My story

Count on me to steer you toward a brighter tomorrow.

Marnel Stafford

On the job

As a financial planner, I guide individuals through the intricacies of retirement, investment, estate, and tax planning, particularly as they approach or enter retirement age.

My passion lies in empowering families and individuals to protect their wealth now and for generations to come. That’s not all, as I also offer budgeting advice to those trying to get onto the housing ladder and work hard to simplify finances for all my clients.

Yet, amid these areas, one aspect of financial planning resonates deeply with me: supporting women, especially during the challenging process of divorce.

Off the clock

Outside of my professional life, I wear a few different hats: wife, step-mum, and the ever-popular “cool aunt”.

My interests span a wide range, including trying yummy food, travelling with my husband and visiting family in South Africa. When I’m not out and about, you can find me immersed in a good book, enjoying a movie, or capturing moments through the lens of my camera.

I’ve recently moved to Windsor, so I spend my free time exploring my new hometown. Apparently, there are some royal neighbours I need to become acquainted with?

That’s a little bit about me, but I couldn’t do this work alone…

 

Ryan Edwards Client Relationship Manager

Ryan takes care of every administrative need and is following in my footsteps by studying towards his DipPFS qualification.

Alec Lloyd-Seed
Client Experience Executive

Alec supports Ryan to ensure we work closely with providers and clients and to keep everything running smoothly.

Mark Bailey
Paraplanner

Mark looks after all the technical stuff, ensuring our advice is within the guidelines of the regulator and always beneficial to our clients.