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Knight Brown Accountants

(20)

Mortgages & Commercial Finance, Freelance Contractors, Wealth Management

“I've worked with Andy since 2014 – he was an enormous help when I first started out in consultancy work, advising me on the business set-up and looking after both the business and my personal finances. The whole team are always very helpful and frien...”

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Franklyn Financial Management

(3)

“Fantastic from start to finish, Special mention to Sam Banks, He has gone above and beyond from start to finish!”

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Trent River Capital

(11)

Investment, Financial Planning, Protection

“After recently changing jobs I decided that it was time to get my numerous pensions in order rather than having them spread out. After discussions with Trent River they put a plan together for me explaining my options whilst answering my numerous ...”

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Pickering & Butters Solicitors

(23)

Commercial Property, Franchising, Agriculture & Rural

“Mrs Jan Boulter, ably assisted by her Michelle her Secretary, have been totally professional in the way they handled an extremely complicated claim on my behalf. Mrs Boulter kept me totally informed of the progress being made and all my numerous te...”

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AFS Wealth Management

(30)

Team
Mortgage
Questions

“My husband and myself have dealt with Nick for over 5 years. He takes time to listen to your aims, discusses options with us and ensures that we fully understand (which I've never experienced with previous companies) to ensure that we make informed ...”

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RBA Wealth Management

(25)

“Marnie from RBA was recommended to us by a colleague as we were looking for a mortgage advisor and I'm so glad we were as her service has been incredible throughout. She made a very stressful and confusing process so easy. She has gone above and b...”

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Giliker Flynn Independent Wealth

(10)

Retirement Advice, Equity Release Advice, Pension Advice

“Giliker Flynn helped me with transferring a defined benefit pension due to serious ill health. The advice given was first class, excellent communication and extremely efficient. Everything was explained in great detail and easy to understand. We re...”

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The Dunham McCarthy Group

(27)

Life Insurance
Free Will
Writing

“The service was friendly helpful and efficient from start until finish. There was a team of people that communicated with each other to save repeating information. I could not be happier.”

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The Mortgage Corner

(30)

Professional
Team
House

“Literally the best decision we have ever made was using The Mortgage Corner who were recommended to us. It's a big thing getting the right mortgage, and they will make it value for money. 100% recommend.”

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Elsby Associates

(11)

Critical Illness, Equity Release Services, Mortgages

“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...”

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Geens Chartered Accountants

(7)

“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...”

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Simple Financial Advice

(8)

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...”

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Deans

(1)

Book Keeping, Corporate Finance, Accountancy

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

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Thompson Wright

(18)

Advisor
Team
Financial

“Really felt I had to post a review! Thompson Wright raise the bar as far as Accountancy firms are concerned! I have been a client for many years, and consistently recommend them to contacts and friends! This organisation operate as a real extensio...”

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Simpwill

(1)

“well worth the chat. kind and understanding and very helpful”

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Alextra Accountants

(4)

“Alextra have been our accountants for seven years and Shawn Gallimore and his team have looked after us impeccably well in that time. They are patient, supportive and extremely good at saving us money. I am happy to recommend them to anyone needed ac...”

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Brian Mellor Financial Services Limited.

(4)

“Fantastic service and excellent advice easy to understand would highly recommend”

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Right Financial Planning

Mortgage Referrals, Investments, Pensions

“Right Financial Planning Ltd is an Independent Financial Advisor Company covering the whole of the UK. Our clients are nationwide. We pride ourselves in offering fully Independent Financial Advice based on our clients individual needs. We specialise ...”

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John Greenall & Co

(1)

Financial Planning, Business Startup, Annual Accounts

“Expert advice in a relaxed manner”

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Purcell Accountants

“Outside of work, I enjoy spending time with my two boys and the family. I have many interests, of which Motorsport both 4 and 2 wheels are a big part of it, from club motorbike racing to F1 and BSB. Along with travel, football – I am a Manchester Uni...”

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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...”

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KBA FS

“We come highly rated on VouchedFor, the UK's leading independent review site for financial advisers, mortgage advisers and accountants. Click on the badge to read some of the reviews our clients have left for our planners.”

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F R Associates

“FR Associates is a trading style of Nigel J S Farrar and is an Appointed Representative of Mortgage Next Network Limited, which is authorised and regulated by the Financial Conduct Authority under number 300866 in respect of mortgage, insurance and c...”

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Stonegate Wealth Management

“If you wish to register a complaint, please write to Stonegate Wealth Management, Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW or telephone 01785 876222.”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

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.

Knight Brown Accountants

Franklyn Financial Management

Trent River Capital

Pickering & Butters Solicitors

AFS Wealth Management

RBA Wealth Management

Giliker Flynn Independent Wealth

The Dunham McCarthy Group

The Mortgage Corner

Elsby Associates

Geens Chartered Accountants

Simple Financial Advice

Deans

Thompson Wright

Simpwill

Alextra Accountants

Brian Mellor Financial Services Limited.

Right Financial Planning

John Greenall & Co

Purcell Accountants

Jacobs Richard

KBA FS

F R Associates

Stonegate Wealth Management

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