Independent Fixed Fee Financial Advice Tailored To You

Our Ongoing Services

  • Digital Starter

    Typically targeted at high-earning, busy professionals who have limited time and require a structured approach to managing their finances. This includes strategies for tax-efficient accumulation to meet their family's needs.

  • Comprehensive Planning

    For those who have built up wealth (typically £500k+) and have more complex planning requirements, such as exiting a business, preparing for retirement, and transferring wealth to future generations through estate planning.

  • Private Office

    High-net-worth individuals, families, or trusts with investable assets exceeding £5 million. These clients require sophisticated financial guidance, including strategic coordination across multiple investment managers to effectively implement a comprehensive financial plan.

  • Specialist

    Specific life events, such as divorce, personal injury, or deputyship, necessitate specialised planning considerations. This may involve creating a lifelong sustainable income stream, addressing future capital requirements to support impairments, or meeting long-term disability needs.

The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. The Financial Conduct Authority does not regulate estate planning.

  • "I had an excellent experience with Ivy Sterling. The team was incredibly helpful, taking the time to explain everything in a clear and easy-to-understand way. Their advice was well thought out, yet pragmatic and I felt they had understood my specific needs and tailored their advice to help me achieve my personal goals. I now feel confident and informed about my financial decisions thanks to their expertise and support. I highly recommend their services to anyone seeking trustworthy, personal and professional financial advice."

    Hannah

  • "The team have done a great job on assessing my current needs and what my financial goals are, they have explained all the detail well. The app is easy to use, and sets them apart from others"

    William

  • “My adviser Jessica is professional, concise and friendly. As a first time user of a Financial Planning company, I sincerely could not have spoken to anyone better prepared and patient. I hope our relationship will be profitable for all concerned and we continue to develop my investments together.”

    Audrey

Get in touch

Location

Moor Place, 1 Fore Street Avenue, London, EC2Y 9DT

Hours

Monday–Friday
9am–5:30pm

Contact

020 7240 3489
enquiries@ivysterling.co.uk