Stafford

Popular Cities

Stafford
Join as a Pro

Best Financial Advisors in Stafford

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Stafford area, explore the top 5 standout choices among the selected group of 24 finalists.

View Profile
Stonegate Wealth Management

Stonegate Wealth Management

(10)
  • Informative
  • Financial Planning
“I would not hesitate to recommend Stonegate Wealth Management, the service we have received from Olivia has been outstanding. Very beneficial and informative with our best interest at the core of the advice. We have been kept informed of the progre...”
Transparent Fees & Pricing
Bellwether House, 20 Stafford St, Stone ST15 8QW
i
View Profile
Pensionlite

Pensionlite

(50)
Annuities & Enhanced Annuities, Pension Reviews & Switch, Wealth Management
“I found Pensionlite by accident as i was coming up to retirement. After taking time to research on the internet i spoke to two companies and asked for details. Why did i choose Pensionlite? My stance with any company or shop has been not to engage t...”
Stafford Ct, Stafford Park 1, Telford TF3 3BD
i
View Profile
Pickering & Butters Solicitors

Pickering & Butters Solicitors

(30)
Commercial Litigation, Business & Commercial, Public Services
“Jan (one of the partners) looked after Jean (my wife) and her accident claim. She was terrific - she was super professional at all times but never failed to help Jean feel at ease so she got to know her and what was important to her as her claim pro...”
Transparent Fees & Pricing
19 Greengate St, Stafford ST16 2LU
i
View Profile
The DM Group

The DM Group

(48)
  • Advice
  • Information
  • Meetings
“We cannot recommend Tim enough. As a homeowner and family of 2 young children, we needed help to ensure we were all protected financially. Tim was throughough, easy to understand and helped us make a decision perfect for our needs. This process was s...”
Home Leigh, New Garden St, Stafford ST17 4AG
i
View Profile
Bank House Financial Planning

Bank House Financial Planning

(27)
  • Sound
  • Pensions
  • Meeting
“Bank House Financial Planning have been brilliant in supporting my financial investments over the past few years. The team have been fantastic to talk to and have made it easy to find the right plan for me. Sam's been excellent in keeping me updated ...”
1 Church Rd, Brewood, Stafford ST19 9BT
FAQs
How do you charge for your services?
We charge an initial fee for the work undertaken and an ongoing fee for the ongoing advice service, designed to support you achieve your financial goals
Do you take a percentage or are your fees fixed?
We do a mixture of the two. Initial fees for planning are based on the monetary value, subject to a minimum. Ongoing fees are also based according to the value of investments.
Do you get commission?
We only receive commission for life insurance, although clients can choose to pay a fee if preferred, which in turn may lower the premium. This will be agreed individually.
Get the answers to more questions on the FAQ page on our website.
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
View Profile
Deans

Deans

(1)
Business Advisory, Wealth Management, Audit
“Very professional and helpful team. Many thanks for providing the certificate of true copies!”
Free Initial Consultation
In Business Since 2013
Units 3, Hurricane Court Hurricane Close, 4 Gibson House, Stafford ST16 1GZ
i
View Profile
Tally Accounts

Tally Accounts

(1)
Business Advisory, Wealth Management, Audit
“We've found Tally to be a fantastic tool to help us to manage all of our finances. It's brilliant for quotations, invoicing and reconciling our counts. We can't recommend it highly enough!!”
Free Initial Consultation
In Business Since 2013
Hurricane Court Hurricane Close, Gibson House, Stafford ST16 1GZ
i
View Profile
I.D. Bond Independent Financial Services

I.D. Bond Independent Financial Services

(17)
  • Team
  • Pension
  • Investments
“I've worked with Peter & ID Bonds since 2020 when purchasing our first home. I've experienced a first class service, nothing is too much to ask of Peter and he's always at hand to help, explain and advise. He will always go the extra mile if it will ...”
Woodland House, Stafford Brook Rd, Rugeley WS15 2TX
i
View Profile
Evans Ash Financial Services

Evans Ash Financial Services

(1)
Protecting Your Family, Retirement Planning, Later Life Planning
“Simply the Best!!! I recently underwent, probably the most complicated property purchase under the affordable housing scheme. From the very beginning - obtaining a mortgage (not many mortgage providers lend on the scheme) to completion Wendy from Ev...”
Market St, Penkridge, Stafford ST19 5DH
i
View Profile
All Counties Financial

All Counties Financial

(4)
“Very calm and professional service to set up my pension from multiple pension pots. Very happy with the support and advice provided. Pleasure to deal with and would highly recommend.”
12 Wootton Dr, Stafford ST16 1PU
i
View Profile
P X L Associates

P X L Associates

(1)
“Last year we were recommended by a friend and thank goodness we were. The last year has been strange due to Covid and the delays from providers. Have to say we have had impeccable, professional help and advice. Not to mention patience! With a few hi...”
40+ Years Experience
9 Rowley Ave, Stafford ST17 9AA
i
View Profile
Bright Accountancy Services

Bright Accountancy Services

(1)
“Brilliant accountant and really helpful”
Unit 5a St Albans Rd, Stafford ST16 3DR
i
View Profile
Bright Wealth

Bright Wealth

“We provide you with real-time information to help you make informed decisions about your finances. Our team of experts can guide you on retirement planning, savings & investments, tax planning, estate planning, mortgages & protection. We work with yo...”
Subani House, Old Stafford Rd, Slade Heath, Coven, Wolverhampton WV10 7PJ
i
View Profile
Ellison Wealth Management Limited

Ellison Wealth Management Limited

(3)
“Having used Ellison Edwards for both my business pensions and personal wealth interest I cannot recommend them enough as a friendly and trustworthy business to deal with. Positive Responsiveness, Quality, Professionalism, Value”
2A Stafford St, Eccleshall, Stafford ST21 6BH
i
View Profile
Abacus Associates Financial Services

Abacus Associates Financial Services

(5)
“Excellent service from Martin Field, Abacus Associates Stafford. The consultation was thorough, explaining my options, reassuring me on the concerns I had and signposted me to other services which could be helpful to me. Extremely helpful, Great S...”
62 Rowley St, Stafford ST16 2RH
i
View Profile
Griffin & King Insolvency Practitioners Shropshire

Griffin & King Insolvency Practitioners Shropshire

“We are Business Rescue Specialists and offer no-nonsense, clear advice to business owners and individuals who are in financial difficulties. Our comprehensive range of services covers all aspects of turnaround, recovery and insolvency solutions.”
Transparent Fees & Pricing
35++ Years Experience
The Rural Enterprise Centre, Battlefield Enterprise Park, Stafford Dr, Shrewsbury SY1 3FE
i
View Profile
Millennium Wealth Management

Millennium Wealth Management

(2)
“I used Millennium Wealth Management to arrange my first mortgage recently. Neil and Lucy were excellent from start to finish and I'm very grateful for their help for what was a very new and stressful process for me. Even though COVID pushed my plans ...”
The Rural Enterprise Centre, Stafford Dr, Shrewsbury SY1 3FE
i
View Profile
Deans Wealth Management

Deans Wealth Management

“We have a fully Chartered team of advisers with decades of cumulative experience – in helping both individuals and families to meet their financial objectives, whatever they may be… Our team is growing fast, and here we briefly outline our proven pro...”
In Business Since 2016
Gibson House, Hurricane Cl, Stafford ST16 1GZ
i
View Profile
Richards Financial

Richards Financial

“At Richards Financial Ltd I aim to offer individual tailored financial planning advice in the comfort of your own home, at work, or at my office near Stafford. I am particularly proud of the individual attention that I give, reflected in the number o...”
9 Elm Dr, Bradley, Stafford ST18 9DS
i
View Profile
Palatine Financial Planning

Palatine Financial Planning

Horsebrook Ln, Brewood, Stafford ST19 9EF
i
View Profile
Fortune Financial Services

Fortune Financial Services

61 Marston Rd, Stafford ST16 3BX
i
View Profile
Charterhouse Financial Planning

Charterhouse Financial Planning

“Charterhouse Financial Planning Ltd is a Financial Advice practice, focusing on long term relationships with our clients. As a practice we specialise in investment and pension planning for private and corporate clients.”
In Business Since 2003
Little Kinvaston, Watling Street, Gailey, Stafford ST19 5PR
i
View Profile
Howorth Financial Planning

Howorth Financial Planning

“We offer the benefit of a single relationship to meet all of your financial needs, whether you are at retirement, a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have ...”
Offers Financing Options
33 Eastgate St, Stafford ST16 2LZ
i
View Profile
Herald Wealth Management

Herald Wealth Management

“Thank you doing my NHS pension review. As I did not fully understand the new changes in the NHS pensions, this review was very useful to me. Dan and his team at Herald Wealth Management did a wonderful job. The service and support was exceptional. Th...”
Office 25, Flexspace Offices, Battlefield Enterprise Park, Stafford Dr, Shrewsbury SY1 3FE
i

Retirement Planning and Investment Management Services in Stafford Cost Estimates

Minimum cost
£1223
Maximum cost
£10386
National Average
£3666
Avg Per Hour Rates
£368
£2444
£6721
Average price range is based on 403 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost £3666
Minimum cost £1223
Maximum cost £10386
Avg Per Hour Rates £368

Average range $2444 to $6721 is based on 403 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Stafford

Popular in Stafford

, ENG
Back To Top