Wealth Managers, Accountancy Services, and Independent Financial Advice are often required simultaneously, but are rarely found in one place. The Stockdale Group ensures that our clients can access these services avoiding the stress of using multiple companies. We create long lasting working relationships and are proud to offer support and guidance whenever it is needed.
Stockdale’s is a family run group of companies founded in 1995 by Keith Stockdale & Sharon Stockdale who remain passionate about the friendly, approachable and professional ethos the group has built from within the South West and successfully extended nationally.
The group consists of:
Stockdale Asset Management Ltd. Our wealth management company with a focus on bespoke portfolios, either advisory or discretionary and designed around attitude to risk, time horizons, screening such as ethical or ecological requirements for private individuals, charities & companies.
Stockdale Accountants Ltd. Specialising in supporting small and medium sized businesses with a professional and friendly service in all traditional accounting areas. With excellent technical knowledge, we can help with efficient tax planning, HMRC compliance, management accounting and more.
Stockdale & Co. A totally independent firm of financial advisors, able to provide sound unbiased advice to both individuals and corporate clients on all aspects of financial planning.
The Stockdale Group is immensely proud of its reputation for bespoke client care. Taking the time to get to know you and ensuring that our advisers know exactly what you need is at the heart of everything we do. We are focused on high levels of adviser qualifications, encouraging our advisers to continually update their knowledge no matter if they are already chartered or fellows of their institutions ensuring the best ongoing care & advice possible for all of your financial requirements.
Stockdale Group, St Ingunger Offices, Lanivet, Cornwall, PL30 5HS
Telephone 01208 831777