Financial Adviser in Chelmsford
Pensions, investments, retirement, estate planning and IHT advice.
Based in Chelmsford, covering the whole of Essex.
Experienced independent financial adviser in Essex
If you are looking for a local, experienced independent financial adviser I can help you achieve your short, medium, and long-term goals.
As a local IFA in Chelmsford my role of to listen to my clients unique, specific requirements. I will listen, and as an IFA will provide bespoke, impartial financial advice. Whether you are taking a proactive approach to your financial planning, or require support for a specific issue or opportunity, everything starts with a conversation. Click the button below to request a callback at a convenient time for you.
Financial advice for individuals, families & business owners
As an experienced financial adviser, I understand that each individual or family requires tailored, specific advice, regardless if there are similarities with previous clients I have worked with. By working with me you will understand I don’t take a one-size-fits-all approach to my advice and recommendations.
The key areas in which I deliver financial advice cover pensions, investments, inheritance tax, retirement and estate planning. Furthermore, I hold extensive experience in offering advice on equity release, mortgages, and protection cover.
Contact me today, to schedule a callback.
A trusted, local independent financial adviser
As an independent financial adviser in Chelmsford, I work with a diverse range of clients. This includes offering financial advice to families, business owners, companies and individuals. Whether you have an eye on retirement, are an experienced investor, or are at the start of your financial planning journey, my skills and experience will help you achieve your objectives.
By delivering tailored, bespoke advice, my role as a local IFA is to help people to realise their dreams; build their wealth, and secure income in later life.
The types of financial advice I offer:
If you are researching the best local financial advisers on your doorstep, here are the areas in which I can help:
- Pensions advice & retirement planning
- Equity release advice and later life care funding
- Investment management & advice
- Mortgage advice and protection
- Estate planning and inheritance tax
Need an IFA to help with a change of circumstance?
Life often throws us curveballs. On the other hand, our finances can change overnight through an unexpected financial gift or inheritance.
Plans change and the support of a local financial adviser can be critical in overcoming any financial hurdles, or knowing what to do with a large sum of money.
An experienced independent financial adviser can help, if you need a guiding, steady hand to address any change of personal and financial circumstances.
Here’s how a financial adviser can help:
If you are looking for the advice and support of a local IFA in Chelmsford, here’s how I can help:
- Death of a partner or loved one: helping you manage an unexpected inheritance, or reorganising pensions and investments
- Unexpected financial gifts: helping you invest funds in line with your goals
- Long-term health issues: helping to bridge the income gap, and forming a plan to address any shortfall
- Redundancy: helping you replan your short-term finances whilst you secure a new job
Why work with an independent financial adviser?
Independent financial advice covers a broad range of disciplines. Here are the some of the advantages to working with a financial adviser. When working with my clients I:
- Offer unrestricted, impartial financial advice
- Provide independent advice on pensions – personal, workplace, corporate and SIPPs
- Work with you during times of financial difficulty, ill health, & during periods of change
- Help you achieve your life financial & investment goals
- Help you plan for a happy, financially independent retirement
- Help you to secure the right mortgage for your needs
- Work with you to formulate a long-term savings and investment plan
Client testimonials
Read a selection of our latest client testimonials.
Daniel and his team are always on hand to help me with any financial question or query relating to savings, investments and pensions. I do not think I would have received better help, information , or advice from any other source.
I was looking to retire early and needed some specialist guidance. I am very happy with the outcome so far. Dan is very pleasant to get on with, has given ongoing advice and provides regular financial reviews. I am very happy with the outcome
I needed to combine two pensions. Daniel explained, in terms I could understand, everything I needed to know to make an informed decision. He was always professional, understanding, caring and competent.
A local independent financial adviser in Chelsmford
For me, financial advice is about building long-term relationships. This is achieved through repeatable, high-quality, independent advice. I constantly strive to provide superior service as an absolute priority. By offering a broad range of services, I am able to provide financial advice to individuals at different stages of their lives, and for a diverse range of unique requirements.
An experienced & trusted IFA
The process I follow starts with a free, no-obligation financial consultation. This can be during the daytime or evenings in the comfort of your own home.
As mentioned above, the financial services I offer cover:
- Pensions and retirement planning
- Investment management and advice
- Mortgage advice & equity release
- Estate planning & inheritance tax advice
- Later life care funding
Contact Daniel
Email: dan@sterlingandlaw.com
Phone: 07879 495409
Daniel explained, in terms I could understand, everything I needed to know to make an informed decision. He was always professional, understanding, caring and competent.
Accessible, affordable financial advice. We are here to help.
Address
Sterling & Law - Chelmsford
26 Chequers Road,
Writtle,
Chelmsford,
Essex,
CM1 3NQ