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BEST RATED STOKE ON TRENT, UK FINANCIAL SERVICES

3 Best Financial Services in Stoke On Trent, UK

Expert-recommended Top 3 Financial Services in Stoke On Trent, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Trent River Capital Ltd FINANCIAL ADVISERS
Trent River Capital Ltd FINANCIAL ADVISERS
Trent River Capital Ltd FINANCIAL ADVISERS
10+ YEARS IN TBR
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TRENT RIVER CAPITAL LTD FINANCIAL ADVISERS

(4.8 Score)
Federation House, Station Road, Stoke on Trent ST4 2SA, UK Directions

Since 2010

Speciality:

✓ Retirement Planning ✓ Inheritance Tax ✓ Individual Savings Account ✓ Protection ✓ Collective Investments ✓ Critical Illness Assurance ✓ Mortgages ✓ Investment ✓ Trusts

“Trent River Capital Ltd Financial Advisers is known for their personalised approach to financial planning. With a deep understanding of the complexities of today’s financial landscape, they specialise in helping clients save on inheritance tax, protect income in case of illness or death, plan for future education costs, and prepare for a secure retirement. Their expertise also extends to assessing the impact of changing circumstances, ensuring clients are well-prepared for whatever life may bring. Their team is driven by a passion for assisting clients in making wise and informed financial choices. They take the time to understand each client’s unique situation, allowing them to design strategies that diversify and optimise portfolios and align with personal goals and aspirations.

2025 Update: Trent River Capital Ltd Financial Advisers is authorised and regulated by the Financial Conduct Authority (FCA). They offer pension retirement and investment advice in Stoke-on-Trent, Newcastle-Under-Lyme and Leek. You can call today for a free review of your situation.”

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Registration 7073799

Contact:

01782 656246 07738 097988

Mon-Tue: 9am - 4pm
Wed-Sun: 9am - 4:30pm

TBR® Inspection Report:

AFS Wealth Management Ltd
AFS Wealth Management Ltd
AFS Wealth Management Ltd
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AFS WEALTH MANAGEMENT LTD

(4.8 Score)
4 Cherry Orchard, Newcastle-under-Lyme, Stoke on Trent ST5 2UB, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Other Services ✓ Calculators ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Protection for the Whole Family ✓ Helping Loved Ones onto the Property Ladder ✓ Investing for a Better Future for Your Children ✓ Futureproofing Your Wealth

“2025 Update: AFS Wealth Management Ltd provides a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. Nick Evans is the Director of the firm. At AFS Wealth Management Ltd, they take away the frustrations of financial planning. From their approachable, friendly team who have over 30 years of industry experience, they offer personal attention and help in meeting all of your financial goals. They specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. With their office in Newcastle-under-Lyme, they can provide advice to clients across the entire country. They have many clients in and around the London area, as well as all local areas in Staffordshire.”

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Contact:

01782 622 260

Mon-Thu: 9am - 5pm
Fri: 9am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Giliker Flynn Independent Wealth Ltd
Giliker Flynn Independent Wealth Ltd
Giliker Flynn Independent Wealth Ltd
Stoke On Trent financial services Giliker Flynn Independent Wealth Ltd video
7+ YEARS IN TBR
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GILIKER FLYNN INDEPENDENT WEALTH LTD

(4.7 Score)
2 Gower Street, Newcastle-under-Lyme, Stoke on Trent ST5 1JQ, UK Directions

Since 2015

Speciality:

✓ Investment and Saving Advice ✓ Pension Advice ✓ Retirement Advice ✓ Independent Financial Advice ✓ Retirement Planning ✓ Equity Release ✓ Wealth Management ✓ Protection Advice ✓ ISAs ✓ Investment Bonds ✓ Collective Investments

“Giliker Flynn Independent Wealth Ltd has over 15 years of experience in financial advice and wealth management, and they currently manage over £50 million in pensions and investments. The firm’s office is located in Newcastle-under-Lyme, just 2.9 miles from Stoke-on-Trent. They pride themselves on their Potteries roots. The team at Giliker Flynn Independent Wealth Ltd are members of the Personal Finance Society and the Chartered Insurance Institute. They are proud to be a Chartered Financial Planning firm and one of only six firms awarded this title in Staffordshire (2023). Their office is based in Newcastle-under-Lyme, Staffordshire, and they cater to people from all walks of life. Their financial advisers offer fully independent advice that is bespoke and personal to your circumstances.

2025 Update: They pride themselves on offering a highly personalised and bespoke service where not one client is treated the same. Their Financial Advisers are Stoke on Trent and Newcastle under Lyme based, and are happy to meet you at your choice of location, including your home, place of work or at their office. They also offer a free initial consultation.”

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Registration 09380994

Contact:

01782 840590

Mon-Fri: 8am - 5pm
Sat & Sun Closed

TBR® Inspection Report:

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TRENT RIVER CAPITAL LTD FINANCIAL ADVISERS REVIEWS

I have known Rod Hopkins for many years and he has been my financial advisor even before Trent River Capital. I have always found Rod courteous and polite, approachable and very professional. His approach is considered and considerate of my views. Trent River Capital staff have my utmost confidence and I have previously recommended him to friends and will always be happy to recommend Trent River Capital services.

The whole experience of dealing with Trent River Capital was an absolute pleasure. I was dealt with by Rod Hopkins, to whom nothing was too much trouble. Totally knowledgeable and professional throughout and I look forward to using their services again.

We have invested our savings with Rod for over 15 years and have found him to be trustworthy and professional. Any questions are quickly answered and we feel reassured that he is taking good care of it. We would highly recommend his excellent services.

These reviews are provided for information purposes and to help you make informed decisions.

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AFS WEALTH MANAGEMENT LTD REVIEWS

Thank you so much Nick for translating my NHS pension forecast, I wouldn't have had the patience or the know how to unpick the information and thanks to you I know I can retire when I want to and that's priceless , many thanks.

Would highly recommend AFS to anyone looking for a financial or mortgage advisor. Dan has been fantastic since we came on board with the company last year and has guided us through the process of starting a pension. Sharon helped us find the best deal when we came to remortgage.

A really professional team offering a great service. Nick explaines everything well and has worked hard to make sure that I am informed and happy with the progress of my fund. A trusted service I can recommend.

GILIKER FLYNN INDEPENDENT WEALTH LTD REVIEWS

Giliker Flynn have done an amazing job sorting out my multiple pensions. Chris is very patient and knowledgeable and went through all my financials in order to best advise me moving forward in to my retirement. I was kept informed regularly by both Chris and the staff at Giliker Flynn on the progress of my pension plan. The whole team have been very supportive, informative and professional. Thank you Chris and the team, your amazing.

I met Chis Flynn to discuss my investment options and found him to be likeable, knowledgeable and honest. He did not try to hard sell any one policy and was completely open and frank about our dilemma. I would recommend Giliker Flynn to anyone looking for investment opportunities.

My husband and I have trusted Chris with our money and investments for almost ten years. We have found Chris to be professional, approachable and reliable. We would recommend Giliker Flynn to anyone seeking sound advice regarding their financial affairs.

TBR® Inspection Score Report

TRENT RIVER CAPITAL LTD FINANCIAL ADVISERS Total Inspection Points: 116/120
Experience: 8
Business Images: 9
Complete Info: 9
Acknowledgements: 10
Business Hours: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

AFS WEALTH MANAGEMENT LTD Total Inspection Points: 114/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

GILIKER FLYNN INDEPENDENT WEALTH LTD Total Inspection Points: 112/120
Experience: 8
Page Maintenance: 8
Business Hours: 9
Complete Info: 9
Location Proximity: 9
Social Media: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Service Diversification: 10
Website Standard: 10
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