Logo with a red geometric globe design, with the words "IOV StAnLEY" and the tagline "Financial Planning and Wealth Management" in red.

I am a Chartered Financial Consultant and Life underwriter. I write about and provide independent advice on all thing to do with money.

I primarily work with families, business owners and individuals in need of help. I also provide support to Trustees, Family Offices and Legal professionals needing independent expertise with their own clients.

I believe in dong the right thing, being 100% transparent, communicating clearly and offering evidence based advice that can be relied upon. n help

Honest, trustworthy advice.

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My Services.

  • A process developed from years of experience.

    I help you visualize your current and future financial situation, understand the options available to you, and the impact they will have.

    This results in a clear, step by step plan to achieve the life you want for yourself and your loved ones.

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  • Delivering innovative, low cost and evidence backed strategies to optimize your investments.

    Whether you are starting out and new to investing, or looking for guidance on existing portfolio, I can improve the way your money works for you.

    My Wealth Management service is evidence based and proven to help you build, grow and preserve wealth.

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  • Whether moving to a new country or worried about how to navigate the tax system where you live.

    I can help you navigate the complexity of the tax system and ensure you pay only what you need to.

    Let me take care of the difficult stuff so you can focus on what matters most.

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  • For those to wish to focus purely on retirement planning or review their current plans or pensions.

    I help you understand your retirement options, any existing pensions and other retirement saving structures.

    The key to a healthy retirement is planning. Let me help you achieve the retirement you deserve.

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  • Estate planning is the process of arranging for the management and disposal of your assets during your lifetime and after your death.

    It involves creating a strategy to ensure your wealth, property, and possessions are transferred according to your wishes, while minimizing taxes, legal fees, and family disputes.

    In essence, estate planning is about control: ensuring your assets go where you want them, your loved ones are protected, and your values guide decisions even when you're no longer able to speak for yourself.

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  • Without the right protection you and your family could be left in a difficult financial position.

    The foundation of any good plan is the protection you need to guard against risk of illness, unemployment or unexpected passing.

    Don’t leave you or you loved ones exposed. Let me review your needs and help cover any shortfalls.

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Plan for a brighter future and protect you and your loved ones along the way.

Contact me for an initial consultation during which we will discuss your situation and address any initial questions you have.

This allows me to understand how I can best assist you and for us both to assess if we wish to work together and on what basis.

This step in complimentary and any fees associated with subsequent work will be fully disclosed ahead of time.