A Partner Practice of St. James's Place Wealth Management

Stanfield Financial Planning

Paul Stanfield

DipPFS
At Stanfield Financial Planning we are committed to building long-term relationships with our clients to assist them with all of their financial decisions.

About

We pride ourselves on basing all of our advice on a genuine desire to look after people and help them understand complex financial planning matters in a straightforward and simple manner.

Paul Stanfield is the founder and Managing Director of Stanfield Financial Planning and is responsible for meeting with clients and providing individually tailored Wealth Management and Financial Planning advice. He has more than 28 years experience in the Financial Services Industry.

Paul started his career with Nat West Bank where he quickly progressed to be one of their youngest Financial Advisers. In 1997 he became an Independent Adviser for a large national firm and then in 2004 started his own Practice. Due to the success of Stanfield Financial Planning he was approached to join the prestigious St. James's Place Wealth Management.

Paul offers bespoke advice on investment planning, savings, pension planning, trusts* and inheritance tax planning.

When he is not working, Paul enjoys spending quality time with his family, going on bike rides and walks with his dog in the New Forest and on the Dorset coastline.

*Trusts are not regulated by the Financial Conduct Authority.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

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Testimonials

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Paul Stanfield looked after my mother’s financial affairs for many years very successfully; she had confidence in him and liked him very much. He will now be looking after my own finances. He is very personable, friendly and helpful and his professional knowledge and judgement are excellent. His ...
John Morsman |MBBS, FRCS, FRCS(Ed), FRCOG, FHEA Consultant Obstetrician
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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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Stanfield Financial Planning is a trading name of Whitlow Financial Planning Ltd. Whitlow Financial Planning Ltd is registered in England and Wales, Number 528410. Registered Office: 38 Middlehill Road, Colehill, Wimborne, BH21 2SE.