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Based in Derby
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
As an experienced financial adviser, I help people navigate their pensions, investments, and finances—because let’s be honest, no one ever dreams of poring over spreadsheets in their free time! Whether it’s planning for retirement, trying to grow wealth, or ensuring families futures are secure, I help make sense of it all while keeping the process as enjoyable as possible. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Stocks & Co Financial Planning is a trade name of Just Mortgages Direct Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 13/02/2025
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Stocks & Co Financial Planning is a trade name of Just Mortgages Direct Limited, which is an appointed representative of The Openwork Partnership,a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on ##/##/2024