Stallard Wealth Management Ltd

Independent Financial Adviser  Stallard Wealth Management Ltd, Wolverhampton, West Midlands, WV1 4TH
First meeting at adviser's own cost
Any advice we provide is individually tailored to your requirements and will be based on truly independent solutions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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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
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Chris Stallard
About us

Stallard Wealth Management Ltd is a Financial Planning firm run by Chris Stallard, a trusted and highly respected Independent Wealth Manager with 20 years' experience advising and supporting clients across a broad range of products and services.

Our services

We believe truly independent advice is essential in the current environment. It is such an ever changing world and there are so many advisers in the market that finding one you can trust is typically the biggest challenge.

Our company is built on integrity and honesty.

We are here to help advise you - not to sell products. We want to form a long term relationship and help you fulfil all of your ambitions, without bombarding you with all of the industry jargon that you don't want to hear. Straight forward, simple and professional advice you can trust.

Stallard Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm reference number 487395. This can be verified by visiting The Financial Services Register.
The Financial Conduct Authority does not regulate Inheritance Tax Planning.

Where to find us
Head office address: Stallard Wealth Management Ltd, Deansgate, 62-70 Tettenhall Road, Codsall, Wolverhampton, West Midlands, WV1 4TH
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
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 16th November 2020

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