Our Services
Committed to your financial future
Stockdale & Co offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
- Savings & Investments
Portfolio planning
Unit trusts
Bonds
ISA's
National Savings
- In house stockbroking
Advisory funds
Discretionary funds
- School fees planning
- Inheritance tax
Capital gains tax
Trust services
- Pensions
Annuities
- Critical illness cover
Family protection
Income protection
Life assurance
- Mortgages
- Complaints handling
A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.