Keith Stockdale

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.