Stacey Presly

financial adviser

Stacey Presly is a financial advisor who joined St. James's Place in 2018, relocating from Aberdeenshire, Scotland. With a background in paraplanning, Stacey brings a wealth of technical knowledge and expertise to her clients' financial planning needs. Although, part of a separate practice within St. James’s Place, Stacey works alongside Justin France on cases where it’s deemed the right fit and specialism for specific clients.

Stacey specialises in long-term care planning and intergenerational estate planning. Her dedication to providing exceptional service has earned her accreditation with SOLLA (Society of Later Life Advisers), making her one of the most qualified advisors to offer advice for those requiring care or transitioning into care-homes. Stacey's passion lies in helping individuals and families during vulnerable stages of life, ensuring they receive the best possible financial advice and support. She not only advises her own clients but has gained the trust of other financial advisors, in this niche area of advice.

Outside of her work, Stacey enjoys Pilates and running. In 2023, she completed the London Marathon while supporting Age UK, a charity that helps older people lead fulfilling lives.

Specialisms

Family Financial Planning
City Professionals
Divorce
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Stacey has been extremely helpful on any issue raised and explained all in great detail. Forward thinking and extremely pleasant to deal with. Very knowledgable.

Andrew T.

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Stacey really helped me understand the ins-and-outs of later-life care for my mum. Invaluable help at a crucial moment. Brilliant in-depth advice, exactly the knowledge I need at that moment, delivered with empathy and thoughtfulness.

Alistair G.

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Stacey is always well prepared and well informed in asking the right questions, so that her advice is relevant and useful for my needs and goals. She also follows up with clear actions which I appreciate when I’ve been busy. I feel reassured that my investments are in great hands.

Lei-Ping L.

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Stacey is incredibly professional and knowledge but most importantly personable. She has really sought to understand our concerns and objectives to formulate the advice she has given. She is a pleasure to work with and I have recommended Stacey to friends.

Aisling K.

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Stacey Presly and the service she’s provided myself and my family has been exceptional. Her diligence, her patience, knowledge and expertise has been fantastic. We’ve had some challenging needs and she’s gone above and beyond to help and support us. A brilliant ambassador for St. James's Place.

Catherine M.

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Stacey Presly is very friendly and helpful. She explains everything clearly and is always quick to respond and is patient with our questions! We feel like we are in very safe hands with her.

Sarah S.

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I'm so grateful to have found Stacey Presly. Her expertise, professionalism, and passion for helping women with financial prosperity are just a few of the reasons I've loved working with her so far. I went from feeling overwhelmed with my finances to now feeling empowered with a clear plan and knowing I'm in trusted hands.

Alicia C.

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Stacey Presly delivered a truly professional financial service in guiding me to a pension plan that met all my needs by putting her clients’ interests first. I would highly recommend her to anyone wanting to achieve better financial outcomes.

Colin W.

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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.

We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.

Castell Wealth Management is an Appointed Representative of and 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. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.

SJP approved as at 19/06/2024

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