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.
Paul Stanfield

Brooke House, Oakley Hill, Wimborne, BH21 1RJ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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 office systems are reliable and very well organised. I feel very confident with him looking after my financial affairs.
John Morsman | MBBS, FRCS, FRCS(Ed), FRCOG, FHEA Consultant Obstetrician
Stanfield Financial Planning have been looking after all of our financial matters for nearly 15 years, and have proven themselves totally committed to giving us the finest advice at all times which in turn has proved to be the best. They are more like friends than consultants.
Clive and Mandy Timson
I have known Paul for over ten years and always look forward to our meetings as he is good company and is always very informative. I have relied on his judgement with my finances and feel safe in the knowledge that I will have a secure retirement.
Babs Cooper
I was impressed from the start with how quickly Paul Stanfield of Stanfield Financial Planning understood my individual needs and concerns relating to incomes, savings and inheritance tax. He has built, and maintains my portfolio reflecting my attitude to risk and the necessity of having a carefully balanced spread of investments. The results have been very satisfying, particularly during times of economic difficulty. I am confident that he keeps a constant watch on our interests and that he will contact me as soon as the perceives opportunities or difficulties ahead, with sound advice as to how we should act. I recommended Paul’s services to friends several years ago and they have been similarly impressed by his ability and integrity and pleased with his successes on their behalf.
Brian Parkinson
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.
An open and trusting relationship expressed with courtesy, kindness and consideration is a top priority and the groundwork for investing my finances. All these aspects were certainly Paul’s approach when we met some years ago. The designation of my funds, taking into account my need for income and growth was explained graphically for my consideration. I have never felt rushed into any decisions and everything is always explained fully in a simple yet professional manner. I am given advice and information as often as I need and Paul likes to keep in regular contact.
Nancy Underwood
For over 12 years, 3 generations of our family have entrusted Paul Stanfield of Stanfield Financial Planning with our investments and other financial matters, with excellent results. Look no further for sound advice and a first class service. As well as being a competent adviser he has also become a friend, we would have no hesitation in recommending him to anyone.
Doug and Jill Breddy
We have been dealing with Paul for 15 years and have found his advice to be sound, professional and easy to understand. We are confident that he is aware of the latest financial developments and updates us accordingly. Paul’s advice has been invaluable as our situation has changed and, on each occasion, he has been able to recommend the best possible approach to achieve our long term goals. We have had no hesitation in recommending Paul to our friends and colleagues – all of whom have commented on his approachable, efficient and prompt manner.
Ken and Angie Parke
After years of financial mismanagement with various advisers, Paul was recommended to us. What a revelation he has been; he has always made sure that we have understood what our choices are and helped us invest wisely. Thank you for your patience and for making our investments change for the better. You have given us security for the future and trust in adviser, something we didn’t think we would have.
Gerry and Vyv Ramsden
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I can vouch for the excellent advice given over the past 15 years and I have total trust in placing the development of my portfolio in Paul’s hands. Paul is very approachable, always willing to listen to my problems & proposals and advise ways forward – indeed he has become a good friend. This encourages easy discussion and creates an excellent working environment. The steadily increasing value of chosen investments, even in austere times, speaks for itself and is very satisfactory. I would recommend Paul, without reservation, to anyone requiring financial planning advice.
Rick Shaw

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.
Paul Stanfield
Whitlow Financial Planning Ltd