Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Stoke-on-Trent
Contributor

77%

MATCH FOR YOU

Refine your search to see better matches

5.0out of 5

Frances Giliker

More Info
% clients advised in each area  :

Investments

46%

Annuities

8%

Pensions

42%

Insurance & Protection

21%

Later life planning

13%
I am a member of the Chartered Insurance Institute, Personal Finance Society and have a Statement of Professional Standing. I hold the Diploma in Fina... Read More
Serves clients with: Any level of wealth
Frances's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

69%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Lindsay Lockett

More Info
% clients advised in each area  :

Investments

63%

Annuities

34%

Pensions

63%

Insurance & Protection

6%

Later life planning

9%
Lindsay had been in the financial services industry for 21 years, working in banking then as an Independent Financial Adviser dealing with wealth mana... Read More
Serves clients with: Any level of wealth
Lindsay's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

69%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Rod Hopkins

More Info
% clients advised in each area  :

Investments

79%

Pensions

21%

Later life planning

11%
Free Initial Interview Without ObligationI am a Professionally qualified Financial Adviser and have been for over 25 years Trent River Capital has the... Read More
Serves clients with: Any level of wealth
Rod's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

61%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Gareth Reynolds

More Info
% clients advised in each area  :

Investments

48%

Annuities

14%

Pensions

76%

Insurance & Protection

14%

Later life planning

7%
Our job is to make your complex arrangements are simple and your concerns eased. It is to ensure that you never run out of money and get to enjoy your... Read More
Serves clients with: Over £50k of investable assets or household income
Gareth's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

59%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Flora Maudsley-Barton

More Info
% clients advised in each area  :

Investments

75%

Annuities

13%

Mortgages

25%

Pensions

50%

Insurance & Protection

13%

Later life planning

19%
We put you and your objectives at the centre of the planning process. We don’t impose any minimum contract terms on our customers, we simply rely o... Read More
Serves clients with: Over £50k of investable assets or household income
Flora's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

57%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5

Mike Pendergast

More Info
% clients advised in each area  :

Investments

45%

Annuities

9%

Mortgages

18%

Pensions

77%

Insurance & Protection

27%
We have been advising clients for over 17 years and offer a full independent financial planning service. First visit is complimentary, and we are als... Read More
Serves clients with: Any level of wealth
Mike's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Stoke-on-Trent IFAs

Richard is very helpful and experience in this line of work, always contactable .   Read More
iain mccallister
I am 64 years old, my wife is 58 and over the years we have had many so called financial advisors. A....e need him. He has given us good advice how to plan our financial retirement. He is second to none.    Read More
Bob Giles

Can't find the right Stoke-on-Trent IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Stoke-on-Trent.

Robert NixNorrix Financial Services Limited
Christopher NightingaleCrystal Financial Planning Limited
Louise AntrobusTaylor Cartlidge & Co Ltd
Mike TaylorIt's Yours Limited
Paul BradshawKeay Financial Solutions Ltd
Neil HartDPC Financial Services Limited
Martin BradshawS R Wealth Management Ltd
Looking for a different Independent Financial Advisor (IFA) in Stoke-on-Trent? Search by name