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.

IFA croydon andy norrington

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 planner 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

    andrew.norrington@sterlingandlaw.com

    07834 269 891

    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