Sterling & Law Independent Financial Advisers - IFA, Richmond

at Richmond, Richmond upon Thames , TW9 United Kingdom

1. Estate Planning
2. Investing Service
3. Financial Planning
4. Bank/Financial Service

Specialists in Pensions, Financial Planning and Investments for individuals and businesses. IFA Richmond, Surrey.

Description

Adam Walkom CertPFS (DM) is the Sterling and Law Richmond practice principal and has worked in the financial services industry for over 15 years. As Independent Financial Advisers, we are not tied to any financial institutions. This means that we are able to provide you with the best possible financial solutions from the whole of the market. Our client-first philosophy places you at the heart of everything we do. Over the years, we have worked to provide the highest standards of advice and service by ensuring that we listen and understand what is important to you, consistently delivering on our promises and keeping you up to date and well informed. We have built a strong reputation in Richmond, Sheen, Kew, Teddington, Twickenham, Kingston and other Surrey areas, and our client base has grown largely by word of mouth – the best endorsement for the quality of service we provide. Our priority is keeping our clients happy; the advice you will receive is not just a ‘one off’ but a new beginning backed up by a lifetime of support and advice. How can Adam help you? Individual clients • The first meeting with us is at our cost and we are happy to come to you. All fees will be agreed with you before we start any chargeable work. • We will provide you with a free financial health check to better understand your individual circumstances • Any recommendations will be from the whole of market – we are not tied or restricted to any financial institutions which means you will receive the most suitable advice • You will receive a friendly, professional service • We will provide a regular review for all of our pension and investment clients to ensure that your objectives are on track Corporate clients Adam has a wealth of practical experience surrounding the introduction of auto-enrolment and has helped employers fulfil their employer duties. The services that we can provide are: • An initial free consultation (fees will be agreed prior to any work commencing) • An initial workforce assessment report outlining your obligations and duties under the auto-enrolment rules • An initial indication of the cost of auto-enrolment to your organisation • Advice on strategies which could reduce the initial cost of auto-enrolment to your business • Review of existing pension provision to ascertain whether they meet the auto-enrolment enrolment criteria • Advice on pension provider and auto-enrolment middleware selection Sterling & Law Group plc is authorised and regulated by the Financial Conduct Authority. Our FCA register number is 216784 and we can be found on the FCA register.

Opening time

• Mondays: 09:00- 18:00
• Tuesdays: 09:00- 18:00
• Wednesdays: 09:00- 18:00
• Thursdays: 09:00- 18:00
• Fridays: 09:00- 18:00

Company Rating

1600 FB users likes Sterling & Law Independent Financial Advisers - IFA, Richmond, set it to 2 position in Likes Rating for Richmond upon Thames, United Kingdom in Bank/Financial Service category

Summary

Sterling & Law Independent Financial Advisers - IFA, Richmond is Richmond upon Thames based place and this enity listed in Investing Service category. Located at Richmond TW9. Contact phone number of Sterling & Law Independent Financial Advisers - IFA, Richmond: 020 8819 8950