Wealth Management Services

Our wealth management service provides you with specialist financial advice and guidance on how to plan for and realise the financial future you desire. Whether your goals are focused on planning for retirement, reducing inheritance tax for your loved ones, accumulating wealth, or protecting your assets, we will work with you in partnership to help raise your aspirations.

At Xebra Accounting we work alongside Ian Batterbee of Sterling & Law, a locally based, experiences financial adviser.

Here's what we can do for you:

Financial planning

Our financial planning service will help you align your goals, with the most effective savings and investment strategies. Every customer's needs are different, each person's goals are unique to them.

We will take the time to understand your goals, your finances, and the life you want, now and in retirement. Expert financial advice comes from having a full understanding of what you are looking to achieve, by when and why.

Pensions & investments

If you are looking for long term capital growth, income from your investments and the retirement you crave, talk to us today about our pensions and investments service.

We offer whole-of-market, fully independent advice, and guidance. We advise our customers on what's right for them, not for us.

Estate planning & inheritance tax

Did you know, if your total assets are over the inheritance tax (IHT) threshold, your family could pay in the region of 40% tax?

Careful, considered estate planning is necessary if you want to protect your assets and safeguard your children's legacy. Estate planning is more than simply a means to save tax, it protects your family if something happens to you.

Personal & business protection

In life and business, you never know what is round the corner.

Personal protection - we offer dedicated personal protection advice covering life insurance, critical illness cover, income protection and private medical insurance.

Business protection - our advice covers shareholder protection, key person insurance, relevant life policies and loan protection.

Retirement planning

The importance of planning for your retirement has never been greater. Whether you are pre-retirement, at the point of retirement or currently in retirement, we are on hand to talk you through the options that best fit your financial means and desires for your retirement.

We will work alongside you in partnership to understand your goals, income (current and projected) and current assets. From there, a bespoke retirement plan will be delivered detailing the right investment strategies to meet your desired retirement goals.

One of the key benefits to investing in a pension, is your contributions are tac relievable at your highest rate.

Mortgages & equity release

If you are looking to buy a home or purchase a investment property, the whole process of finding the right mortgage can be a minefield. With so many available lenders and mortgage products, it can be difficult to find the right one for you and your circumstances. We are here to help.

In addition to mortgages, if you are looking to release equity from your property, we can asses a range of solutions, specific to your needs and requirements.

Looking for a financial adviser to help realise your financial ambitions and goals? Give Sterling & Law a call today on 01329 550190. Alternatively, please give us a call on 023 8000 1313, or send an email to info@xebraaccounting.co.uk.

Sterling and Law is a trading name of Sterling and Law Group plc which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 216784

Take a look at our packages here. Each package can be tailored to your business, just give us a call on 023 8000 1313 and let us know what you require and we will do our best to created a package that is best suited to you and your business.

Want to talk? Book a chat now!

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