Stacey Arcus

DipPFS Financial Planning Consultant

Stacey is a diploma qualified Financial Adviser with over 18 years’ experience in providing holistic financial advice in the UK  markets.

Stacey’s priority is to ensure that her clients’ financial goals and wellbeing are looked after in a trustworthy and professional environment. She offers advice covering all aspects of retirement, inheritance tax planning and investments in an easy to understand and friendly manner. She also holds the necessary qualifications that allow her to give advice on Final Salary/Defined Benefit company pensions.

Stacey will help you focus on what is important to you now and in the future and then help you achieve the things you want going forward, whilst always being there to help you adapt your plans to changing circumstances if needed.

Outside of work Stacey enjoys spending time with family having recently returned home after 7 years living in various parts of the world and, is now best friends with her 2 year old nephew. She is also a big motorsport fan in particularly Formula 1.

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.
 
The Financial Conduct Authority do not regulate Trusts or Tax planning.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

 

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection