Richard Stalley Associates
Richard Stalley Associates is a firm of financial advisers based in Poole, providing financial advice tailored to clients' needs. They develop plans to help clients achieve their financial objectives, covering a range of services.
- Savings
- Pensions
- Mortgages
- Protection
- Investments
- Equity Release
- Long-term Care
- General Insurance
- Inheritance Tax Planning
- Retirement and later-life planning
Locations
Digital Popularity
Social Media
LinkedIn88 Followers
Competitors
Positive Solutions is one of the UK's leading financial advice firms, established in 1997.
FTA Wealth is an experienced independent financial advisory firm that specialises in advising business professionals and their families on a range of financial matters.
Francis Clark Financial Planning in Salisbury offers expert financial advice to individuals, businesses, and trusts, focusing on practical, long-term financial plans.
Company Details
Richard Stalley Associates is operated by Avalon (Bournemouth) Ltd and is a Active company incorporated on 22 March 2012 with the registered office located in Poole, Dorset. Avalon (Bournemouth) Ltd was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
10
Turnover
Unreported
Total Assets
£153.27K
Cash in Bank
Unreported
Total Liabilities
-£112.86K
Teams
2
1
1
Director • Joined Jan 1985
Senior Paraplanner • Joined Dec 2023
Director • Joined Jan 1985
Senior Paraplanner • Joined Dec 2023