Stockdale Assest Management

Stockdale & Co, a distinguished firm of financial advisers, was established in 1995 by Keith Stockdale and Sharon Stockdale. With our headquarters located in the charming village of Lanivet, Cornwall, we are proud to offer a personalised, friendly, and professional service to both individuals and corporate clients. Our aim is to provide sound, unbiased advice on all aspects of financial planning, helping you attain your personal goals and aspirations.

At Stockdale & Co, we take the time to understand your financial complexities, risk tolerance, and objectives. By listening closely to your needs, we can offer tailored advice that enables you to make informed decisions about your financial future. We pride ourselves on offering a service that combines the highest level of expertise with a personal touch. Our commitment to our clients' financial well-being is at the heart of everything we do.

Our website content is subject to the UK regulatory regime and is targeted at consumers based in the UK. While we are authorised and regulated by the Financial Conduct Authority, it's important to note that we do not regulate all forms of Inheritance Tax Planning.

Our Services

At Stockdale & Co, we offer a comprehensive range of financial planning services, designed to cater to your unique needs and goals. Here's an overview of the services we provide:

• Financial Planning: Our expert advisers can help you create a tailored financial plan, designed to meet your short, medium, and long-term goals. We take a holistic approach to financial planning, considering your financial situation, lifestyle, and aspirations to provide bespoke advice that works for you.
• Investments: We offer advice on a wide range of investment options, including stocks, shares, bonds, and mutual funds. Our experienced advisers will work closely with you to develop an investment strategy that aligns with your risk profile and objectives.
• Pensions & Retirement Planning: Our pension and retirement planning services can help you make the most of your retirement savings. We offer advice on a range of pension schemes, including personal pensions, stakeholder pensions, and self-invested personal pensions (SIPPs), and can help you create a retirement income strategy that maximises your returns and minimises your tax liability.
• Inheritance Tax Planning: While we do not regulate all forms of Inheritance Tax Planning, we can offer advice on how to mitigate your inheritance tax liability. By understanding your estate and financial situation, we can help you take advantage of the available tax reliefs and exemptions to reduce your overall tax burden.
• Life Assurance: Our life assurance services can help you protect your loved ones in the event of your death. We offer advice on a range of life assurance products, including term assurance, whole of life policies, and critical illness cover.

Our team of experienced and knowledgeable advisers is dedicated to providing you with a personalised, professional, and friendly service, designed to help you achieve your financial goals.

Meet the Team

• Keith Stockdale FCSI FPFS Chartered Wealth Manager & Financial Planner: Co-founder of the Stockdale Group and Director of Stockdale Asset Management & Stockdale Accountants Ltd., Keith is a highly experienced Chartered Wealth Manager and Chartered Financial Planner. With a wealth of knowledge and expertise, Keith advises clients across the UK on all aspects of wealth management.
• David Ellicott Dip PFS Financial Adviser: David joined Stockdale & Co in May 2014 following a career in the automotive industry. He has since qualified as an Independent Financial Adviser and now provides advice to new and existing clients on their pensions and investments. David also advises our corporate clients on their automatic enrolment obligations and setting up workplace pension schemes.