Helping you with

Financial Planning

Financial planning helps identify and prioritise your short, medium and long term objectives through your different life stages. Stockdale & Co will help by creating a defined plan to meet these specific objectives using your available tax allowances to invest in a tax efficient portfolio and seek to maximise long term returns in line with your chosen risk strategy. We then review and maintain the plan to ensure you are on track to achieve your objectives. 

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale & Co,
St Ingunger Offices,
Lanivet, Cornwall
PL30 5HS

 

Get in touch:
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

Keith Stockdale and Company Limited is Authorised and Regulated by the Financial Conduct Authority. 

Principal: Keith Stockdale

Helping you with

financial planning

Financial planning helps identify and prioritise your short, medium and long term objectives through your different life stages. Stockdale & Co will help by creating a defined plan to meet these specific objectives using your available tax allowances to invest in a tax efficient portfolio and seek to maximise long term returns in line with your chosen risk strategy.  We then review and maintain the plan to ensure you are on track to achieve your objectives. 

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale & Co,
St Ingunger Offices,
Lanivet, Cornwall
PL30 5HS

 

Get in touch:
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

Keith Stockdale and Company Limited is Authorised and Regulated by the Financial Conduct Authority. 

Principal: Keith Stockdale