
Unavailable for contact through VouchedFor
Based in Hebburn
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: June, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Stacey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 08 August 2026
Stacey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Stacey has received 15 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Stacey has received 15 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: 03 August 2026
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
Stacey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below3 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
Stacey has not yet added their fees to their profileFees not yet added
Stacey has not yet added their fees to their profile
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stacey (based on 13 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 13 first impressions)
About
Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2026, 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. 27/05/2022