Our business...

Committed to your financial future

Keith Stockdale and Sharon Stockdale own Stockdale Asset Management Ltd and run it as an independent practice under a contract for services with Raymond James and Raymond James is responsible for all investment management and advice provided by our advisers. They provide the administration platform, for example account opening, asset transfers, trading systems, client reporting and access to the custodian, Pershings.

Raymond James also provide compliance, supervision and FCA registration services. We are subject to the Raymond James Training and Competency scheme and they conduct branch audits as well as desk based monitoring relevant to our activities. This arrangement allows Stockdale Asset Management to provide you with comprehensive wealth management services and a bespoke solution to meet your specific needs.

Investing doesn't need to be complicated...

Our process

As an investor you will be well aware that keeping up with important changes in the financial markets can be perplexing. Stockdale Asset Management can bring you experience, resources and expertise. We have access to some of the most sophisticated technology available which allows us to keep you informed of the progress of your investments, to monitor and track changes in your portfolio and to make strategic recommendations to you based on those changes.

Should you wish to talk to an adviser there is no charge for our initial meeting and, once a recommendation has been made, you will only incur a charge if you are happy with the advice received and you decided to proceed. Usually the meeting will start with a very broad discussion of your concerns and aspirations, before moving to a thorough financial fact find.

Following your initial meeting, we will take time to consider your situation, needs, priorities and tolerance for risk before writing a financial report. We will discuss this face to face in a follow up meeting in which we will fully explain our recommendations and respond to any questions or concerns you may have.

Should you choose to become a client of Stockdale Asset Management we will put into action a portfolio that is specifically designed for you. This, crucially, is followed up with regular reviews to keep you thoroughly informed on the progress of your investments and to make any necessary adjustments when needed.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.

Our business...

Committed to your financial future

Keith Stockdale and Sharon Stockdale own Stockdale Asset Management Ltd and run it as an independent practice under a contract for services with Raymond James and Raymond James is responsible for all investment management and advice provided by our advisers. They provide the administration platform, for example account opening, asset transfers, trading systems, client reporting and access to the custodian, Pershings.

Raymond James also provide compliance, supervision and FCA registration services. We are subject to the Raymond James Training and Competency scheme and they conduct branch audits as well as desk based monitoring relevant to our activities. This arrangement allows Stockdale Asset Management to provide you with comprehensive wealth management services and a bespoke solution to meet your specific needs.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.