Sterling & Law Group Plc

Independent Financial Adviser  Ingatestone, Essex, CM4 9HJ
First meeting at adviser's own cost
Our aim is to help our clients achieve their financial aims and goals, with professional, friendly, face-to-face advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Kevin Wheeler Dip.PFS
Independent Financial Consultant and Auto Enrolment Project Manager

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

What our clients say
Dear Kevin I just wanted to thank you for all the assistance you have given us at Theydon Bois Golf Club Ltd in setting up our Work Place Pension. We were very aware of the need to get the set up and legalities' correct and felt a bit concerned at the prospect initially. However once we had instructed Sterling and Law to deal with it on our behalf we had no further worries every step was taken care of and we were kept fully informed at all times. I must also thank you Kevin for always being on the end of the phone should we need some advice.
Gill Burton, Essex
I just wanted to let you & Kevin know how delighted we have been with your service and your attention to detail.
Robert Smith – Director, Ralph Swimer Limited., London
“Appointing Sterling & Law to assist us with our automatic enrolment duties was definitely the right move. They worked through the process with us step by step and made what initially seemed a rather daunting task easily manageable. We can rest assured that we are fully compliant with the duties and responsibilities this new legislation places on employers now and going forward. Laurence, Kevin and the rest of the team could not have been more helpful, answering any queries promptly and visiting us on site when necessary. So I highly recommend Sterling & Law for the provision of “automatic enrolment” services to any employer”
Nicholas H Chaplin Bsc.(Hons) MRICS - Managing Director, Essex
We would like to take this opportunity to thank Sterling & Law and in particular Laurence and Kevin for their support and guidance to the Agar Scientific Ltd management buyout process. Both Laurence and Kevin have provided invaluable knowledge and expertise over the past 6 months enabling the new management buyout company to successfully implement the required company pension scheme and the necessary assurance policies within the tight timescales and limited budgets. Following completion of the management buyout Laurence and Kevin have remained in support and provided excellent guidance with regard pension and financial matters through the first few months of the new business. We have found Laurence and Kevin to be approachable, reliable, quick to respond on any issues and very much part of the team, and would certainly recommend them to businesses and individuals seeking financial guidance.
Paul Light – Finance Director, Essex
"Kevin has sourced an income protection policy suited to my needs and I am grateful for his patience and diligence throughout the process. I am assured that with this safety net in place that I can have peace of mind if my circumstances take a turn for the worse".
Caroline, Richmond
Kevin I have to say that the service and the way in which you delivered it has been exceptional, not to mention that it was delivered in a timely fashion. As I have mentioned to you before we are and always will be financially ‘lost in the wilderness’, so dealing with you was akin to a floodlight at the end of the proverbial tunnel. Without your help we would be financially worse off now and that is a fact. Many thanks for all of your recent help.
Kim and Jo, Essex
About us

Sterling & Law are Independent Financial Advisers (IFAs). Kevin specialises in providing investment, pension, protection and enrolment into workplace pensions advice to individuals and businesses in the local area.

As IFAs, we are not tied to any financial institutions. This means that we are able to provide you with the best possible financial solutions to meet your needs, from the whole of the market.

Established in 1997, 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 a lifetime of support and advice.

Kevin Wheeler is the Ingatestone practice principal and has worked in the financial services industry for over 25 years and lived in the Brentwood area for 30 years.

Recent change in legislation means that there has never been a more important time to review your finances – take advantage of a free consultation meeting at a time that suits you.

Our services

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 and you will receive a friendly, professional service.

A regular review is provided for all of our pension and investment clients to ensure that their objectives are on track.

Where to find us
Head office address: Ingatestone, Essex, CM4 9HJ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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