Your journey
with us
We work with you to define what comes next.
The Stadium Wealth approach
We follow a structured process designed to provide the guidance you need to make decisions with confidence, backed by a plan that adapts as your life does.
We begin with a 30-minute introductory call to discuss the support you need and how we work. This is a conversation to see if we are a good fit, covering our process and fee structure while answering your initial questions.
To make our next step as productive as possible, we’ll ask you to share some initial details about your current position and your outlook on risk.
Next, we meet for a more in-depth session – either in person or online – to look at your circumstances in detail. This 90-minute meeting is where we connect your current situation to your future goals and outline the options available to you.
Once we have a clear direction, we’ll ask for your permission to gather details on any existing plans you hold.
This is where we present our recommendations and show you exactly how your wealth can support your ambitions. We’ll map out the plan, giving you the opportunity to ask questions and refine the details.
Together, we shape it until it reflects exactly where you want to go, providing the clarity you need to move forward.
Once you are happy with the direction, we handle the logistics of getting everything started. We provide the formal reports and documentation required to put your strategy in place.
Our role is to manage the transition smoothly, taking on the administrative burden so your capital can start working toward your new objectives.
Our ongoing advice service includes meeting at least annually to review your progress and account for any changes in your life or the wider markets.
These regular check-ins help your plan stay aligned with your requirements, helping you stay on a firm footing regardless of how your priorities evolve.
Our fees
We believe in clear, transparent pricing so you always understand the value of the advice you receive. By being open about costs from the very first conversation, we can focus on building a trusted partnership that supports your long-term financial security.
Our feesOur FAQs
Finding the right path starts with having the right information. Browse our answers to the questions we get asked most.
Do I have to pay for an initial meeting?
No. Your first consultation is at our expense, giving us the chance to understand your goals and explain how we can help before you make any commitment.
Can you help me plan my retirement?
Yes. We work with clients to create long-term retirement plans designed to support a sustainable and fulfilling lifestyle.
Are you authorised and regulated by the FCA?
Yes. We are authorised and regulated by the Financial Conduct Authority, providing reassurance that your advice is secure and compliant.
Do you offer independent financial advice?
Yes. We provide fully independent advice, meaning we can recommend solutions from across the whole market and focus solely on what’s right for you.
In their own words
We could tell you what makes us different, but we’d rather you hear it from the people who know us best.
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