The modern Financial planning practice depends to a large extent on technology to deliver an efficient clients friendly service.  Here below are the main providers of dedicated programmes and services:

  AdviserAsset is a leading product and platform comparison and due diligence tool. It was launched in 2010 and has been built to take into account the complexities of today’s market of product providers and investment platforms. The tool quickly enables us to compare platforms and product features and charges thereby ensuring that the costs and benefits of the various solutions available to you are assessed before we make a recommendation.

AdviserAsset is a leading product and platform comparison and due diligence tool. It was launched in 2010 and has been built to take into account the complexities of today’s market of product providers and investment platforms. The tool quickly enables us to compare platforms and product features and charges thereby ensuring that the costs and benefits of the various solutions available to you are assessed before we make a recommendation.

  We use the Risk Tolerance Toolkit™ provided by Finametrica which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help our clients gain an accurate understanding of their attitudes to risk. The Toolkit™ was launched in 1998 and has since gained international recognition as the world’s best practice. It is maintained with expertise from the London School of Economics, and it’s reliability and validity is backed by over one million uses from financial advisors in over 20 countries.

We use the Risk Tolerance Toolkit™ provided by Finametrica which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help our clients gain an accurate understanding of their attitudes to risk. The Toolkit™ was launched in 1998 and has since gained international recognition as the world’s best practice. It is maintained with expertise from the London School of Economics, and it’s reliability and validity is backed by over one million uses from financial advisors in over 20 countries.

  Stafford Wealth Management relies upon Genmar to maintain our Cloud- based IT services to provide an efficient and easily accessible service to our clients, wherever they may be located.

Stafford Wealth Management relies upon Genmar to maintain our Cloud- based IT services to provide an efficient and easily accessible service to our clients, wherever they may be located.

  We utilise the compliance services of regulatory consultancy practice, Paradigm Partners Ltd.  Paradigm help us to help you by keeping us up to date and checking we remain compliant in an ever changing regulatory world.

We utilise the compliance services of regulatory consultancy practice, Paradigm Partners Ltd.  Paradigm help us to help you by keeping us up to date and checking we remain compliant in an ever changing regulatory world.

  Stafford Wealth Management has used Prestwood Professional the most advanced financial planning software on the UK market, since 1990 . This software programme helps our clients to visualise their financial futures with simple easily understood charts and graphs and helps them make the right decisions to ensure they achieve their desired lifestyle.  

Stafford Wealth Management has used Prestwood Professional the most advanced financial planning software on the UK market, since 1990 . This software programme helps our clients to visualise their financial futures with simple easily understood charts and graphs and helps them make the right decisions to ensure they achieve their desired lifestyle.  

  Susan Wade    Susan Wade’s Studio 10 provides us with assistance on various projects from time to time,  including regulatory requirements, file checking, staff training etc. The most recent successfully completed projects were MIFIDII and GDPR.    With over 26 years’ experience of the financial services market Susan is ideally equipped to  provide these services. Outside of work Susan leads a very active life and loves the great outdoors. She spends her spare time either at the stables with her daughter, cycling or enjoying walks with her gorgeous golden retriever.

Susan Wade

Susan Wade’s Studio 10 provides us with assistance on various projects from time to time,  including regulatory requirements, file checking, staff training etc. The most recent successfully completed projects were MIFIDII and GDPR.

With over 26 years’ experience of the financial services market Susan is ideally equipped to  provide these services. Outside of work Susan leads a very active life and loves the great outdoors. She spends her spare time either at the stables with her daughter, cycling or enjoying walks with her gorgeous golden retriever.

  The ROL Advisor programme provides empowering digital tools to help us engage with our clients at a deeper level year on year, thereby demonstrating greater value and more meaningful financial planning outcomes.  This deeper understanding helps us better prepare for our client’s life transitions and - with Lifestyle Financial Planning - add incredible value by making sure those life transitions are well funded!

The ROL Advisor programme provides empowering digital tools to help us engage with our clients at a deeper level year on year, thereby demonstrating greater value and more meaningful financial planning outcomes.  This deeper understanding helps us better prepare for our client’s life transitions and - with Lifestyle Financial Planning - add incredible value by making sure those life transitions are well funded!

  Watermark provides us with their cutting-edge document management solutions as well as providing us with the highest levels of data security (ISO 27001); providing us with assurance, knowing that our processes and controls are secure and adhere to best practice.

Watermark provides us with their cutting-edge document management solutions as well as providing us with the highest levels of data security (ISO 27001); providing us with assurance, knowing that our processes and controls are secure and adhere to best practice.