Sterling & Law PLC

Independent Financial Adviser  Oaklea Road, Kent, Tonbridge, TN12 6LB
First meeting at adviser's own cost
I'll help you achieve your financial goals in a professional, experienced, and reliable way. Specialist in pensions, protection and investment.
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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Traded endowment policies
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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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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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Small business
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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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Corporate pension
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Employee benefits
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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
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Sharia finance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Jon Gandell DipPFS
Independent Financial Consultant

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 assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

About us

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.

Our services

Jon has over 32 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.

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Where to find us
Head office address: Oaklea Road, Paddock Wood, Kent, TN12 6LB
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021

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