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Sterling & Law - Hampshire

Sterling & Law - Hampshire

4.9(11 reviews)See reviews ↓·Portsmouth

What customers say

Based on genuine customer reviews

Pension guidance and investment planning run through the feedback for this Hampshire firm, with Ian Batterbee named again and again. A handful of customers describe how he turns complicated retirement and tax matters into plain language, whether explaining pension schemes, moving a fund into drawdown or building a plan for someone who had long postponed it. Patience and an unhurried, non-pushy manner crop up repeatedly, one account recalling that every fact was laid out before any decision was taken. The combined technical knowledge of Ian and George is a point that comes up often, and clients also value the educational webinars on tax-efficient investing.

Beyond routine planning, reviewers mention sensitive work such as sorting pensions after a bereavement and protecting an inheritance where residential care might one day be needed, dealt with promptly and professionally. Matters are seen through to completion, with face-to-face meetings producing agreed plans and the wider team keeping everything moving. Investment suggestions have delivered strong outcomes for at least one customer, while another describes the crystallisation of a pension as running smoothly from beginning to end.

Investment serviceMortgage brokerPension office

Reviews

Reviews are taken from publicly available sources.

SP
Shirley Parker20 April 2026

Sterling Law have dealt with my personal finances for the pass 10 years. They have just helped me with crystallising my pension and the process could not have gone any smoother. After a couple of face-to-face meetings with Ian, we formed a plan and together with his team the wheels were put in motion. Six weeks on and everything has been finalised and I am all set for my ‘Golden Years’. A big thank you to Sterling & Law for a sterling job!

NM
Nick McMurray16 May 2023

I recently met with Ian, to discuss over a coffee my financial situation as I was looking for a planner and someone to manage my pension. Having set up my own business a few years ago, I had been putting this off and not giving it my full attention. Ian put me at ease straight away and in a relaxed and professional manner talked me through my options.

AW
Alexandra Williams27 April 2022

I’m incredibly grateful to the team at Sterling & Law - Hampshire. My husband has dementia, and we had been the looking on our wills / estate. We needed to 2 get some professional financial advice around our children’s inheritance to see if it could be protected in the event of my husband needing long-term residential care. The advice we received was prompt, professional and delivered in a way I can understand easily.

RC
Ruth Chaplin23 February 2022

We had a death in the family meaning all financial affairs needed to be looked at. Ian arranged all the pensions into the correct pots with good investments and helped with the settling of the pensions of the deceased family member. Ian fought our case to the bitter end; I was very pleased with Ian and all his hard working staff.

AN
Andreas Nest22 February 2022

Really great company to deal with, especially George and Ian. Their combined knowledge about pension schemes and smart investments is impressive to say the least. I've also attended one of their educational webinars about tax efficient investments, which was very helpful as well.

PT
Phillip Turner17 February 2022

I had many small retirement pensions that all needed amalgamating. Ian took the details of all the pensions and sorted everything, taking away the headache of not knowing what to do. I have been very satisfied with his advice.

P
Peter3 February 2022

Totally professional service provided by Ian and the team ! Totally recommend this company !

Financial advisers in Portsmouth compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Portsmouth are compared.

RankProviderRatingReviewsOpen Sat.
1Abbotstone Financial Solutions LLP★ 5,023No
2David Waters Financial Planning Consultant★ 5,08No
3Sterling & Law - Hampshire (this page)★ 4,911No
4Paul Murray Investments★ 4,84No
5David Winter Independent Financial Advisers Ltd★ 4,825No
Contact
Working hours
Monday09:00–17:30
Tuesday09:00–17:30
Wednesday09:00–17:30
Thursday09:00–17:30
Friday09:00–17:30
SaturdayClosed
SundayClosed