Stafford Wealth Management

Independent Financial Adviser  The Red House, Hertford, SG14 1AX
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FCA authorised
Last authorised 29th November 2021
Personal financial planning and Investment services for trustees, private individuals and their attorneys.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Mike Stafford CFP
Director
MRS Phil Stafford CFP
Director
About us

Formed in Hertford in 1986 we have been helping clients to achieve their objectives in life.
Both directors are Certified Financial Planners, Chartered Wealth Managers, and members of the Chartered Institute for Securities and Investment (CISI), and the Personal Finance Society (PFS).
We were the first firm in the UK to be appointed Accredited Financial Planning Firm by the Institute of Financial Planning.
In 2012 the directors were joint recipients of the Lloyds Bank/ Scottish Widows 'Lifetime Achievement' award for service to clients.
Please visit our website. <url hidden>

Our services

We look after the personal financial requirements of business owners, professionals and the retired. We help them build plans to achieve their goals in life. Many of these plans utilise family trusts to protect assets for future generations. Phil Stafford specialises in helping women - especially the elderly and widowed - to manage their finances.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Red House, Bluecoats, Hertford, SG14 1AX

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