Investments

Are you making the best use of any spare capital or surplus income
 

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Life Insurance

How much cash would your family need to maintain their current lifestyle if you die prematurely

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Pensions

When do you want to retire and how much income will you need?
 

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Contact Us

If you are interested in any of the services we offer then do not hesitate to get in touch?
 

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Markets

Market News

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Welcome to StanfordRhodes Wealth Management Ltd

StanfordRhodes Wealth Management Ltd are Trusted Financial Advisers that assist Individuals and Business Owners of widely differing financial resources and lifestages on many aspects of financial planning, with the use of an interactive lifestyle planning process we are able to take the guesswork out of our clients financial future.

At StanfordRhodes Wealth Management Ltd we firmly believe that the foundations for achieving financial goals and lifestyle aspirations are built upon creating a long term partnership between ourselves and our clients. This partnership allows us together to create clarity and certainty in our clients world.

All of our clients are individuals, as such each client requires planning that is bespoke to their needs not an “off the peg” solution. The world of finance is a constantly changing and evolving place that can often be complex in nature, by adopting a dynamic and pragmatic approach allows us to cut through the complexity and concentrate on the core issues. This in turn will increase the certainty of fulfilling our clients plans for the future.

Our expertise, experience and impartiality allow us to provide creative and practical solutions to keep you on track. We deliver our commitments by embracing technology but firmly believing there is no substitute for face-to-face meetings.

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Pension Planning
    When do you want to retire and how much income will you need?
  • Investments / Regular Savings
    Are you making the best use of any spare capital or surplus income?
  • Business Protection
    How would your business cope with the death of a shareholder or keyperson?

 

The Financial Services Authority does not regulate taxation and trust advice.




Registered Address: Oat House, Main Street, Hessay, York, YO26 8JR.

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