Freddie Staney

I began my career in Indirect Tax Consulting before qualifying as a licensed Financial Adviser with Littlewick Wealth Management Ltd, a Partner Practice of St. James’s Place. My early advisory background fostered a precise, commercially aware approach to tax and financial planning, one grounded in structure, clarity, and long-term purpose.

Today, I work closely with individuals and families seeking to preserve, grow, and transition wealth across generations. His advice spans investment and retirement planning, portfolio structuring, and tax-efficient strategies designed to support financial independence and enduring family security. Each client relationship is approached with care and discretion, ensuring every plan reflects not only financial objectives but also the values and ambitions that define a family’s legacy.

Clients describe my style as measured, discreet, and composed. I believes\ good advice should simplify complexity and provide lasting confidence.

Based in Winchester, I advise clients across Hampshire, Surrey, and the South of England. Beyond my professional life, I value time spent in the countryside with family and friends, and also enjoy quiet moments with my partner, Eleanor, and our golden retriever, Willa.

Specialisms:

Advice in retirement

Private clients

Business owners

Company directors

City professionals

Senior corporate executives