3 Best Financial Services in Stafford, UK

“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 twenty years of experience in the financial services industry and is a qualified chartered financial planner with the highest industry qualification. Lonsdale Wealth Management offers independent financial planning advice. As they are not biased towards any provider, they provide cost-effective advice that prioritizes 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, Harpenden, Leeds, Bradford, Ringwood, Ware, and Chippenham.”

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“Friendly Wealth Management is proud to offer independent financial advice and believes providing the best financial solution for you is important. To ensure this, they do not have any contractual relationships requiring them to use any specific provider of products or funds. They believe this would compromise their independence and create a conflict of interest when providing investment and pension advice. The team at Friendly Wealth Management is proud to offer their clients access to chartered financial planners who are qualified and experienced in specialist areas such as pension transfers, retirement planning, investment planning, tax planning, and more. They aim to build long-term, trusted relationships with their clients by dedicating time and attention to fully understanding your goals and objectives.”

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“Principle Wealth Solutions Ltd is led by Ian Warburton, who is the firm's director and financial planning consultant. Principle Wealth Solutions Ltd provides advice and planning services for people who want to maximize 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. Call them today for a free, no-obligation consultation about planning your financial future.”

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