Profile

Contact Details

Member: Kevin Wheeler
Company: Sterling & Law
Phone: 01277 354852
Mobile: 07527 017585
Email: k.wheeler@sterlingandlaw.com
Website: www.sterlingandlaw.com/
Nexus Role: Member
Category: Financial Consultants

Services

Free, no obligation, initial financial health – check at your office home now
Completion of a thorough bespoke Financial Review Report for each client
Cash Flow Modelling/Goal setting
Delivery and implementation of easy to understand financial solutions
Robust mechanisms in place to ensure clients are on track to meet their financial goals

Business Profile

With over 30 years’ experience in the financial services industry I offer a wealth of knowledge in both the personal and corporate sectors; in areas such as (workplace) pensions, pension transfers, retirement planning, life insurance, investment and inheritance tax planning.
I provide a thorough professional service and aim to develop lasting relationships with my clients. My objective is to demystify the complexities of financial planning and to help clients in a clear and easy to understand manner.

Paul Light – Finance Director, Agar Scientific

” We have found Laurence and Kevin to be approachable, reliable, quick to respond on any issues and very much part of the team, and would certainly recommend them to businesses and individuals seeking financial guidance. “

Peter Nicolle – Consultant, Charter Tax

” Kevin’s diligent and professional attitude has ensured a smooth and efficient result – appointing Sterling & Law to guide us was the right decision. We wouldn’t hesitate to recommend them to other employers. “

Kerry Kettleton – Office Manager – Quality Sales Leads

” I would just like to thank you for your time during this process. I honestly would not have had a clue what to do and I was very grateful for your continued support. Especially nudging me when I had forgot to do something or dealing directly with my awkward accountants!” “

Caroline, Richmond

” Kevin has sourced an income protection policy suited to my needs and I am grateful for his patience and diligence throughout the process. I am assured that with this safety net in place that I can have peace of mind if my circumstances take a turn for the worse “

Kim & Jo, Essex

” Kevin I have to say that the service and the way in which you delivered it has been exceptional, not to mention that it was delivered in a timely fashion. As I have mentioned to you before we are and always will be financially ‘lost in the wilderness’, so dealing with you was akin to a floodlight at the end of the proverbial tunnel. Without your help we would be financially worse off now and that is a fact. Many thanks for all your recent help. “