Welcome to C. R. Stelfox Financial Planning
My goal with every client relationship is simple: clarity you can trust, and a plan built for the long term. Many of the people I work with — business owners, senior professionals, and families with more complex financial affairs — need more than straightforward advice, which is where my legal background adds real value, from investment and tax planning through to succession and legacy.What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 08/09/2026
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
