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BEST RATED STAFFORD, UK FINANCIAL SERVICES

3 Best Financial Services in Stafford, UK

Expert-recommended Top 3 Financial Services in Stafford, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Lonsdale Wealth Management
Lonsdale Wealth Management
Lonsdale Wealth Management
5+ YEARS IN TBR
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LONSDALE WEALTH MANAGEMENT

(4.8 Score)
Dunston Business Village, Butterfly House, Dunston, Stafford ST18 9AB, UK Directions

Since 2003

Speciality:

✓ Investment Planning ✓ Pension Planning ✓ Retirement Advice ✓ Inheritance Tax Planning ✓ Life Assurance and Protection ✓ Divorce Financial Planning ✓ Long-Term Care ✓ Mortgages

“Lonsdale Wealth Management offers independent financial planning advice from local, accessible offices. Neil Homer, Zoe Ward, and Shelley Homer work in their financial planning team at the Lonsdale Wealth Management Stafford office. Neil has over 24 years of experience in the financial services industry and is a qualified chartered financial planner with the highest industry qualification. As they are not biased towards any provider, they provide cost-effective advice that prioritises your financial interests. They work with clients continuously, offering lifetime financial planning, as they believe regular independent advice can add significant value. Their Investment Policy Committee offers investment expertise by identifying the best investment strategies, asset allocations, and products to achieve your long-term financial goals and objectives. They have offices in St Albans, Barnet, Harpenden, Leeds, Bradford, Ringwood, Ware, and Chippenham.

2025 Update: They deliver consistently high standards and are committed to delivering an excellent customer experience for all their customers. Their financial advisers are open and honest and act with integrity. Lonsdale Wealth Management also offers free consultations.”

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Registration 04573693

Contact:

01785 711578

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

All Counties Financial Ltd
All Counties Financial Ltd
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ALL COUNTIES FINANCIAL LTD

(4.8 Score)
12 Wootton Drive, Creswell Manor Farm Estate, Stafford ST16 1PU, UK Directions

Since 2005

Speciality:

✓ Pensions ✓ Personal Pension Plan ✓ Occupational Pension Scheme ✓ Stakeholder ✓ Self-Invested Personal Pension (SIPP) ✓ Small Self-Administered Scheme (SSAS) ✓ State Pension ✓ Investments and Savings ✓ Individual Savings Account (ISA) ✓ Unit Trusts ✓ Open-Ended Investment Company (OEIC) ✓ Offshore Investments ✓ Enterprise Investment Scheme (EIS) ✓ Venture Capital Trust (VCT) ✓ Mortgages ✓ Life Assurance ✓ Equities ✓ National Savings and Investments (NSI) ✓ Estate Planning ✓ Wills ✓ Probate and Trusts

“2025 Update: All Counties Financial Ltd offers unbiased, fully researched financial advice. They are independent research specialists, offering the very best of products from the vast number of providers in the marketplace that match their clients' circumstances. They use industry-leading software to provide extensive and in-depth analysis of all providers on an independent basis. They received direct authorisation from the Financial Conduct Authority (formerly the Financial Services Authority) for both regulated and non-regulated business. The Financial Conduct Authority (FCA). They work closely with an external compliance consultant who delivers a company's robust compliance plan and compliant processes for dealing with any set of circumstances their client presents on an easy-to-understand basis. They also offer an independent mortgage advice service. All Counties Financial Ltd offers a free initial consultation.”

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Registration 05382289

Contact:

01785 606199

Mon-Thu: 9am - 5:30am
Fri-Sun: Closed

TBR® Inspection Report:

Principle Wealth Solutions Ltd
Principle Wealth Solutions Ltd
Principle Wealth Solutions Ltd
5+ YEARS IN TBR
CALL CONTACT

PRINCIPLE WEALTH SOLUTIONS LTD

(4.8 Score)
8 North Walls, Stafford ST16 3AD, UK Directions

Since 2013

Speciality:

✓ Financial Planning ✓ Protection ✓ Savings and Investments ✓ Business Protection ✓ Mortgages ✓ Pensions ✓ Wealth Management ✓ Taxation ✓ National Savings Products ✓ Endowments ✓ ISAs ✓ Junior ISAs ✓ Equities ✓ Collectives ✓ Unit Trusts ✓ OEICs ✓ Investment Trusts ✓ Fixed Interest Investments ✓ Capital Investment Bonds ✓ Offshore Collectives ✓ Key Person ✓ Share Protection ✓ Directors' and Staff Benefits ✓ Income Protection ✓ Relevant Life Cover ✓ Employers' Liability ✓ Professional Indemnity ✓ Retirement Planning ✓ Occupational Pensions / Auto Enrolment ✓ Annuities ✓ Income Drawdown / Unsecured Pension ✓ Personal ✓ Stakeholder ✓ State Pension

“Principle Wealth Solutions Ltd is led by Ian Warburton and Leigh Kenny, who are the firm's directors and financial planning consultants. The firm provides advice and planning services for people who want to maximise their finances. Their understanding of your current financial situation is the cornerstone of formulating a financial plan that will meet your future needs. The company was founded in the spring of 2013 by highly qualified professionals with over 150 years of combined experience in financial services. They offer advice based on your financial circumstances, and through their policy of treating customers fairly, you can rest assured that they have your best interests at heart.

2025 Update: The size of the valuation fee will vary by lender and property value.”

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Registration 08523862

Contact:

01785 212560

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TBR® Inspection Report:

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LONSDALE WEALTH MANAGEMENT REVIEWS

We recently approached Lonsdale Wealth Management, in Penkridge, after reading all of the positive reviews of the team there. We are now adding to that list as the service we received from Neil Homer was second to none. He took the time to meet and talk through what our needs were and was more than happy to help, nothing was too much trouble. Neil is not judgemental and is very easy to talk to, he has your needs and requirements at the forefront throughout the process. Communication was excellent, prompt and professional. If you need any help or advice, do not look any further, you will not find better. Thanks Neil.

I highly recommend Lonsdale Wealth Management. I had an initial consultation with Neil who was very professional, knowledgeable and helpful. At all stages of the process Neil communicated effectively, in a timely manner and offered me very valuable and useful financial insight and guidance. A very individualistic approach taken to address my financial circumstances. Thank you Neil and team.

Highly recommend Lonsdale Wealth Management. We have used Neil on Several occasions, he is very knowledgeable and professional, and gives good advice. Takes time to explain things throughly. Would definitely use him again Thank You Neil. Les & Sue.

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ALL COUNTIES FINANCIAL LTD REVIEWS

I had a number of work pensions that I had investments in from previous jobs through the years. I had no idea how these were working for me. With the help & experience of Ian @ all counties financial, I understood how I could make these work much better for my future retirement pot. I would highly recommend contacting them if you ever need clarity on investments & pensions.

Very calm and professional service to set up my pension from multiple pension pots. Very happy with the support and advice provided. Pleasure to deal with and would highly recommend.

Very calm and professional service to set up my pension from multiple pension pots. Very happy with the support and advice provided. Pleasure to deal with and would highly recommend.

PRINCIPLE WEALTH SOLUTIONS LTD REVIEWS

We have been using Rachael Bailey / Manning as our financial advisor for many years, well before she became independent. Her advice has always been second to none. We have watched our investments grow over the years and never had any anxieties about leaving our monies in her capable hands. We have always found her very professional and goes through everything in detail when we have our annual review. Rachael is very knowledgable and obviously keeps up to date with changes in her business duties. We would recommend her without hesitation to friends and family.

Can't speak highly enough of the advice and service offered-from initial enquiries through to completion. I'll always recommend PWS to family and friends who are re mortgaging.

Great advice and friendly service from Principle Wealth Solutions Ltd.

TBR® Inspection Score Report

LONSDALE WEALTH MANAGEMENT Total Inspection Points: 116/120
Business Hours: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

ALL COUNTIES FINANCIAL LTD Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PRINCIPLE WEALTH SOLUTIONS LTD Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Study: 9
Website Standard: 9
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
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