BEST RATED STAFFORD, UK FINANCIAL SERVICES

3 Best Financial Services in Stafford, UK

Name: 3 Best Financial Services in Stafford, UK
Rating: 4.8

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!

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LONSDALE WEALTH MANAGEMENT

4.8

Dunston Business Village, Butterfly House, Dunston, Stafford ST18 9AB, UK Directions

Since 2003

Speciality:

“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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ALL COUNTIES FINANCIAL LTD

4.8

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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PRINCIPLE WEALTH SOLUTIONS LTD

4.8

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.”

3 Best Financial Services in Stafford, UK