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Información sobre la empresa

  1. Asesor financiero
  2. Bróker financiero
  3. Planificador financiero
  4. Servicio de inversión
  5. Corredor hipotecario

Escrito por la empresa

Mission: Our mission is to help you achieve your retirement and investment goals, obtain the right mortgage for your home, all while making sure your family has lifelong financial security and resilience. How, by providing expert advice on income planning, savings strategies, investment opportunities, mortgage and insurance planning. We strive to offer unbiased advice and customized solutions that are tailored to your unique needs and circumstances. Because there is only one of you in this world! Vision: We envision a world where everyone we work with can retire comfortably and confidently, with the knowledge and understanding that their financial future is secure. For us, this starts with getting the foundations right. We choose to be truly independent and offer whole of market advice, not only for pensions and investments but also Insurance and mortgages. Why, because it makes sense to encompass the key financial areas in your life. Which is more than just a pension or a mortgage on its own, we understand that! Values: Our values define who we are and guide everything we do. We believe in honesty, integrity, diligence, and transparency, and we always put your interests first. We listen carefully to you and take the time to understand your goals and aspirations, so that we can develop personalized strategies that meet your needs. We are committed to building long-term relationships with our clients, and we take great pride in the trust and confidence that they place in us. We don't just want to be your financial adviser for today – we want to be your financial adviser for life. We will always be here to provide the expert advice and guidance that you need to succeed.


Información de contacto

4,5

Excelente

TrustScore: 4.5 sobre 5

13 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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Valorada con 5 estrellas sobre 5

Professional advice from an honest down to earth company. Excellent!!!

A truly excellent meeting I have had recently with my financial advisor. Peter explained my options clearly listened to my concerns and made me feel totally at ease. Down to earth, professional and understanding and gave me all the time I needed. I never felt anything was rushed and could not have been more helpful . Highly recommended to anyone who’s trying to build on their future in these difficult times.
Thank you Peter and Molly.

16 de marzo de 2026
Valorada con 5 estrellas sobre 5

Definitely Recommend

I had an excellent meeting with Pete Stalworth, my financial adviser yesterday. Their expertise was clear from the start, and the guidance they offered was tailored perfectly to my goals. Their thorough approach and outstanding customer service made everything feel effortless. I would highly recommend working with them.

19 de enero de 2026
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Respuesta de Stalworth Wealth

Thanks Annie, it’s a pleasure to have you as a client!

Valorada con 5 estrellas sobre 5

Pete is one knowledgeable bloke!

Pete is one knowledgeable bloke! When I decided to begin my investing journey, I found myself overwhelmed by the amount of information online. Seeking simpler advice amongst the jargon, I reached out to Pete for some guidance. Not only did he simplify the processes and different methods for me, but he also offered invaluable advice on essential prep before diving into the world of investing. Highly recommend!

30 de enero de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Pete, the perfect pension person! ☺️

Pete is spot on for what you need in an adviser... explains everything in simple terms if you don't grasp the topic, or mind bending detail if you do. Extremely knowledgeable, thorough and efficient. Fully recommended!

30 de junio de 2023
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Respuesta de Stalworth Wealth

The perfect pension person! Wow I love that thank you 😊

It’s a privilege to have you as a client and to support your family. I truly look forward to many years ahead.

Your adviser

Pete

Valorada con 5 estrellas sobre 5

Very pleasant no pressure experience

It was a very pleasant no pressure experience. The information and advice was delivered in a very interesting way and relative to my requirements.
Would highly recommend and hope to do business with them for years to come.

27 de julio de 2023
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Respuesta de Stalworth Wealth

Tim its a pleasure to be your financial adviser and i look forward to many more years ahead!

Valorada con 5 estrellas sobre 5

We cant thank you enough

We cant thank you enough. Throughout the application and approval process you provided regular updates and guidance, keeping us informed at every step. You handled all the paperwork efficiently and effectively, saving us time. I genuinely felt like they had our best interests at heart, and it made a significant difference in our overall experience. I cannot recommend Pete and Molly enough. Whether you're a first-time homebuyer or seeking to refinance your current mortgage, their expertise, professionalism, and customer service will exceed your expectations.
Thank you both for helping us secure the best mortgage deal and making the entire process a breeze 😎

24 de mayo de 2023
Opinión espontánea
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Respuesta de Stalworth Wealth

Thanks Sam, you have been a pleasure to help and support and we look forward to many more years ahead!

Valorada con 5 estrellas sobre 5

Peter and Molly were fantastic when it…

Peter and Molly were fantastic when it came to our mortgage! Such great knowledge, now Peter is sorting out my pension and even helped our daughter with her first mortgage. Couldn’t recommend him enough, literally a one stop shop. Very friendly and nothing is too much

26 de julio de 2023
Opinión espontánea
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Respuesta de Stalworth Wealth

Thank you!

Valorada con 5 estrellas sobre 5

Pete sorted my mortgage and insurance…

Pete sorted my mortgage and insurance out for me and my wife. Didn't realise how good the selection of insurances was until Pete explained the different ones you could get. Highly recommend stalworth wealth, even Pete's PA Molly is highly reccomenable, she kept informed with any updates and helped chase the solicitors when we couldn't. Brilliant service from start to finish

1 de abril de 2023
Opinión espontánea
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Respuesta de Stalworth Wealth

Thanks Mike, the pleasure was all ours!

Valorada con 5 estrellas sobre 5

Keep simple do right first time

Mr stalworth has to be one of the most professional and diligent mortgage advisor I have had the pleasure of dealing with. I think I forgot what stress was once Pete had taken the rains will definitely be back in 5 year's.

13 de julio de 2023
Opinión espontánea
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Respuesta de Stalworth Wealth

Thank you for such kind words

Valorada con 5 estrellas sobre 5

Took out my mortgage and all my…

Took out my mortgage and all my insurance with Peter
Top quality advice, he really explained things and made sure i was happy with everything
10/10

1 de junio de 2023
Opinión espontánea
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Respuesta de Stalworth Wealth

Thank you! its always a pleasure

Valorada con 5 estrellas sobre 5

Again a 5 star experience ….

I have used Pete Stalworth now for both investments and a remortgage on a buy to let. Always 5 star, efficient, friendly, approachable and the customer’s best interests at the forefront.

22 de junio de 2023
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Respuesta de Stalworth Wealth

Thanks Andrea, its a privilege to have you as a client!

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