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EXPERT INVESTMENT ADVICE BY CHARTERED FINANCIAL ADVISERS IN STAFFORD

With over 20 years of experience, Friendly Wealth Management offers a comprehensive range of services to help clients with investment and financial management requirements. We serve clients in Stafford, Eccleshall, Uttoxeter, Stoke-on-Trent, Stone, Newcastle-under-Lyme and the nearby areas.
Wealth management services Free initial consultation

Experienced and qualified financial planners

At Friendly Wealth Management, we aim to build long-term and trusted relationships with our clients. We achieve this by committing sufficient time and attention in order to fully understand your goals and your objectives. We always explain and help you understand the complexities of financial matters so that you can be confident and comfortable in making financial decisions.

We are proud to be able to offer independent financial advice. We believe it is important that we are not restricted in any way in recommending a financial solution to you. In order to ensure this, we do not have any contractual relationships in place which would require us to do business with any particular provider of products or funds - we believe this would compromise our independence and create a conflict of interest when providing investment and pension advice.

We are very proud to offer our clients access to chartered financial planners who are qualified and experienced in specialist areas such as pension transfers, retirement planning, investment planning and tax planning and more. Chartered financial planner status shows the highest and most prestigious level of professional achievement. Please remember that the financial conduct authority does not regulate tax and trust advice, will writing or power of attorney.

Our core values

Our core values are at the heart of everything we do. We are proud to offer you:
  • Advice from a chartered financial planner
  • Excellent, personal service and support
  • Commitment to ethical practice
  • Independent and unrestricted financial advice
  • Ongoing reviews and market update
  • Clear and transparent charging structure
Get in touch
financial expert consultation
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Are you looking for pension or investment advice in Stafford? Contact us
for a wide variety of wealth management services. Call us on
0800 389 2276 or 01785 257 257

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