Sterling & Law Group Plc

Independent Financial Adviser  Sterling & Law, London, Greater london, SE23 3QB
First meeting at adviser's own cost
Our expertise lies in helping you to identify the type of future you want, and how best to achieve it.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Savings for children
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Group Pension/Stakeholder
Response rating
7.3/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Frank Anthony Waters
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Jonathan Smith
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Charles Scholefield
Independent Financial Adviser

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Antony Lopez
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Michael Arnold
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Akwasi Duodu BSc
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of: the supervisors role in a regulated organisation; recruitment, training, attaining competence, maintaining competence and supervising competence; management information and performance standards; Financial Services Authority rules and guidelines in respect of competence and supervision; the legal and regulatory aspects of employment and supervision.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Peter Bygrave
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Bradley Jones
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Neil McCue

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Daniel Mayman
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Sterling & Law have a formidable team of financial consultants with the capability and acumen to advise individuals and corporations alike. I have found their service and results to be second to none. David Price & Co Solicitors & Advocates, Fleet Street, London, UK
David Price & Co Solicitors, Fleet Street
Our adviser combines down-to-earth approach-ability and friendliness, with an exceptional knowledge base, networks, and eye for detail. He read and understands my financial needs well, and was able to communicate and tailor a bespoke financial approach which suited my desired level of understanding of products, lifestyle needs and personality. Open and upfront about fees, I have found my adviser to be a commemorate professional and excellent communicator. He has taken the pain out of the extensive admin associated with a pension transfer and has provided clear and effective solutions.
Alison, Sydenham
My adviser works from his office at home and is always willing to see me at short notice. I am one of those who asks lots of questions, his patience and simple explanations are excellent.
Paul, Forest Hill
About us

Established in 1997, Sterling & Law is a firm of professional independent financial
consultants. Our client-first philosophy places you at the heart of everything we
do.

Our reputation as valued professional advisers is built on our focus and
commitment to our clients, resulting in long-term professional relationships. Our
team of fully qualified professional financial advisers has over 200 years’ combined
experience. They provide holistic financial planning advice to private individuals
and companies.

Our services

We help our clients achieve their financial goals. Our clients come from diverse backgrounds but they have one thing in common: they want to gain clarity on their financial future.
Our expertise lies in helping you to identify the type of future you want and how best to achieve it. Once we understand the issues that are important to you, we will help you answer questions about your future in a clear and simple way.
Our approach is transparent and focused on positive outcomes working with you to create a clear financial plan developed specifically for your individual circumstances.

Where to find us

Sterling & Law, Westwood Park, Forest Hill, London, SE23 3QB

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.3/10
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FCA authorised
Last authorised 15th January 2020

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