Top 10 Independent (IFAs) & Restricted Financial Advisers in Stoke
Find the best FCA regulated financial advisers in Stoke. Get expert help near you with pensions, investments, retirement planning and more
For over 18 years, Castlerock Wealth Management has provided trusted holistic financial advice. We guide directors, professionals, and retirees with practical solutions—helping you protect, grow, and enjoy your wealth with confidence.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£100k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Steve Harris at True Potential Wealth Management
Hoo st werburgh
Initial consultation free
FCA verified
Restricted
Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped
helped
218
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
helped
10639
Minimum
wealth
wealth
£50k+
Meet the team
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
1086
Minimum
wealth
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
For over 18 years, Castlerock Wealth Management has provided trusted holistic financial advice. We guide directors, professionals, and retirees with practical solutions—helping you protect, grow, and enjoy your wealth with confidence.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£100k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
For over 18 years, Castlerock Wealth Management has provided trusted holistic financial advice. We guide directors, professionals, and retirees with practical solutions—helping you protect, grow, and enjoy your wealth with confidence.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£100k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
1086
Minimum
wealth
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Award winning Independent Financial Planners & Mortgage Advisers helping families, individuals and business owners with all your financial advice needs.
Our service is as unique as you are.
We offer face to face meetings, video calls or by telephone.
Clients
helped
helped
1165
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
We provide a free update & advice service to help you understand your plans.
Clients
helped
helped
8840
Minimum
wealth
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
helped
10639
Minimum
wealth
wealth
£50k+
Meet the team
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Stoke