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    Best Financial Advisors Stoke-on-Trent Near Me

    AFS Wealth Management Ltd Pace Ward Ltd Firmus Financial Services Key Financial Associates Ltd

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    1. Trent River Capital Ltd - Stoke-on-Trent

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    · 17 reviews

    Suite 1, 121 Church St, Stoke-on-Trent ST4 1DB, United Kingdom

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    1. 1. Expert Retirement and Investment Advice: Trust our experienced financial advisers to help you grow and protect your wealth effectively.
    2. 2. Personalized Free Review: Receive a tailored assessment of your pension and investment situation to make informed decisions for your future.
    3. 3. Regulated and Authorized: Rest assured knowing that Trent River Capital Ltd is authorized and regulated by the Financial Conduct Authority.
    4. 4. Local Service: Conveniently located in Stoke on Trent, Newcastle under Lyme, and Leek, providing accessible financial advice to residents in the area.
    5. 5. Wealth Protection: Safeguard your investments with our guidance, ensuring your financial future is secure and your goals are met.

    2. Giliker Flynn Independent Wealth Ltd - Newcastle-under-Lyme

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    · 7 reviews

    2 Gower St, Newcastle-under-Lyme, Newcastle ST5 1JQ, United Kingdom

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    1. 1. Expert pension advice tailored to your needs in Stoke on Trent for retirement planning and occupational transfers.
    2. 2. Consider alternative investment options with £30,000+ to invest for a free consultation and impartial financial advice.
    3. 3. Rest assured with independent equity release advice to keep up with living costs if savings are tied up in property.
    4. 4. Operate by a Code of Ethics with compliant, ethical, and high-quality service standards as a Chartered Financial Planning firm.
    5. 5. Stay up to date with regulatory news and legislation with level 4 and 6 standard Advisers for professional and individualized financial advice.

    3. AFS Wealth Management Ltd - Newcastle-under-Lyme

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    · 21 reviews

    4 Cherry Orchard, Newcastle-under-Lyme, Newcastle ST5 2UB, United Kingdom

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    1. 1. Personalized Financial Planning: Experienced team offers personal attention to help you achieve your financial goals stress-free.
    2. 2. Wide Range of Services: Build, grow, protect, or preserve your wealth with high-quality advice tailored to your needs.
    3. 3. Expert Wealth Management: Specializing in various aspects of wealth management to guide you towards financial success.
    4. 4. Professional Partnership: Representing St. James's Place Wealth Management for top-notch products and services.
    5. 5. Exceptional Customer Service: Friendly, knowledgeable staff provide excellent service to ensure informed decisions for your financial future.

    4. Pace Ward Ltd - Stoke-on-Trent

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    · 11 reviews

    Ridge House, Festival Park, 6, Ridgehouse Dr, Stoke-on-Trent ST1 5SJ, United Kingdom

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    1. 1. Expertise in Tailoring Policies: Pace Ward has over 35 years of experience in crafting insurance solutions to match your needs.
    2. 2. Specialized Household Policies: From standard home insurance to High Net Worth contracts, Pace Ward offers tailored coverage options.
    3. 3. Flexible Coverage Options: Whether it's motor trade, fleet, or property insurance, Pace Ward provides affordable and customizable policies.
    4. 4. High-Performance Car Coverage: Pace Ward offers unique features for high-value car collections not found in standard insurance policies.
    5. 5. Personalized Service: By getting to know your business, Pace Ward builds a solid rapport to provide reliable and flexible protection.

    5. Andrew Street Financial Services - Newcastle-under-Lyme

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    · 2 reviews

    471 Hartshill Rd, Hartshill, Stoke-on-Trent ST4 6AA, United Kingdom

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    6. PSP Wealth Management - Stoke-on-Trent

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    · 2 reviews

    Ford Green Rd, Smallthorne, Stoke-on-Trent ST6 1PF, United Kingdom

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    1. 1. Expert Advisers: Our team provides professional ongoing advice with care to protect and enhance your wealth.
    2. 2. Independent Approach: We work for you, not tied to any bank or insurance company, ensuring tailored solutions.
    3. 3. Long-Term Relationships: Building trust and respect through ethical, friendly financial advice for mutual benefit.
    4. 4. Quality Financial Planning: Make a significant difference in your life with our holistic approach and high service standards.
    5. 5. Client-Centered Service: Our aim is to serve you, not the product providers, ensuring your best interests are prioritized.

    7. Firmus Financial Services - Stoke-on-Trent

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    · 3 reviews

    Kingstable Square, Goldenhill Rd, Longton, Stoke-on-Trent ST4 3EL, United Kingdom

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    8. Shaun Davis Financial Adviser - Stoke-on-Trent

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    · 1 reviews

    159 Belgrave Rd, Stoke-on-Trent, ST3 4NL, United Kingdom

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    1. 1. Expert Pension Tracing: Our qualified specialists will diligently track down your lost pensions, providing you with valuable insights and options.
    2. 2. Impartial Financial Advice: Our Independent Financial Advisers prioritize your best interests, finding better pension options for 7 out of 10 individuals.
    3. 3. Peace of Mind Guaranteed: Let us handle the time-consuming and frustrating task of tracing pensions, giving you the reassurance you deserve.
    4. 4. Transparent Service: We maintain impartiality by not accepting commissions, ensuring that any fees incurred are mutually agreed upon beforehand.
    5. 5. Personal Success Stories: Like Mike Skinner, let our specialists locate your pensions and provide you with the peace of mind you need.

    9. Key Financial Associates Ltd - Audley Rural

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    · 5 reviews

    171 Raven's Ln, Bignall End, Stoke-on-Trent ST7 8PY, United Kingdom

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    1. 1. Personalized Financial Advice: We represent YOU, not tied to any institution, to find the best mortgage tailored to your needs.
    2. 2. Expert Residential Mortgage Brokers: Whether you're a first-time buyer or a landlord, we have a solution for you.
    3. 3. Flexible Service Options: Choose face-to-face, telephone, or email consultations to suit your preferences.
    4. 4. Market Monitoring: We continuously search for the right mortgage and keep you updated on opportunities.
    5. 5. Outstanding Customer Reviews: Our clients praise our efficient service, communication, and expertise in making the mortgage process smooth.

    10. Barrie Hough Financial Advisers - Newcastle-under-Lyme

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    · 1 reviews

    Reliance House, 15 Moorland Rd, Burslem, Stoke-on-Trent ST6 1DP, United Kingdom

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    Business: Offers full independent advice on a wide range of financial matters, including Investment Planning, Life Assurance, Income Protection, Inheritance Tax

    11. BRB Financial Horizons Ltd - Stoke-on-Trent

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    213 Etruria Rd, Hanley, Stoke-on-Trent ST1 5NS, United Kingdom

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    1. 1. Bespoke financial planning: Tailored solutions to help you achieve your dream life through personalized financial strategies.
    2. 2. Life Landscaping®: A unique approach to financial planning that considers all aspects of your life and goals.
    3. 3. Independent Financial Advice: Unbiased guidance to help you make informed decisions about your finances in Stoke-on-Trent and Staffordshire.
    4. 4. New way of thinking: Innovative methods to transform your financial future and create the life you desire.
    5. 5. Different financial adviser: Stand out from the crowd with a financial planner who truly understands your needs and aspirations.

    12. Elite - Stoke-on-Trent

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    · 1 reviews

    9 Meaford Dr, Stoke-on-Trent, ST3 2BY, United Kingdom

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    13. Crystal Financial - Stoke-on-Trent

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    121 Church St, Stoke-on-Trent, ST4 1DB, United Kingdom

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    14. Howell Shone Independent Financial Advisers - Stoke-on-Trent

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    St James House, Webberley Ln, Longton, Stoke-on-Trent ST3 1RJ, United Kingdom

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    1. 1. Expert Financial Guidance: Our specialist team offers independent advice tailored to your goals, ensuring clear and easy-to-understand financial planning.
    2. 2. Personalized Service: Whether you're a private individual or a corporate client, we take the time to understand your unique needs.
    3. 3. Free Initial Consultation: Take advantage of a no-cost meeting to discuss your current financial situation and future aspirations with our team.
    4. 4. Convenient Mobile App: Access financial calculators, tax tables, and more on our app, allowing you to upload documents and stay connected on the go.
    5. 5. Regulated and Trusted: Chartered Independent Ltd is a member of Best Practice IFA Group Limited, ensuring compliance with UK regulations for consumer protection.

    15. Nick Jones Wealth Planning - Stoke-on-Trent

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    Suite 16, Sutherland Institute, Lightwood Rd, Stoke-on-Trent ST3 4HY, United Kingdom

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