0330 038 8941
Based in Hebburn
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FCA Regulated
Last checked: 08 March 2025
Stacey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Verified reviews: 100%
Stacey has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 03 February 2025
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.
3
Qualifications Uploaded
3 qualification certificates available to view
Stacey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Stacey has not yet added their fees to their profile
11
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Stacey
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stacey (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 08 March 2025
Stacey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Verified reviews: 100%
Stacey has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 03 February 2025
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.
3
Qualifications Uploaded
3 qualification certificates available to view
Stacey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Stacey has not yet added their fees to their profile
11
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Stacey
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stacey (based on 11 first impressions)
Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2025, 2024, 2023, 2022 and 2021’ as featured in The Times! Stacey is a highly experienced financial adviser having been in the financial services industry since 2001 (in the UK and internationally.) Stacey has worked across all client profiles specialises with private clients and business owners and has a network of specially selected experts to support all client advice needs. She is able to give advice in the following areas: • Final Salary/Defined Benefit Pension transfers • Retirement planning • Pensions in Divorce • Tax-efficient savings & investments • Tax and Trust Planning • Long Term Care Planning • Life/Health/Business Protection • Auto Enrolment/Company Pensions The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 27/05/2022
Offers available through VouchedFor
Contact Stacey through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Stacey's clients
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Adviser Disclaimer
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. Please note, we generally do not engage with clients for DB transfer advice who are not intending to access income benefits in the immediate future, typically within the next 12 months