Can you still provide for your retirement ?
24 miles due north of London, where we are still located.
We serve the needs of a wide variety of clients from professionals, to small-business people, families and trusts.
The financial planning service is provided by Stafford Financial Planning Ltd, and all analysis and research is undertaken 'in house', while associated services such as accounts preparation, property management and will writing are outsourced to other professionals.
The regulated investments service is provided by Stafford & Co. Ltd. All market research, product research, risk profiling, asset allocation and administration is undertaken in house, while specialist services such as asset management and pension transfer analysis is outsourced.
For ease of communication all services are provided under the same trading style
Stafford Wealth Management is the trading style of Stafford & Co. Ltd and Stafford Financial Planning Ltd. Stafford & Co. Ltd is registered in England and Wales number 4227200. Stafford Financial Planning Ltd is registered in England and Wales number 4682144. The registered address of both companies is Trafalgar House Grenville Place London NW7 3SA. Stafford & Co. Ltd is authorised and regulated by the Financial Conduct Authority reference 482309. Stafford Financial Planning Ltd provides non-regulated lifestyle financial planning services. The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
"As clients since 1990 we have always been impressed by the professionalism, the quality of advice, the sensitivity displayed to our needs, the wide choices we have been offered and also for the slightly firmer guidance when we have been on unsure ground. We have never hesitated in recommending the practice to friends and acquaintances - something we have done several times over the years. Overall we can say that we have almost received cradle-to-grave service. After that, not even Staffords can help!"
"Our family has been reliably advised on all financial matters by Stafford & Co. since 1986. I have recommended the firm to more than one friend who had suffered a family bereavement, because in my own experience their support at such a time was invaluable, efficient and sensitive."
"Because of the advice received from Stafford & Co. when I received a lump sum payment on the death of my husband, I have been able to live very comfortably for many years and anticipate being able to do so in the future. Had I not received this advice I am sure the lump sum would have rapidly depleted in a savings account. I particularly appreciate the way that Stafford & Co. ensure that my investments are as tax efficient as possible and provide me with a service which greatly reduces paperwork."
"For 20 years Stafford and Co have managed our investment portfolio effectively, they have provided us with reliable advice in an open and transparent way. Easy to contact, they reply to queries promptly, meetings are conducted professionally and the regular updates on our investment portfolio is very helpful."
"I have been a client of Staffords since 1994 and have been provided with a consistently excellent service in that time. I first approached the company (following personal recommendation) when I came into an inheritance and was anxious to invest the proceeds in the wisest possible ways. I received very sound guidance over a wide portfolio of investment recommendations and, to this day, investments made have performed well, even in our current 'difficult' financial times.
I also sought advice when I wished to retire from my career and was unsure as to whether I could afford to do so. The company's advice that I could comfortably retire (some 7 years ago now) proved accurate, supported by the private pension that Stafford & co. set up for me. Certain of my investments now also provide regular cash income and, so, retirement is worry-free and good!
"If you're not financially-minded, its fantastically reassuring to get help with the long view, and the big decisions- allowing you to get on and enjoy your life."
"Mike & Phil Stafford and their great team have for many years (since 1993) given me excellent help, support and advice in good times and in bad."
"Mike Stafford has been our adviser for 13 years. He is always ready to advise but never intrusive, and our portfolio has gained significantly from his knowledge of the bewildering range of financial products available in the market place. We continue to rate him highly."
