Stiles & Company Financial Services (Petersfield) Limited

Independent Financial Advisor
Opening at 09:00
Header image for the site

Updates

As we find ourselves in unsettling times following the Coronavirus outbreak, BOE rate cut and ongoing market volatility, we wanted to highlight one of the key elements that an advisor must consider when managing a client’s portfolio, which is when and how frequently to rebalance back to target we...

Read More

In recent times we have witnessed volatile markets which have dramatically impacted the values of investments. Uncertainties over global events such as the Coronavirus can cause markets to behave in an extremely volatile manner. Naturally, our first thoughts are with those impacted by this illnes...

Read More

Stiles & Company Financial Services (Petersfield) Ltd is celebrating its 14th anniversary this year!

We are a local firm of Independent Financial Advisers, covering Hampshire, Surrey and Sussex.
Our success is based on building strong, lasting relationships with our clients through a friendly, p...

Read More

We are thrilled to announce that Stiles & Company Financial Services (Petersfield) has been awarded the Gold Standard for Pension Transfer Advice and is following best practice on Defined Benefit Pension transfers.

Where an Independent Financial Adviser Adds Value...

There are 7 key components: -

1. Asset allocation - The overwhelming factor in determining investment performance
2. Rebalancing - Keeping a portfolio’s risk and return profile on course
3. Lowering costs - The one factor guaranteed to impro...

Read More

The Do’s and Don’ts of Investing (Rule 1)

DO Understand What Is (Un)Important And (Un)Knowable

When people aren’t fully aligned to their financial goals, they often fall into the trap of short-term forecasting. What will the central banks do next? Will we encounter a recession following Brexit?...

Read More

We’re a well-established local firm of Independent Financial Advisers, covering Hampshire, Surrey and Sussex.
Our success is based on building strong, lasting relationships with our clients through a friendly, personalised and professional service (Chartered Financial Planner). Acting with integr...

Read More

Testimonials

4 months ago
I have found Stiles & Company to be a safe haven in the minefield of financial services. I feel comfortable with advice given and investments made which is very reassuring in these difficult times. I am confident that my interests are uppermost in his suggestions and investments have kept up well.. Stiles & Co is the next best thing to a crystal ball and have had no hesitation in passing their name on to friends and colleagues.
- John B
2 months ago
I was suitably impressed with the service I received from Liam Starley. I felt at ease with him, I was able to be heard and Liam understood my needs. He listened and was very helpful giving me reassuring advice for my enquiries. I came away feeling much more in control of my situation and will certainly be consulting Liam again.
- Vivien C
a year ago
I met with Liam to discuss my pension schemes and locate them all in one place. From the very first meeting he was the consummate professional and produced excellent reports and advice based upon our discussions. The whole process worked like clockwork and I would have no problem to recommend him to anyone.
- David B

About us

We’re a family-owned business, run by husband-and-wife team Liam and Tracy Starley, who live in Petersfield with their three children. With over 20 years’ experience in financial services, we know the best results come from talking with clients face-to-face. We take time to get to know you properly, then design a plan to fit your individual circumstances. Unlike a large institution, we’re not restricted by corporate policies, and don’t have to hit targets! We explain all your options clearly and precisely, as well as providing exceptional value for money through a transparent and competitive fee structure. Plus, when we make a promise, you can be sure we’ll keep it.

Contact Us

Contact

Call now
  • 01730 233003

Address

Get directions
1 Spain Buildings, 28 The Spain
Petersfield
GU32 3LA
United Kingdom

Opening Hours

Mon:9:00 am – 5:00 pm
Tue:9:00 am – 5:00 pm
Wed:9:00 am – 5:00 pm
Thu:9:00 am – 5:00 pm
Fri:9:00 am – 5:00 pm
Sat:Closed
Sun:Closed
Get quote
Message sent. We'll get back to you soon.