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Company details

  1. Non-bank financial service

Written by the company

Independent Financial Advisor and manager of an alternative investment fund registered with the Financial Conduct Authority.


Contact info

4.2

Great

TrustScore 4 out of 5

8 reviews

5-star
4-star
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1-star

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Rated 5 out of 5 stars

Helpful pension advice

Great advice with my SIPP and investment options. No pressure to take paid services. Recommended.

21 January 2026
Stalwart Holdings logo

Reply from Stalwart Holdings

Thank you very much for your review! We are always happy to help!

Rated 4 out of 5 stars

Fabio provided me with advice on tax efficiency for my Ltd company

Fabio provided me with some great initial financial advice regarding my Ltd company and tax efficiency options. In our short call, he provided a very detailed understanding of my tax structure and how I can look to leverage this going forward.

I am planning to continue working with Fabio as his insight was really valuable.

6 January 2026
Stalwart Holdings logo

Reply from Stalwart Holdings

Thank you very much for your review! We are happy that we could give you great insights and looking forward to a successful long term partnership!

Rated 5 out of 5 stars

Very good service

Very quick response to my enquiry . Excellent and clear information , no jargon and helpful ideas. No pressure to take up services .

3 November 2025
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Reply from Stalwart Holdings

Thank you very much for your review and we are delighted that you found our ideas helpful!

Rated 5 out of 5 stars

Made Financial Planning Enjoyable

I am someone who gets confused with financial things easy and I confess I was a bit nervous before talking to them. However, their advisory team completely put me at ease.
Before providing me with true financial advice, they asked me a series of questions about me which seemed intimidating at first, but on the same call they already provided me with some useful insights on my personality and on my investment goals. At the end of the call, the customer services lady booked me with a meeting with Fabio, their main advisor.
Fabio was very helpful and knowledgeable. In the limited time we had together, we discussed numerous important issues about my finances and the whole process turned out to be a very enjoyable activity. I have now signed up to their ongoing advice service. I am looking forward to the future with a lot more confidence.

27 October 2025
Stalwart Holdings logo

Reply from Stalwart Holdings

Thank you for your kind words. We are very happy to help! :-)

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