About Us

Progressing from careers in insurance and banking respectively, Mike & Phil Stafford founded Stafford & Co. in September 1986 in the county town of Hertford, 24 miles due north of London, where we are still based.

Together with Sue Lester, Rachel Moodie and Joan Murrell we look after the affairs of approximately 350 active clients. Our clients are mostly regarded as being - or aspiring towards - High Net Worth, and range from young professionals to retired business and professional people. They could also be classified as either 'Wealth Creators' or 'Wealth Preservers'. They all have two aims in common - to be well organised financially and to make the best use of their assets towards the achievement of their objectives.

All financial planning is undertaken in-house, utilising dedicated computer software and research services. Many associated specialist services such as Accounts Preparation, Asset Management, Pension Transfer analysis, Property Management and Will Writing are outsourced to other professional firms.

We like to work closely with clients' other professional advisers to ensure a consistent and comprehensive approach in the management of their affairs. We see it as our role to act as the catalyst to ensure everyone is 'singing from the same hymn sheet'. In this way clients leverage greater benefit from the individual experts and are more likely to achieve their objectives in the most cost effective manner.

Mike & Phil both hold the internationally recognised Certified Financial Planner licence and like to keep abreast of international developments in financial planning by visiting CFP practices in other countries whenever possible. Visits to date include the east and west coasts of U.S., South Africa and Australia. Something new is learned on every visit, without fail!.

Contact: advice@staffordandco.co.uk

Address : The Red House, Bluecoats, Hertford, Herts. SG14 1AX
Tel: 01992 501601
Fax: 01992 551950