Financial Advisers in Fareham, Lee-on-the-Solent & Hampshire

Hello, we’re Sterling & Law – Hampshire. We help people across Hampshire & the South of England to plan for the lives they desire through accessible, affordable,  financial advice.

Our experienced, skilled, independent financial advisers in Fareham & Lee-on-the-Solent offer advice on pensions, investments, financial planning, and mortgages.

Furthermore, our experienced advisers offer specialist services covering estate planning, inheritance tax advice, wealth management, and equity release.

Independent financial advice in Fareham & Lee-on-the-Solent

Our experienced financial advisers in Fareham & Lee-on-the-Solent, will work with you to understand your goals and create a bespoke financial and wealth plan to help realise your ambitions and objectives.

Whether you are saving for retirement, looking to protect yourself against life’s unknowns, or focused on accumulating wealth, our financial advice services will steer you on the right path.

Click on one of the buttons below to find your nearest Sterling & Law office.

Trusted, local financial advisers in Hampshire

At Sterling & Law – Hampshire, we provide the highest level of customer service to our clients. As one of VouchedFor’s Top Rated Advisers for 2023, our Practice Principal, Ian Batterbee has secured dozens of 5-star reviews.

If you are looking for a trusted, local IFA, with Sterling & Law – Hampshire you are in safe hands.

Pension advice, wealth management, financial planning & inheritance tax

Our local, FCA-regulated financial advisers are on hand to help. Find out more about our services below.

Looking to speak to an IFA now?

Call 01329 550190

Highly experienced, independent financial advisers covering Fareham, Lee-on-the-Solent and Hampshire.

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Skilled and experienced pensions advisers. Helping you to make the right investments to give you the retirement your desire.

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Skilled wealth management for those looking to accumulate capital. Bespoke, tailored wealth plans.

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Retirement is something to look forward to. Our retirement planners will help you have the one you want. 

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What are your life and financial goals? Our financial planning advisers will help you on the road towards your goals.

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Passing or receiving an inheritance? Inheritance tax is largely avoidable with effective estate planning.

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Skilled independent mortgage advisers covering Fareham & Lee-on-the-Solent. Homeowner & Buy-to-Let mortgages.

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Looking to unlock cash from your property? Talk to us about Equity Release. Our experienced, specialist advisers are on hand to help.

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Financial advice for business owners, individuals, families & teachers

At Sterling & Law – Hampshire, our independent financial advisers help a range of people achieve their life and personal financial goals. Through a consultative approach, we help people focus on what’s important to them and their families.

Whether you require pensions or general advice, a retirement plan, long term wealth management or support during a significant life event, our trusted financial advisers can help.

Customer testimonials

 

Watch our testimonials below to see the positive feedback our clients are offering us, and what they think of the service we provide.

Sterling & Law, Hampshire:  Local IFAs. 

Sterling & Law Hampshire offers a range of services from our offices in Fareham and Lee-on-the-Solent.

As experienced financial advisers, we offer a range of services covering:

— Financial planning & wealth management

— Pensions, and retirement planning

— Estate planning and IHT advice

— Investments

–Equity release and mortgages

We work with people from all walks of life, helping them to realise the financial future they desire.

Open, transparent communication

To ensure our customers are given the highest level of service, and are kept up to date on all things financial, in addition to yearly reviews, they receive:

— Regular market reports

— Informative financial guides

— Monthly financial newsletters

— Annual reviews and reports

And, of course, we are only ever at the end of the phone.

Future

Looking for financial advice? 

Fill in the form below and one of our local financial advisers will be in touch promptly to assist with your requirements.

Fast, affordable, financial advice. Get in touch today, for your free consultation.

Some questions you may ask

Please find below some questions we are often asked by new customers who are seeking advice.

Additionally, we have more specific questions on each of our service pages.

What financial advice services do you offer?

At Sterling & Law – Hampshire, we offer a range of financial advice services in Hampshire. This includes inheritance tax advice, estate planning, wealth management, financial planning, mortgages, and equity release.

What areas do you cover?

Our financial advisers are based in Fareham and Lee-on-the-Solent. This allows us to provide independent financial advice in Portsmouth, Southampton and surrounding areas, Gosport,  Portchester, Wickham, Hedge End, Titchfield,  Park Gate, Bishops Waltham. and the Meon Valley.

How much do you charge for financial advice?

Is your firm FCA-regulated?

Absolutely. Sterling & Law Hampshire is a trading style of Sterling & Law Group plc. It is both authorised and regulated by the Financial Conduct Authority. Our FCA Registration No is 216784.

Sterling & Law Group Plc has been providing independent financial advice since 1997 and our advisers are experienced in a number of areas including pensions, investments, inheritance tax advice, eatste planning, equity release, and mortgages. 

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