0203 544 6810
Based in Canary-Wharf
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FCA Regulated
Stacy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Stacy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Stacy has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stacy has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Stacy has not yet added their qualifications to their profile
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Stacy has not yet added their qualifications to their profile
Transparent Fees
Stacy has not yet added their fees to their profile
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Stacy has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stacy (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Stacy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stacy (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Stacy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Stacy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Stacy has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stacy has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Stacy has not yet added their qualifications to their profile
Qualifications not yet added
Stacy has not yet added their qualifications to their profile
Transparent Fees
Stacy has not yet added their fees to their profile
Fees not yet added
Stacy has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stacy (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Stacy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stacy (based on 4 first impressions)
Stacy is a Chartered Wealth Manager who has been giving tailored financial advice to private clients since 2005. He believes in building trusted and personal relationships with his clients for the long term. The advice his clients receive is helping them to be more tax efficient, to reach their retirement goals and retire at the age they want to and more importantly it’s helping them to protect their families. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 14/01/2025
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stacy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Clients' level of financial expertise
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