BEST RATED » STOKE ON TRENT » 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 face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

TRENT RIVER CAPITAL LTD.

Aquinas house, Suite 1, 121 Church Street, Stoke on Trent ST4 1DB Directions

Since 2010

Here’s The Deal:
"
Trent River Capital Ltd is a financial consultancy firm in Stoke-on-Trent, England. The firm offers impartial, proactive advice on pensions investments and retirement planning. Rod Hopkins is the managing director at Trent River Capital. The professional financial advisors help you protect your income in the event of illness or death, plan for further education costs and many more scenarios. They aim to establish a solid ongoing relationship via regular review meetings. Their passion is assisting you to make wise and informed choices with your money designing strategies that will diversify and optimise your portfolio to achieve your goals. Trent River Capital Ltd offers a combination of quantitative and qualitative research assisting individuals in making smarter decisions about their wealth."

SPECIALITY:
Retirement, Inheritance Tax, Trust and Financial Planning, Self-Invested Personal Pensions, Wealth Management, Individual Savings Account, Annuities, Collective Investments, Critical Illness Assurance & Mortgages

Registration 7073799

[email protected]

trentriver.co.uk

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Mon - Fri 9:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report:

FIRMUS FINANCIAL SERVICES LTD

Kingstables Square, Goldenhill Road, Longton, Stoke on Trent ST4 3EL Directions

Since 1996

Here’s The Deal:
"
Firmus Financial Services is independent financial planning practise firm in Stoke on Trent. The firm specialises in providing the whole of market advice, on all areas of financial planning. Karl Wood is a highly experienced financial adviser, and also he is the managing director of the Firmus Financial Services. He has special qualifications for equity release, occupational pension transfers, long term care planning and home reversion. He has been in the financial services since 1996 and believes everyone should be able to get quality financial advice and guidance at a reasonable cost. They are based in Staffordshire; they have many clients throughout the UK. Clients are welcome to visit them at their offices, and they are happy to see clients in their homes or their office, and there is no charge for the first meeting."

SPECIALITY:
Income, Life and Business Protection, Long Term Care, Savings and Investment Planning, Advanced Pensions, Equity Release, Pensions Simplification, Mortgages, Auto-Enrolment, Wills & Trusts

Registration 08101402

[email protected]

firmusfs.co.uk

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By Appointment

TBR® Inspection Report:

GILIKER FLYNN INDEPENDENT WEALTH

2 Gower Street, Newcastle-under-Lyme, Stoke on Trent ST5 1JQ Directions

Since 2015

Here’s The Deal:
"
Giliker Flynn Independent Wealth has been serving in the financial and mortgage sectors for over 15 years in Stoke on Trent and Staffordshire. The firm offers a highly personalized and bespoke service. Chris Flynn is the wealth planner and the director of the Giliker Flynn Independent Wealth who has been in the financial services industry since 2009. Frances Giliker is the final salary pension specialist and director of the firm. They always aim to act with the highest ethical standards and integrity. They currently manage over £35 million in pensions and investments. There are never charge any hidden costs, and you will be required to sign an advice charge agreement before any work is carried out. Their financial advisers are happy to meet you at your choice of location, including your home, place of work or their office. Giliker Flynn Independent Wealth offers a free initial consultation."

SPECIALITY:
Savings and Investment Advice, Sickness and Illness Cover, Collective Investments, ISAs, Bonds, Planning for your Retirement, Final Salary Pension Transfers, Divorce Using Pension Sharing Orders, Agreeing and Ascertaining your Objectives, Tax Planning, Investments and Pensions, Protection & Life Assurance

Registration 09380994

[email protected]

gilikerflynn.co.uk

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: