View Profile

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...”

i

View Profile

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...”

i

View Profile

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 ...”

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

View Profile

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...”

i

View Profile

Deans

(1)

Business Advisory, Wealth Management, Audit

“Very professional and helpful team. Many thanks for providing the certificate of true copies!”

i

View Profile

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 ...”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

Bright Wealth

i

View Profile

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”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

Charterhouse Financial Planning

i

View Profile

Fortune Financial Services

i

View Profile

Richards Financial

i

View Profile

Deans Wealth Management

i

View Profile

Palatine Financial Planning

i

View Profile

Howorth Financial Planning

i

View Profile

Herald Wealth Management

i

View Profile

Giliker Flynn Independent Wealth

(50)

Savings & Investment Advice, Pension Advice, Retirement Advice

“We have dealt with Giliker Flynn Independent Wealth Ltd for a number of years now and find them very professional and knowledgeable on all aspects of financial advice and investments . We would highly recommend them if you are wanting any advice ...”

i

View Profile

Choice Finance

(47)

House
Team
First Time Buyer

“Rob and his team were FANTASTIC!!!! Being that I am not from England on a visa, we were nervous about the process. Rob not only answered our questions and concerns but there was no drama or stress! Rob and his team checked in on us regularly and prov...”

i

View Profile

Clarkson Hall

(37)

The Future
Team
Insurance

“Dean helped us purchase our house. The service he provides is above and beyond anything we had experienced before. Although we did not live close Dean was instrumental in the whole process, from negotiating our purchase through the estate agents, fin...”

i

View Profile

Howard Wright

(43)

Pension
Team
Understand

“Having never had money to invest before, I was nervous about what to do. After asking around, I chose to use Howard Wright to look after my investments and I could not be happier that I did so. In particular, my advisor is fantastic and his advice...”

i

Average Cost	£3666
Minimum cost	£1223
Maximum cost	£10386
Avg Per Hour Rates	£368

Best Financial Advisors in Stafford

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Stafford area.

Pensionlite

The DM Group

Bank House Financial Planning

Stonegate Wealth Management

Deans

I.D. Bond Independent Financial Services

Evans Ash Financial Services

All Counties Financial

P X L Associates

Bright Wealth

Ellison Wealth Management Limited

Abacus Associates Financial Services

Millennium Wealth Management

Charterhouse Financial Planning

Fortune Financial Services

Richards Financial

Deans Wealth Management

Palatine Financial Planning

Howorth Financial Planning

Herald Wealth Management

Giliker Flynn Independent Wealth

Choice Finance

Clarkson Hall

Howard Wright

Retirement Planning and Investment Management Services in Stafford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Stafford

Popular in Stafford