Trent River Capital Ltd., situated in Stoke-on-Trent, England, operates as a financial consultancy firm. Specializing in impartial and proactive advice, the firm focuses on pension investments and retirement planning. Under the leadership of Managing Director Rod Hopkins, the professional financial advisors at Trent River Capital assist clients in safeguarding income against potential illness or death, planning for educational expenses, and addressing various economic scenarios. The firm is dedicated to nurturing a robust, ongoing client relationship through regular review meetings. Trent River Capital's core passion lies in aiding clients in making informed and prudent financial decisions. They strive to design strategies that diversify and optimize portfolios, aligning with clients' goals. By combining quantitative and qualitative research, the firm empowers individuals to make intelligent choices about their wealth. Trent River Capital Ltd presents clients with a tailor-made, cost-effective service proposition that meets their expectations. The firm begins by gathering essential background information to comprehend clients' existing arrangements and ongoing objectives. Recommendations for specific investment products are provided, and a detailed breakdown of the associated service costs. They provide a blend of quantitative and qualitative research, assisting individuals in making more informed decisions about managing their wealth.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Regular Review Meetings.
• Impartial And Proactive Advice.
• Expert Retirement & Investment Advice.
• Recommend Specific Investment Products.
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.
TRENT RIVER CAPITAL LTD. 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.
My pension provider insisted I take advice on my Prudential pension so I had to find a reputable firm to do the work I chose Trent River as they had very good reviews and responded quickly without fuss. The adviser was very knowledgeable and did a really good job of sorting my retirement out properly once and for all. Would definitely recommend If you need a quality adviser.
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.
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Firmus Financial Services Ltd is an independent financial planning firm in Stoke on Trent. The firm specializes in offering comprehensive market advice across all areas of financial planning. Karl Wood, the managing director of Firmus Financial Services, is a highly experienced financial adviser with unique qualifications in equity release, occupational pension transfers, long-term care planning, and home reversion. With a background in financial services since 1996, Karl Wood believes in providing quality financial advice and guidance at a reasonable cost for everyone. He is a member of the Chartered Insurance Institute (CII) diploma examination and the Personal Finance Society (PFS). Firmus excels in delivering independent, whole-of-market advice on various aspects of financial planning, catering to individuals, companies, trusts, and charities. Based in Staffordshire, they serve clients throughout the UK. The experienced team of financial advisors at Firmus provides tailored advice to individuals and businesses in Stoke-on-Trent and the surrounding area. They offer practical and relevant solutions to assist clients in meeting their financial objectives. Clients can choose to visit the firm's offices, and the team is also available for meetings in clients' homes or offices.
UNIQUE FACTS:
• Free For First Meeting.
• Calculators Are Available.
• Independent Financial Adviser.
• Friendly Chat.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FIRMUS FINANCIAL SERVICES LTD REVIEWS
I have been using Firmus Financial Services Ltd. for nearly 20 years have always found Karl Wood to be trustworthy and knowledgeable and very helpful and pleasant......have recommended him to friends and family and will continue to do so............Many thanks for everything....Les.
Karl at Firmus has dealt with ourselves for a while now. I think it is important to have an FA that not only know his stuff but is totally trustworthy. I would highly recommend Karl at Firmus.
Karl Wood is the man to go to for all your financial needs!..Service with a smile
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Giliker Flynn Independent Wealth has been a prominent presence in the financial and mortgage sectors for over fifteen years, serving the communities of Stoke on Trent and Staffordshire. Under the leadership of directors Chris Flynn and Giliker Flynn, with Frances Giliker as the final salary pension specialist and director, the firm has established itself as a provider of highly personalized and bespoke services. Committed to the highest ethical standards and integrity, they are proud members of the Personal Finance Society and Chartered Insurance Institute. Giliker Flynn Independent Wealth is dedicated to providing unbiased and completely independent financial advice, fostering strong and close relationships with its clients. Their approach is characterized by tailoring services to each client's unique needs, ensuring that no two clients are treated alike. With over £50 million in pensions and investments under their management, the firm operates transparently, presenting clients with an advice charge agreement before commencing any work, thus eliminating hidden costs. The financial advisers at Giliker Flynn Independent Wealth are flexible in their approach and willing to meet clients at a location of their choice, whether it be their home, workplace, or office.
UNIQUE FACTS:
• Free Initial Consultation.
• Free Initial Chat.
• With More Than 10 Years Industry Expertise.
• Implementation of Recommendations.
• Ongoing Reviews.
• Bespoke Advice.
Speciality:
Contact:
Working Hours:
Sat & Sun Closed
TBR® Inspection Report:
GILIKER FLYNN INDEPENDENT WEALTH 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 needed some advice on my various pension plans, Chris and his team at Giliker Flynn were extremely helpful. The customer service I received was excellent, professional and friendly. I was constantly updated throughout the process and I can't recommend these guys highly enough!!!
We found the service was Excellent, Frances and the staff especially Vicky were very polite and efficient and we were kept well informed during the whole process of our pension transfers. Would not hesitate to recommend Giliker Flynn.
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