View Profile

Stonegate Wealth Management

(10)

Financial Planning
Informative

“I received comprehensive and informative advice on my pension portfolio and forward financial planning options from Olivia at Stonegate Wealth Management. The advice was impartial and explained in a thorough and clear manner, which greatly helped me ...”

i

View Profile

RBA Wealth Management

(24)

“I have been a client of RBA for around 20 years and could not have chosen a better investment company. Most of those years I have been in the very safe hands of David Booth who has managed my investment portfolio in a very professional manner. He al...”

i

View Profile

Atherton & Associates Wealth Management

(6)

Financial Advice
Pensions
Knowledge

“Lauren took the headache out of consolidating all my pensions, she took the time to listen and discuss future investment plans. I have already recommended Lauren to several friends who have equally been impressed by her knowledge and professionalism.”

i

View Profile

Giliker Flynn Independent Wealth

(50)

Retirement Advice, Equity Release Advice, Pension Advice

“I met Chis Flynn to discuss my investment options and found him to be likeable, knowledgeable and honest. He did not try to hard sell any one policy and was completely open and frank about our dilemma. I would recommend Giliker Flynn to anyone lookin...”

i

View Profile

The Mortgage Corner

(50)

Solicitors
Professional
House

“Fantastic support. Very clear with information and very timely with all support given. Great value for money. Tim was great, he made the whole process of buying my home very smooth and less intimidating. Very personable and available to answer all q...”

i

View Profile

The DM Group

(48)

Free Will
Pressure
Life Insurance

“Incredible service offered. Excellent cutomer advocacy, empathetic advisors and expert advice. Well worth making contact for all your legal/insurance needs.”

i

View Profile

Pickering & Butters Solicitors

(30)

Commercial Property, Franchising, Agriculture & Rural

“I have recently bought my first house using Pickering & Butters. They were great and got on with what was needed without prompting. Dan was extremely helpful and made the process as seamless as possible. I would highly recommend them for your legal n...”

Featured

Family relationships are not always straight forward and it is not uncommon for grandparents to become separated from their grandchildren. Unfortunately, grandparents’ rights to see grandchildren are not straightforward. Grandparents have no official legal right to see their grandchildren and naturally, this can cause many issues and disputes. If you are struggling to access your grandchildren or require legal assistance for other grandchild related matters, our expert grandparents’ rights solicitors in Stafford can assist you with sensitive and bespoke support. Find out how we can help you below:...

i

View Profile

Knight Brown Accountants

(26)

Mortgages & Commercial Finance, Freelance Contractors, Wealth Management

“We have been using Knight Brown Accountants since 2014 for various financial matters and have found them to be exceptional. From company accounts, share transfers, personnel accounts and general tax and financial accounting advice, they have fulfille...”

i

View Profile

AFS Wealth Management

(33)

Team
Financial Planning
Mortgage

“Gary very professional in handling the mortgage and life insurance for Grandsons first home. Superb service would really recommend. Positive Responsiveness, Professionalism”

i

View Profile

Banks Sheridan Accountants

(10)

Business Advice & Corporate Finance, Payroll, Audit

“I have worked alongside Banks Sheridan since the inception of our business and they have helped us grow to a 20 strong team member business. David Morris has been my main contact and I can honestly say that I cannot speak highly enough of his timely ...”

i

View Profile

Simple Financial Advice

(13)

Pension Reviews, Retirement Income

“If you ever require Pension advice then Simple Financial Advice are the people to contact. They are professional and understanding of your needs and take the time to go through every aspect. They help you understand the complexities and answer your q...”

i

View Profile

Trent River Capital

(25)

Investment, Financial Planning, Protection

“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. Tr...”

i

View Profile

Thompson Wright

(17)

Phone
Team
Financial

“We moved our business and personal accounting & Fiancial advisors to TWCA 4 years ago. In this time, Jess, Rachel and their team have helped enormously on a day to day basis with several changes within our business most recently with the purchase of...”

i

View Profile

A&E Accountants Limited

(1)

Expense Reporting, Preparation Of Forecasts and Sensitivity Analysis, Bank Reconciliations

“I cannot praise A and E accountants enough. I contacted A and E accountants to do some emergency tax work at a very busy time of year. They were efficient,knowledgeable and fantastic value for the amount of work that had to be done. They are now my...”

i

View Profile

Geens Chartered Accountants

(7)

Accountancy, Taxation, Support Services

“Geens Accountants have been our chosen firm of auditors for as long as I've worked with my current employer. Throughout the years we've had different audit managers and audit teams, but everyone has been the ultimate professional. I would not hesit...”

i

View Profile

Retirement Planning

(10)

Investing in Your Financial Future, Looking For Financial Advice?

“After having such a positive experience with Greg purchasing our first property, we've had Greg and his team help us with securing our second property. From start to finish, communication has been excellent, all our questions have been answered prom...”

i

View Profile

Applewood Independent

(2)

Inheritance Tax/Trust, Investments, Pensions

“Since we have been with them, we have been very impressed by their professionalism, proactiveness and responsiveness. Anyone you contact in the office is courteous and is quick to answer or resolve any queries/ issues you have. Alex, his Dad and the ...”

i

View Profile

Marshall Accountancy

(11)

Tax Return
Team
Advice

“The whole team at Marshall accountancy have been very patient, efficient and helpful throughout my 10 years with them. Particularly in the yearly information gathering and processing, Experienced professionals, no need to look elsewhere.”

i

View Profile

Deans

(1)

Book Keeping, Corporate Finance, Accountancy

“Very professional and helpful team. Many thanks for providing the certificate of true copies!”

i

View Profile

John Greenall & Co

(1)

Financial Planning, Business Startup, Annual Accounts

“Expert advice in a relaxed manner”

i

View Profile

Tally Accounts

(1)

Book Keeping, Corporate Finance, Accountancy

“We've found Tally to be a fantastic tool to help us to manage all of our finances. It's brilliant for quotations, invoicing and reconciling our counts. We can't recommend it highly enough!!”

i

View Profile

Pace Ward

(9)

Modified
Car
Price

“Very easy to deal with over the phone and gave a substantially better price with better terms than every other insurer I spoke to. Well worth a call”

i

View Profile

Elsby Associates

(12)

Insurance
Professional

“Carl at Elsby Associates is a very professional and helpful advisor who was always available, even out of hours. Carl suffered a very drawn out process of mortgage selection due to our requirements changing several times, but he was always supportiv...”

i

View Profile

Jacobs Richard

(2)

“We used Jacobs Pensions to setup, administer & manage our corporate pension scheme & they were nothing short of brilliant. They explained the process fully & had multiple meetings with us to ensure that everything went smoothly especially with our Pa...”

i

Average Cost	£3744
Minimum cost	£1249
Maximum cost	£10608
Avg Per Hour Rates	£376

Best Financial Advisors in Stoke-on-Trent

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Stoke-on-Trent area.

Stonegate Wealth Management

RBA Wealth Management

Atherton & Associates Wealth Management

Giliker Flynn Independent Wealth

The Mortgage Corner

The DM Group

Pickering & Butters Solicitors

Knight Brown Accountants

AFS Wealth Management

Banks Sheridan Accountants

Simple Financial Advice

Trent River Capital

Thompson Wright

A&E Accountants Limited

Geens Chartered Accountants

Retirement Planning

Applewood Independent

Marshall Accountancy

Deans

John Greenall & Co

Tally Accounts

Pace Ward

Elsby Associates

Jacobs Richard

Retirement Planning and Investment Management Services in Stoke-on-Trent Cost Estimates

Why these companies made our list

Wealth Management Advisors near Stoke-on-Trent

Popular in Stoke-on-Trent