthermore, estate and inheritance tax planning is another key area of protecting your wealth. Regularly reviewing and adjusting your wealth plan in response to changing personal circumstances is also crucial.

What is your fee structure?

Our fee structure is transparent and is communicated prior to any work commencing. When managing your wealth, we take a percentage of assets and investments under management. For any ad hoc work, we charge a fixed hourly rate.

What is the wealth planning process?

The wealth planning process starts with understanding your goals and objectives and gaining an understanding of your current assets and investments. This is followed by creating a tailored financial plan, which may include investment management, tax planning, retirement and estate planning and advice on inheritance tax. Once the plan is implemented, your independent wealth planner will manage and protect your wealth, making adjustments if your objectives or personal situation changes.

Do you offer advice on inheritance tax and estate planning?

Yes, absolutely, we offer advice on inheritance tax and estate planning as part of our comprehensive wealth planning services. Our expertise includes creating and implementing plans to minimise inheritance tax liabilities, protect your wealth, and ensure the seamless transfer of your assets to your beneficiaries when you pass on.