Wealth management and independent financial advice
in Stafford

At Friendly Wealth Management, we specialise in all aspects of wealth management, specialist transaction and investment advice. If you need pension or inheritance advice, you can count on us for professional services. We will provide you with independent financial advice on various types of wealth management and investment opportunities. You can rely on our experts for all types of pension, investment and inheritance advice. 

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Phone or email Friendly Wealth Management today, to arrange an initial consultation at no cost to you. We're experts on wealth management in The Midlands.

We are based in Stafford and also serve clients in Eccleshall, Uttoxeter, Stoke-on-Trent, Stone, Newcastle-under-Lyme and the nearby areas.

Get in touch with us

Friendly Wealth Management
64 Lichfield Road, Stafford, ST17 4LW

Free: 0800 389 2276 
Local: 01785 257 257

Business Hours

Mon - Fri          9:00 am - 5:00 pm 
Sat - Sun         Closed
Friendly Wealth Management is a trading style of Bloomsbury Square Financial Advisers Limited which is authorised and regulated by the Financial Conduct Authority (FCA).
FCA Registration Number 438187 | Registered Office: Sterling House, 64 Lichfield Road, Stafford, ST17 4LW. Registered in England Company Number: 05313715

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