Sterling & Law Independent Wealth Management
16 Mount Pleasant Road, Tunbridge Wells TN1 1QU
Contact Louise Fitzgerald
07891039256
Get a consultation
Building Trust and Financial Confidence with Sterling & Law
Since 1997, Sterling & Law Independent Wealth Management has proudly served clients, navigating the complexities of the financial world with expertise and a passion for personalised advice. Our client-first philosophy ensures you’re at the centre of everything we do, making your financial planning journey smooth and stress-free. We believe in building long-term relationships with our clients, fostering trust and understanding your unique needs and aspirations.
A Diverse Range of Services for Every Stage of Life
Louise Fitzgerald, our experienced independent financial adviser (IFA) in Tunbridge Wells, covers Kent & Sussex and offers a comprehensive suite of services tailored to your individual circumstances:
- Financial Planning: Solidify your financial future with our personalised planning service. Invest towards your desired retirement lifestyle, accumulate wealth for your family, or simply take control of your finances. We also provide protection recommendations to safeguard against life’s uncertainties.
- Wealth Management: Maximise your wealth, protect your assets, and minimise taxes with our bespoke wealth management strategies. We offer expert advice on investments, inheritance tax and estate planning, tax mitigation, and asset protection, catering to individuals, couples, and families at different stages of their financial journey.
- Savings & Investments: Whether you’re a new investor or are seeking professional guidance, we offer dedicated savings and investment solutions. We recommend tax-efficient options aligned with your risk tolerance and personal goals, drawing from our extensive experience in the market.
- Pensions & Retirement: Invest for a financially secure retirement with our tailored pension and retirement advice. We assist with consolidating pensions, planning for later life, and aligning your investments with your desired lifestyle and risk tolerance.
- Personal & Business Protection: Protect your loved ones and prepare for unexpected life events with our range of protection policies. We offer life insurance, critical illness cover, family income income benefit, shareholder protection, and more, helping you financially safeguard your loved ones and business interests.
- Inheritance Tax Planning: Navigate the complexities of inheritance tax with our expert advice. We help you plan for IHT, potentially reducing or even avoiding its impact on your estate.
- Estate Planning: Secure your financial legacy and ensure your assets are distributed according to your wishes. We guide you through the intricacies of wills, trusts, and asset distribution, ensuring your wishes are fulfilled and your family’s future is protected.
A Dedicated Financial Adviser by Your Side
Louise Fitzgerald is your local, independent financial adviser (IFA) in Royal Tunbridge Wells, covering Kent & Sussex. With nearly a decade of experience, she offers:
- Tailored advice: Personalised solutions aligned with your unique wealth and life goals.
- Independent, unbiased recommendations: Louise is an Independent Financial Adviser (IFA), meaning she is not tied to any financial institution, allowing her to provide impartial financial advice that is tailored to your individual needs and goals.
- Extensive knowledge: Expertise covering a wide range of financial matters.
- Commitment to long-term relationships: Building trust and understanding your changing needs over time.
Take Control of Your Financial Future
At Sterling & Law, we believe financial planning should be accessible and stress-free. Contact us today to schedule an initial consultation with Louise Fitzgerald and discuss how she can help you achieve your financial goals. Louise offers a free, no-obligation consultation, either at her offices, via Zoom or in the comfort of your own home. Let us guide you on your journey toward financial security and peace of mind.
- Insurance & protection
- Pensions & retirement
- Financial planning
- Investments
- Savings
- Business
R01 – Financial services, regulation and ethics.
R02 – Investment principles and risk.
R03 – Personal taxation.
R04 – Pensions and retirement planning.
R05 – Financial protection.
R06 – Financial planning practice.
J10 – Discretionary investment management.
AF8 – Retirement income planning.
Address
16 Mount Pleasant Road, Tunbridge Wells TN1 1QU
