Peter Stalworth Email and Phone Number
Welcome, I'm Peter Stalworth.I set up Stalworth Wealth after being both employed and self-employed operating under a couple different firms. Not all firms are built the same and I wanted to build one that keeps the client at the heart of what we do and expand the area of advice I could offer to existing clients. I was frustrated with a few things in the industry.Lack of transparency: I didn’t like how smoke and mirrors it can be. It's important to be upfront with clients about costs and the potential risks associated with investments.Competition-focused mindset: focusing on competing with each other rather than working together to help clients. We should be collaborating to provide the best possible service and advice for the clients.Overly complex: Some financial products can be unnecessarily complex, which can make it difficult for clients to understand what they're taking out or investing in. I prefer to recommend straightforward products that clients can easily grasp with an evidence based approach. It breaks my heart when clients come to me feeling overwhelmed and stressed about their finances. Money can be a significant source of anxiety for many people, and I want to do my part in helping alleviate that stress.It upsets me when clients have fallen victim to bad or inappropriate advice. I've seen first hand how devastating it can be and leave people trapped or confused, and I'm passionate about educating my clients on how to avoid these situations and the right direction to take.I prioritize education and empowerment when working with clients. By teaching them about personal finance and how to protect themselves and build financial resilience, they feel more confident and in control of their financial future.I work closely with clients to create a realistic financial plan that is tailored to their unique circumstances. By helping them set achievable goals and stay on track, they can build a more secure financial future.Want to chat? Drop me a message or call and let's see how we can help.T - 01543 548011E - contact@stalworthwealth.co.ukW - www.stalworthwealth.co.ukFB - @stalworthwealthIG - @stalworthwealth
Stalworth Wealth
View- Website:
- stalworthwealth.co.uk
- Employees:
- 2
-
Managing Director | Certified Financial PlannerStalworth WealthCannock, Gb -
Managing Director | Financial PlannerStalworth Wealth Oct 2022 - PresentCannock, England, United KingdomBased in South Staffordshire, Stalworth Wealth is an independently owned financial planning practice. We specialise in the provision of comprehensive, in-person financial advice and wealth management services to a select number of private clients.We typically work with business owners and private clients approaching or in retirement, serious about structuring their affairs to enjoy the lifestyle they’ve worked hard for.Our approach extends beyond traditional financial advice. We educate and inspire our clients to live the life they desire; establishing their lifestyle goals, then creating a plan with them to organise their financial resources in order to achieve them.We are a family business focused on building long-term, collaborative relationships with an emphasis on personalised service. Honest conversations and a commitment to always acting in our client’s best interests will build trust, giving them confidence their affairs are in safe hands -
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Frequently Asked Questions about Peter Stalworth
What company does Peter Stalworth work for?
Peter Stalworth works for Stalworth Wealth
What is Peter Stalworth's role at the current company?
Peter Stalworth's current role is Managing Director | Certified Financial Planner.
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