Stringer Mann

Business Details

Trusted Financial Advisers in Berkhamsted

Stringer Mann, based in Berkhamsted, has dedicated itself to providing comprehensive financial planning services to individuals and businesses across Hertfordshire, Buckinghamshire, Bedfordshire, and London. With decades of combined experience, our team specialises in crafting tailored strategies to help clients build, grow, protect, and preserve wealth. Our approach prioritises clarity, integrity, and long-term client relationships, ensuring financial decisions align with personal goals. Recognised for our expertise, we hold the Cyber Essentials Plus accreditation, underscoring our commitment to data security.

Client testimonials consistently highlight our ability to simplify complex financial concepts, deliver bespoke advice, and maintain a service-oriented ethos. We focus on retirement planning, investment management, mortgages, and intergenerational wealth strategies, supported by a track record of trust spanning generations. Our partnership with St. James's Place Wealth Management further strengthens our capacity to offer robust, regulated solutions.

Services

Investment planning Retirement planning Mortgage advice Protection planning Corporate services Wealth management Pension strategies Intergenerational planning

Highlights and features

We offer over 20 years of experience in tailored financial planning.
Our team provides unbiased, easy-to-understand investment advice.
Cyber Essentials Plus certified for robust data security practices.
Specialised strategies for retirement, mortgages, and intergenerational wealth.
Proven track record of client trust across multiple generations.

Associations and certifications

Cyber Essentials Plus

What people say

First-class financial advice Personalised service tailored to needs Decades of trusted expertise Clear and unbiased guidance Robust investment strategies

Website

Update Listing

Services

Investment planning

We design custom investment strategies aligned with your financial goals, balancing income generation and capital growth. Our expertise ensures risk-appropriate portfolios that adapt to market changes while prioritising long-term stability. Clients benefit from transparent reporting and regular strategy reviews.

Retirement planning

Our retirement specialists create actionable plans to maximise your pension pot and ensure financial security in later life. We optimise tax efficiency, coordinate with estate planning, and provide ongoing support to adjust strategies as circumstances evolve.

Mortgage advice

From first-time purchases to remortgaging, we help clients secure competitive mortgage deals tailored to their financial situation. Our advice covers interest rate options, affordability assessments, and long-term repayment strategies.

Protection planning

We assess your insurance needs to safeguard against life's uncertainties, including income protection, critical illness cover, and family financial security. Our recommendations balance comprehensive coverage with cost-effectiveness.

Corporate services

Tailored financial solutions for businesses, including succession planning, cashflow management, and employee benefits. We help company directors and senior executives optimise their financial structures while ensuring compliance with regulatory requirements.

People

Richard Mann

Chartered Financial Planner

With over 25 years of experience, Richard specialises in long-term financial strategy, earning consistent praise for his clear communication and client-focused approach to investment and pension planning.

Robert Stringer

Chartered Financial Planner

Serving clients for 30 years, Robert is renowned for his personable style and expertise in retirement planning, delivering tailored solutions that adapt to evolving client needs across generations.

Questions

What financial services do you offer?

We provide investment planning, retirement advice, mortgage guidance, protection policies, and corporate financial solutions tailored to individual and business needs.

Which areas do you serve?

Our primary service areas include Hertfordshire, Buckinghamshire, Bedfordshire, and London, with clients across southern England.

Are you regulated by financial authorities?

As part of St. James's Place Wealth Management, we are authorised and regulated by the Financial Conduct Authority for wealth management services.

How do you ensure data security?

We maintain Cyber Essentials Plus certification, demonstrating rigorous cybersecurity standards to protect client information and digital systems.

Can you help with intergenerational wealth planning?

Yes, we specialise in strategies for transferring wealth between generations while minimising tax liabilities and preserving family assets.

What makes your firm different?

Our combination of local expertise, long-term client relationships, and access to St. James's Place resources ensures comprehensive, personalised financial solutions.

Reviews (4)

Write a Review

Michael Levy

Jan 17, 2022 Report

David Milbourn advised me on my mortgage when buying my first property. It was a daunting prospect as I knew very little about the process. David broke it all down for me and explained all my options in a way I could understand. It was clear from the outset that he and the team were incredibly professional and they made me feel at ease and relaxed. He didnt pressure me into any specific option, and all the advice he gave was unbiased and I felt he genuinely wanted to find the best product for me and my circumstances.
Communications were quick and frequent and I felt in the loop during the

Dominic Findlow

Dec 12, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Very happy with both the professionalism, service and the performance. I can genuinely say I have full trust and confidence with Stinger Mann Chartered Financial Planners.

Benn Taylor

Jul 30, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
first class service, i was recommended Stringer Mann by a friend and i will continue to use them in the future they made getting my mortgage a hassle free experience

Asim Khan

Dec 23, 2020 Report

I recently turned to David Milbourn (of Stringer Mann) to help me secure a remortgage deal and can attest to the fact that he is a consummate professional who works incredibly hard to achieve the best deals for his clients. He has a very personable manner and is an excellent communicator- keeping his clients informed throughout the entire application process, from start to finish. He is a true gentleman and I would have no hesitation in recommending David to any of my friends.