Welcome to Richard Stalley Associates

At Richard Stalley Associates we aim to provide a quality, professional service to both private and corporate Clients through the provision of face to face financial planning.

Practice Principle Richard Stalley has over 30 years’ experience in Retail & Commercial Financial Services, and holds the IFS Level 4 Diploma in Financial Advice.

Our Clients range from small business owners, entrepreneurs, private investors and families, all with a wide variety of financial planning needs. Whether it is pension and investment planning, protection advice or mortgage guidance that’s required, our philosophy is to provide holistic advice to build long term relationships with our Clients, ensuring we review and support their changing needs as their circumstances and priorities change over time.

Call us now and discover more and arrange a no obligation initial meeting with Richard Stalley in the comfort of your own home or office.

Richard Stalley Associates is a trading style of Avalon (Bournemouth) Ltd which is an Appointed Representative of CAERUS Financial Limited. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Wealth Holdings Limited owns 89% of the share capital of Intrinsic Financial Services Limited with the remaining 11% being owned by minority shareholders. CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority. FCA number 497604.

CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon SN1 5AH.

Registered Address: Unit 5 Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole BH12 1ED. Registered in England & Wales No:8001100

The guidance and/or advice contained within the website is subject to UK regulatory regime and therefore primarily targeted at customers in the UK

The Financial Conduct Authority does not regulate Taxation or Trust advice, will writing, commercial mortgages and some forms of offshore investments. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice the precise amount will depend upon your circumstances but we estimate that it will be 0.5% of the loan amount. For example on a £100,000 mortgage the fee would be £500.

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