Ivy Sterling is an independent financial planning firm based in London, specialising in providing fixed-fee, tailored financial advice primarily for high earners, individuals approaching or in retirement, and those experiencing significant life changes such as divorce or selling a business.
Our services focus on comprehensive financial planning including tax-efficient wealth accumulation, retirement preparation, estate planning, and wealth transfer to future generations. We also offer specialist advice for complex situations like personal injury and trustees ensuring clients have sustainable income streams and plans that adapt to life changes.
We serve a range of clients from busy professionals to high-net-worth individuals and families, alongside their other advisers (accountants, tax advisers, lawyers).
Company Details
- Founded
- 2024
- Address
- Moor Place, 1 Fore Street Avenue, London,ec2y 9dt,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.ivysterling.co.uk
- HQ
- London
Ivy Sterling Ltd Questions
Ivy Sterling Ltd's website is http://www.ivysterling.co.uk
Ivy Sterling Ltd's LinkedIn profile is https://uk.linkedin.com/company/ivy-sterling-ltd
Ivy Sterling Ltd's industry is
Financial Services
Ivy Sterling Ltd's top competitors are
Autumn Financial Planning,
Mulberry Bow,
Vessel Medic,
Deep Dive Financial Planning,
Concert Studio,
Financial Options,
Advice Wise Ltd (Independent Financial Advice),
Mcgeoghan Wealth Management And Financial Planning,
Advice On,
Impartial Financial Advice Ltd..
Ivy Sterling Ltd's categories are Financial Services
Ivy Sterling Ltd's founding year is 2024
