We provide peace of mind by offering a structured method for managing your finances. When executed effectively, we minimise potential negative outcomes while guiding you toward your goals.

Our Four Step Process

  • 1. Discovery

    In this initial free consultation, we aim to:

    • Understand what is important to you

    • Establish your objectives

    • Explain how we can help you

    • The cost of working with us to deliver your plan

  • 2. Analyse & Build

    Once you agree to work with us, we will:

    • Deep dive into your existing investments/assets/insurances

    • Analyse and present our findings

    • Build your financial plan, underpinned by cashflow modelling

    • Put forward our ideas and recommendations, including mitigating potential risks to your plan

  • 3. Implement​

    After agreeing the advice, we will:

    • Set up new accounts on your behalf

    • Transfer and consolidate existing pensions, ISAs and investments where relevant

    • Execute a new investment strategy geared towards your objectives

    • Put in place relevant insurance

  • 4. Review & Refine

    We will meet regularly to:

    • Review and refine your plan as required (we appreciate your desires/life changes)

    • Provide ongoing financial planning and investment advice

    • Take into consideration any changes to tax rules and legislation, including new planning ideas

    • Ensure you remain on track to meet your objectives

Start your journey

At the end of the process you will have 24/7 access to the Ivy Wealth portal and mobile app

  • Digital Starter

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

  • Comprehensive Planning

    For those who have built up more wealth 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.

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