PD Financial Management Ltd

Financial Adviser in Shrewsbury, Shropshire

Carl Stacey aims to create an environment of friendly professionalism and transparency so you will feel comfortable talking about your plans, aims and objectives for both now and in the future, with a focus on building long lasting rewarding relationships.
Whether you are starting your financial journey, or have accumulated significant wealth already, he will provide the same level of care and attention to detail.
Carl’s 11 years’ experience has consisted of advising personal clients with diverse needs such as retirement, investment planning and peace of mind through protection solutions. 
He can also advise businesses in the increasingly complex area of corporate financial planning, providing guidance on both pensions and protection for directors, key employees or shareholders, and aspects of exit strategy planning.
Carl works within a multi-disciplinary practice with a strong network of professional connections and a wealth of experience.  Initial discussions will be without obligation. Where further advice is deemed necessary, charges will be presented up front and with total clarity.

Contact details

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List of Services


  • Bonds
  • Investments
  • ISAs
  • Unit Trusts


  • Auto Enrolment
  • Personal Pensions
  • Drawdown*
  • Defined benefit advice
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Critical Illness
  • Decreasing Term
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Level Term
  • Permanent Health Insurance
  • Whole of Life

Business Insurance

  • Key Person
  • Share Protection
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Trusts are not regulated by the Financial Conduct Authority.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual cirmcumstances.


* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

The Partner Practice 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.


PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: The Auction House, 87-88 St. John's Road, Stourbridge, West Midlands, DY8 1EH.

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We provide Financial Advice in...

Financial Adviser in Shropshire; Bishops Castle, Bridgnorth, Church Stretton, Craven Arms, Ironbridge, Ludlow, Market Drayton, Newport, Oswestry, Shifnal, Shrewsbury, Telford, Wem,  Whitchurch


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