What our clients say
I wanted to be sure that I was offered the whole market for protection advice.
Jon was very open from the beginning about everything which was great.
The documents where explained and easy to follow. We're really happy with the outcome. Jon explained the whole process from start to finish.
I was happy with the complete service.
We needed to get some financial securities in place, and were recommended to Jon through our accountants.
He assisted us with our pensions scheme, Life cover and a share protection scheme. as well and answering other queries we had.
I am not sure if anything could have been more clear.
I found Jon because I needed to consolidate my old company pensions.
He advised me on the consolidation of pensions & provided options for the new consolidated pension company with minimum of fuss.
I got exactly what was required in timely & efficient manner.
Everything that was discussed & planned was executed with the utmost professionalism.
Our circumstances had changed so we felt the need to seek advice.
Jon was most helpful in guiding us in the right direction. He made things very clear and easy to understand without being patronising and certainly did not push us to make hasty decisions.
We are very happy with the advice that he offered, the products were well suited to our needs.
We were looking for financial advice for our company.
Jon set up pensions, life cover and share protection for us as well as advising us with the auto enrolment process.
So far, everything has been great.
I didn't believe that my previous FA was providing me with a good service.
Jon moved my existing pension into a better managed scheme and significantly reduced the management fee I was paying.
Nothing could have been done better.
I was looking to consolidate my 6 personal / old company pensions in to one product.
Jon really took time to understand my overall financial situation , my circumstances, my future plans, the level of risk I was willing and able to take and how I plan to make provision for my retirement. He was able to advise on the various different options available to me and took time to ensure I had considered each option and completely understood them. He also advised on an insurance policy after identifying that I was at risk in the event of no longer being able to work before the age of 55.
I now have a consolidated pension product which will save me money across the term and will hopefully make me more money providing markets follow historical trends.
Jon took time to suggest the best possible option for me. He was polite, professional, informative, friendly and cheerful throughout and tailored his advice and method of explaining complicated areas specific to my level of understanding.
Jon took the time to understand our needs, and recommended a way to invest our pension assets. We appreciated Jons manner; he was very good at explaining options in ways that did not require any prior knowledge of investments and was never condescending.
You've been a star and trooper through all of this looking after us.... I know we have been a handful!
How can Jon help you?
•You will receive a friendly, professional service, at a time and place that suits you.
•We provide regular reviews for all of our pension and investment clients, ensuring you are on track.
•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.
•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.
Being a part of the Sterling and Law group ensures that we have access to the high quality research facilities required to fulfil this objective. Our client-first philosophy places you at the heart of everything we do.
Sterling and Law has offered sound, independent financial advice since 1997.
Over the years we have worked to provide the highest standards of independent financial advice and customer service by ensuring we listen and understand what is important to you.
Jon has over 29 years experience in financial services, helping his clients and their families plan effectively for their futures.
He believes strongly in the benefits of an independent, whole-of-market approach to helping his clients. He specialises in pensions, investments and family protection.
Having lived in the area all his life, Jon is a family man, married with twins, and a keen participator in a wide range of sports.
You can contact Jon at any time to discuss your requirements.