Keith Stockdale
Director/Board Member at Keith Stockdale & Co. Ltd.
Keith Stockdale active positions
Companies | Position | Start | End |
---|---|---|---|
Keith Stockdale & Co. Ltd.
Keith Stockdale & Co. Ltd. Investment ManagersFinance Part of Wren Sterling Financial Planning Ltd., Keith Stockdale & Co. Ltd. is a British financial advisory company founded in 2017. The company is based in Lanivet, UK and helps investors across Cornwall with investment bonds, venture capital trusts, enterprise investment schemes, and cash accounts. The company provides specialist, independent financial advice to businesses and individuals in the South West. The company's professional team assists clients in achieving their financial goals by providing advice on annual exemptions, making investments that can reduce the amount of inheritance tax, and offering expert guidance on financial matters. Keith Stockdale & Co. was acquired by Wren Sterling Financial Planning Ltd. on August 01, 2023. | Director/Board Member | 2017-10-30 | - |
Career history of Keith Stockdale
Statistics
International
United Kingdom | 2 |
Operational
Director/Board Member | 1 |
Sectoral
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Keith Stockdale & Co. Ltd.
Keith Stockdale & Co. Ltd. Investment ManagersFinance Part of Wren Sterling Financial Planning Ltd., Keith Stockdale & Co. Ltd. is a British financial advisory company founded in 2017. The company is based in Lanivet, UK and helps investors across Cornwall with investment bonds, venture capital trusts, enterprise investment schemes, and cash accounts. The company provides specialist, independent financial advice to businesses and individuals in the South West. The company's professional team assists clients in achieving their financial goals by providing advice on annual exemptions, making investments that can reduce the amount of inheritance tax, and offering expert guidance on financial matters. Keith Stockdale & Co. was acquired by Wren Sterling Financial Planning Ltd. on August 01, 2023. | Finance |
- Stock Market
- Insiders
- Keith Stockdale
- Experience