Stallard Wealth Management
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2017 |
| Employees | 1-10 |
Key Contact at Stallard Wealth Management
Chris Stallard
Director & Independent Financial Adviser
Stallard Wealth Management Email Formats
Stallard Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@stallardwealth.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stallardwealth.co.uk | 100% |
About Stallard Wealth Management
Stallard Wealth Management advises on investments, pensions and inheritance tax planning to provide financial security for clients and their families. With average assets per client in excess of £500,000, we are trusted to provide truly independent, transparent and market-leading advice. Our vision is to lead the wealth management industry through unwavering integrity and trusted relationships. That’s why we are dedicated to doing the right thing, always. We build trust, nurture lasting relationships and partner with our clients and their families on their financial journey. We are recognised not just for our expertise, but for the extraordinary care we provide in securing our clients’ financial futures. Stallard Wealth Management Ltd. Registered Office: Deansgate, 62-70 Tettenhall Road, Wolverhampton, WV1 4TZ. Registered in England and Wales. Registration number: 1105689. Stallard Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA does not regulate estate planning. We work closely with independent whole of market mortgage advisers outside of Vision and if you are interested in receiving mortgage advice, we will be able to pass on your contact details to them. Firm reference number 487395. This can be verified by visiting The Financial Services Register.
Stallard Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Stallard Wealth Management has never raised funding before.
Stallard Wealth Management Tech Stack
Discover the technologies and tools that power Stallard Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Web servers
Security
UI frameworks
JavaScript libraries
Tag managers
Form builders
Programming languages
Miscellaneous
Security
Blogs
JavaScript libraries
Operating systems
United States
Canada
Sweden
AustriaFrequently asked questions
4.8
40,000 users
