Wealth Management
Accumulate wealth, manage taxes and plan for your financial future.
Based in Croydon, covering the whole of Surrey.
Wealth Management Services in Croydon & Surrey
My wealth management clients come from a range of backgrounds and have unique circumstances and financial objectives. In my experience, clients typically want to gain clarity on their financial future and accumulate wealth over time. My approach to wealth management is tailored to your needs – clear, and focused on positive outcomes aligned with your needs. I will work with you to create a wealth or plan developed specifically for your circumstances.
Looking for guidance and specialist advice from an experienced wealth manager? Contact me today for a free 1-hour consultation.
A trusted, local wealth manager in Surrey
Providing the highest level of customer service is paramount to creating long lasting relationships.
Trust, integrity, and honesty are all values I adhere to when working with my clients.
With dozens of reviews from local individuals, with Sterling & Law, you finances and financial futures are in safe hands.
Wealth management for individuals & business owners
My bespoke wealth management service helps those looking to accumulate wealth, or recieve an income from their investments.
Typically we work with families, individuals, and business owners, who require an expert to manage their wealth, whilst they focus on their day to day lives.
Whether you are at the start of your journey, or looking t support in managing your investment portfolio I am here to help.
What does a wealth manager do?
A specialist wealth planner will work with you to understand your goals and will formulate a bespoke plan.
Wealth planning is complex and detailed. Here are some things you would be wise to ask yourself:
- Are you looking to accumulate wealth?
- Are you looking for income from your investments?
- What is your attitude to risk?
- How about succession planning – who are your beneficiaries?
- What is your current IHT position?
- Is your spouse or partner likely to outlive you?
- Is now the right tie to start passing on an inheritance?
- What do you want your financial legacy to be?
Wealth Management: The investments I manage for my clients
Some of the investments & strategies that formulate an effective wealth plan include:
- Pensions & retirement planning
- Investment funds
- Business property relief
- Venture capital trusts (VCTs)
- ISAs
- Business & personal protection policies
Customer testimonial
Have a read of some of my recent customer testimonials.
Andy is very approachable and explained everything in a very down-to-earth way that was easy to understand.
Andy has been really concise and clear about options available, has responded quickly and patiently with questions and generous with his time.
Andy listened to our needs and took onboard our circumstances and preferences to set a plan that will put us in a better position than we are at present.
About Andy Norrington – Wealth Manager
As an FCA-regulated, financial planner and wealth management professional, I work with individuals and families from a range of backgrounds. Typically, I work with those looking to accumulate wealth, and plan for the financial futures they desire.
Everything starts with a conversation, contact me today for a free no-obligation meeting or call.
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Managing and building your wealth
As an experienced wealth manager, I offer independent, impartial financial advice to a range of individuals and families. My independence means I am not tied to any provider or scheme and work to the customer’s specific needs and requirements.
My areas of focus and expertise cover:
- Pensions & tax efficient investments
- Long term tax planning
- Intergenerational & inheritance tax planning
- Business & personal protection
- Managing and building your wealth
To find out more about me, my experience and qualifications click here
Contact Andy
Andy has been really concise and clear about options available, has responded quickly and patiently with questions and generous with his time.
Effective wealth planning. Experienced financial advisers.
Address
Sterling & Law – Croydon
Ashton Court
94 Chatsworth Road
Croydon
CR0 1HB
Wealth management – FAQs
Please find below a handful of questions and answers you may have about our services.
What is wealth management?
Wealth management is an ongoing service that combines financial planning and investment management. Furthermore, it involves other services to help you grow, protect, and transfer your wealth effectively. These services are typically delivered by a wealth manager or independent financial adviser.
Lastly, if you work with a wealth manager, they will create personalised plans tailored to your unique financial goals and circumstances.
What are the benefits of working with a wealth manager?
Working with a wealth manager offers you peace of mind by ensuring an experienced professional expertly handles your financial affairs. You’ll benefit from reduced financial stress, the guiding hand of an experienced wealth manager, and the opportunity to mitigate and reduce taxes.
Furthermore, a wealth manager will deliver and manage a comprehensive investment strategy that adapts to your changing needs and goals. As a result, this provides long-term financial security.
Is a wealth planner the same as a wealth manager?
No, a wealth planner focuses on creating detailed financial plans and strategies, while a wealth manager provides you with a broader range of services, including investment management and ongoing financial advice.
Wealth managers offer a more integrated approach to managing all aspects of your financial life. Of course there is a bit of overlap between both roles, and an experienced wealth manager can perform the role of a planner easily.
What should I bring to our first meeting, and what will we discuss?
For our first meeting, please bring financial documents such as bank statements, details of any current investments ort pensions, tax returns, insurance policies, and a list of assets and liabilities.
In our first meeting, we will discuss your financial goals, current situation, risk tolerance, and any specific concerns or questions you have. This information will help us create a personalised plan tailored to your needs.
Where are you based, and what areas do you cover?
We are based in Croydon, and cover the whole of Surrey.
Whether you have build wealth, or are at the start of your financial journey, we can help.