Friendly Wealth Management

Independent Financial Adviser Sterling House, 64 Lichfield Road, Stafford, Staffordshire, ST17 4LW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Chartered Financial Planners specialising in Investments, Pensions, Retirement Planning, Taxation and Wealth Management.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
adviser-person
Martin Migowski BA (Hons) APFS BA (Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Stephen Platts
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Sterling House, 64 Lichfield Road, Stafford, Staffordshire, ST17 4LW

Make an enquiry
About us

We are very proud to offer our clients access to Chartered Financial Planners who are qualified and experienced in specialist areas such as Pension Transfers, Retirement Planning, Investment Planning and Tax Planning and more. Chartered Financial Planner status shows the highest and most prestigious level of professional achievement.

Our services

At Friendly Wealth Management, we are proud to be able to offer independent financial advice. We believe it is important that we are not restricted in any way at the point we recommend a financial solution to you. In order to ensure this we do not have any contractual relationships in place which require us to place business with any particular provider of products or funds as we believe this would compromise our independence and create a conflict of interest when providing advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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