Stafford Wealth Management

Independent Financial Adviser  The Red House, Hertford, Hertfordshire, SG14 1AX
First meeting at adviser's own cost
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
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Mike Stafford CFP
Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

Accreditations
Certified Financial Planner
Phil Stafford CFP
Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Accreditations
Certified Financial Planner
What our clients say
"Having been clients of Staffords for many years our confidence in them is such that, having been offered free financial advice as part of a redundancy package, we chose the remain with Staffords. Their advice is tailored to our needs taking into account our attitude to risk. We have no hesitation in recommending their services to family and friends".
P.& R B., Royston Herts.
"It can be uncomfortable to think about getting older but it is a reality we must all face. By reviewing my financial needs and projected income at retirement Stafford & co. has helped me to achieve a better balance between spending today and saving for the future, increasing my chances of a comfortable lifestyle when I can no longer work".
Ms P.G., Gilston Herts.
"We have appreciated regular analysis of how our investments are performing. And particularly useful has been the annual review process when we have a relaxed face-to-face session and, with the aid of Stafford's helpful software, look at how we are progressing with our financial objectives, and take advice on any changes that we may need to make."
M. & D. E., Thundridge, Ware, Hert.
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.
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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.

Where to find us
Head office address: The Red House, Bluecoats, Hertford, Herts., SG14 1AX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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