Stallard Wealth Management

Stallard Wealth Management advises on investments, pensions and inheritance tax planning to provide financial security for clients and their families. With average assets per client in excess of we are trusted to provide truly independent, transparent and market-leading advice. Our vision is to lead the wealth management industry through unwavering integrity and trusted relationships. That’s why we are dedicated to doing the right thing, always. We build trust, nurture lasting relationships and partner with our clients and their families on their financial journey. We are recognised not just for our expertise, but for the extraordinary care we provide in securing our clients’ financial futures. Stallard Wealth Management Ltd. Registered Office: Deansgate, 62-70 Tettenhall Road, Wolverhampton, WV1 4TZ. Registered in England and Wales. Registration number: 1105689. Stallard Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA does not regulate estate planning. We work closely with independent whole of market mortgage advisers outside of Vision and if you are interested in receiving mortgage advice, we will be able to pass on your contact details to them. Firm reference number 487395. This can be verified by visiting The Financial Services Register.