The Red House
Bluecoats
Hertford
SG14 1AX
Stafford & Co Ltd
Financial Adviser based in Hertford
About
Established in 1986, we are a firm of Certified Financial Planners Accredited by the Chartered Institute for Securities and Investment (CISI).
Our primary service is to help clients achieve their goals in life - whatever they may be.
Our clients are mainly retired professionals, small business owners, family trusts and those preparing for retirement.
Our ethos is to look after all clients as if they were our own parents.
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Regulatory & Compliance
Stafford Wealth Management is the trading style of Stafford & Co. Ltd and Stafford Financial Planning Ltd.
Stafford & Co. Ltd is registered in England and Wales number 4227200. Stafford Financial Planning Ltd is registered in England and Wales number 4682144. The registered address of both companies is Kingsbury House 468 Church Lane London NW9 8UA.
Stafford & Co. Ltd is authorised and regulated by the Financial Conduct Authority reference 482309.
Stafford Financial Planning Ltd. provides non-regulated lifestyle financial planning services.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.