Stockdale Accountants

Committed to your financial future

Stockdale Accountants Ltd is part of the long-established Stockdale Group, owned and operated by Keith and Sharon Stockdale from their Cornwall offices.

Keith Stockdale and a colleague in a client meeting

Three services, one roof

Accountancy, independent financial advice and wealth management are often needed at the same time, but are seldom found under one roof. By combining all three, the Stockdale Group can provide a holistic solution to your financial needs.

The Stockdale Group has an enviable reputation for a professional and friendly service, highly qualified and approachable advisers, and a truly personalised approach. These principles are mirrored at Stockdale Accountants, which offers a comprehensive suite of accountancy services for private and business clients.

01

Accountancy

Management accounting, payroll, auto enrolment, VAT processing and tax returns, for private and business clients.

Our services
02

Financial advice

Pension and financial advice through our sister company within the group, Stockdale & Co.

Stockdale Group
03

Wealth management

Wealth management through Stockdale Asset Management, also part of the Stockdale Group.

Stockdale Group

Our process

A simple, transparent process

  1. 01

    Initial Consultation

    We sit down and listen. No obligation, no pressure — just an honest conversation about your needs.

  2. 02

    Tailored Proposal

    We design a service package specific to you — clearly explained, fairly priced, no hidden surprises.

  3. 03

    Ongoing Support

    We become a regular part of your financial life, not just someone you hear from once a year.

  4. 04

    Growth Together

    As your circumstances evolve, we adapt with you — offering proactive advice at every stage.

Having met Cath Roberts and Sharon Stockdale from the Stockdale Group at a number of networking events in Cornwall, and then attending a seminar presented by them both on auto-enrolment, it was obvious to me that they were very client focused and pro-active towards their clients. I was also very impressed by the non hard-sell approach and the genuine concern to help and support my business in any way possible — even though I was not one of their clients!

So much so that I changed over to the Stockdale Group. They completed the transition in a very professional and smooth manner, leaving me with very little to do except sit back and relax. I have no hesitation at all in recommending them to any business or individual who needs financial or accountancy advice.

Trevor Ashbolt Trans-It-Delivery

Getting in touch

If you would like to know how Stockdale Accountants can help you, please get in touch. Our friendly and professional team will be happy to answer any questions you may have.

Make an enquiry

Leave your details below, or call us on 01208 831777.

Enquiry