Stafford & Co, was formed in September 1986 in the county town of Hertford, 24 miles due north of London, where we are still located.
We serve the needs of a wide variety of clients from professionals, to small-business people, families and trusts.
Our clients are mostly regarded as being financially independent, or aspiring towards it. They could also be classified as 'wealth creators' or 'wealth preservers'. They have two aims in common - to be well organised financially and to make the best use of their assets towards the achievement of their ambitions for themselves and their families.
The financial planning service is provided by Stafford Financial Planning Ltd, and all analysis and research is undertaken 'in house', while associated services such as accounts preparation, property management and will writing are outsourced to other professionals.
The regulated investments service is provided by Stafford & Co. Ltd. All market research, product research, risk profiling, asset allocation and administration is undertaken in house, while specialist services such as asset management and pension transfer analysis is outsourced.
We like to work closely with our client's other professional advisers to ensure a consistent and comprehensive approach in the management of their affairs. We see it as our role to act as the catalyst to ensure everyone is 'singing from the same hymn sheet'. This approach ensures clients leverage greater benefit from the individual experts and are more likely to achieve their aims and objectives in the most cost effective and efficient manner.
For ease of communication all services are provided under the same trading style Stafford Wealth Management.
Enquiries please to firstname.lastname@example.org