Stacey Arcus FPFS - Quilter Financial Advisers
Initial consultation free
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Chartered Financial Planner & Pension Transfer Specialist.
Fellow of the Personal Finance Society.
‘Top Rated Adviser 2024, 2023, 2022 and 2021’ as featured in The Times!
We can advise you on
Clients
helped
47helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£150k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Miss Stacey Arcus
Chartered Financial Planner & Pension Transfer Specialist
What our clients say
a
Andrew
Stacey reviewed our specific circumstances and using her knowledge and qualifications offered a solution which enabled the transfer from a final salary scheme to a drawdown pension.
Stacey, is an...
d
Deborah
As I approach retirement I wanted to ensure that my pension funds are invested appropriately and that the income generated could be tailored to my needs.
Stacey has a straightforward approach that...
i
Ian
Excellent service, quick responsive and professional.
e
Elaine
Stacey was always there when I needed her support. She took away all the stress from what was a complicated process and made it run very smoothly.
In all honesty I cannot fault anything that Stacey...
j
John
Stacey is accredited to assist investors with pension transfers. This is a very complex area with heavy regulatory requirements that need to be adhered to. As one would expect, there were numerous...
p
Paul
I needed an advisor to release a pension I had. It had to be done by a specialist. It was tight with deadlines and numerous advisors had already told me it couldn't be done. Stacey made it happen...
Compliance
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. Trusts are not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change. Please note, we generally do not engage with clients for DB transfer advice who are not intending to access income benefits in the immediate future, typically within the next 12 months Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 21/10/2022
Legal information
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