Independent Fixed Fee Financial Advice Tailored To You

We enjoy collaborating with:

Business Owners City Professionals Entrepreneurs Those Approaching Retirement Those Going Through a Major Life Event Those Looking to Pass on Wealth

At Ivy Sterling, we take pride in collaborating with a diverse range of clients. Our team provides tailored financial guidance and support, ensuring each client receives the expertise and attention needed to achieve their unique goals. Whether building wealth, preparing for the future, or managing complex transitions, we're here to help every step of the way.

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Alongside:

Tax Advisers Accountants Lawyers Investment Managers Bankers Trustees/Deputies

We regularly collaborate with trusted professionals to provide our clients with comprehensive, well-rounded financial solutions. This integrated approach ensures every aspect of your financial affairs is expertly managed and seamlessly coordinated.

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  • "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

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Location

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

Hours

Monday–Friday
9am–5:30pm

Contact

020 7240 3489
enquiries@ivysterling.co.uk