Financial Adviser in Chelmsford
Local independent financial adviser covering pensions, retirement, IHT, estate planning, investments and equity release.
Based in Chelmsford, covering all surrounding areas.
Independent Financial Advice in Chelmsford
We are a people business offering financial advice to clients at various stages of their journey. The important distinction with me is that I focus on you and your specific goals, rather than just on financial products and investment performance.
As a financial adviser in Chelmsford, I assist local individuals with a range of needs. This could be offering detailed advice on pensions and investments, inheritance tax and estate planning, mortgages, equity release and later life care funding.
Independent Financial Adviser (IFA)
If you are taking a proactive approach to your financial future, or are dealing with a significant life event, I can help. As an fully qualified local IFA, my services include pensions advice, retirement, IHT, and estate planning, equity release, and more. Looking for local IFA? I’m here to help.
Pensions, Investments, and Retirement
My tailored pensions and investment advice helps people towards their retirement goals. Pensions are a tax-efficient investment and can offer individuals and families financial security in retirement. If you need a plan for later life, my retirement planning service will help you gain clarity.
Inheritance Tax & Estate Planning
I advise on IHT and develop estate plans, aligned with your personal desires and wishes. Even experienced investors and financially shrewd individuals often aren’t aware of the ethical mechanisms to mitigate inheritance tax. Looking to secure you financial legacy, and leave behind the inheritance to desire? Talk to me today.
Mortgages & Protection
Buying a home can be stressful. Securing a mortgage doesn’t have to be. I offer tailored, independent mortgage advice to first-time buyers, those moving up the ladder, and landlords and investors. Looking to get the right deal for your circumstances? Find out more about my mortgage advice service.
Equity Release & Care Funding
Looking to unlock cash from your property? Talk to me today about equity release and your later life care funding options. If you meet the qualifying criteria for equity release, I can walk you through the process seamlessly. Furthermore, equity release is another means to fund the care requirements of a loved one.
About Me
I cater for a very diverse client base from all demographics, in both the personal and corporate arena. I find this keeps my role both varied and interesting in equal measure, and I genuinely enjoy helping my clients on a personal, one-to-one basis. Looking for a financial adviser in Chelmsford? Find out more.
Pensions, Investments, IHT, Financial Advice, and Retirement Planning. I’m here to help.
Address
Sterling & Law - Chelmsford
26 Chequers Road,
Writtle,
Chelmsford,
Essex,
CM1 3NQ