3 Best Financial Services in Stoke On Trent

“Trent River Capital Ltd financial Advisers is one of the leading financial consultancy firms in Stoke-on-Trent, known for its personalized approach to financial planning. With a deep understanding of the complexities of today’s financial landscape, they specialize 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 optimize portfolios and align with personal goals and aspirations.”

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“Firmus Financial Services is an independent financial consultancy firm in Stoke-on-Trent. Karl Wood is the firm's managing director, a highly experienced financial adviser, and a member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS). He holds a diploma in financial planning and has worked in financial services since 1996, believing that everyone should have access to quality advice at a reasonable cost. Firmus Financial Services specialises in providing independent, whole-of-market advice across all areas of financial planning to individuals, companies, trusts, and charities. While based in Staffordshire, they serve many clients throughout the UK. Clients are welcome to visit them at their offices, and they are happy to meet clients in their homes or places of work. There is no charge for the first meeting to see if they can help you and if you wish to work with them.”

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“Giliker Flynn Independent Wealth Ltd is a top-notch financial planning firm in Newcastle-under-Lyme. With over 15 years of experience in financial advice and wealth management across Stoke-on-Trent, Newcastle-under-Lyme, and Staffordshire, they currently manage over £50 million in pensions and investments. As a Stoke-on-Trent-based firm, they pride themselves on their Potteries roots. The team at Giliker Flynn Independent Wealth Ltd are members of the Personal Finance Society and 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. The firm’s office is located in Newcastle-under-Lyme, just 2.9 miles from Stoke-on-Trent.”

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