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Top 10 Independent (IFAs) & Restricted Financial Advisers in Stokeontrent

Find the best FCA regulated financial advisers in Stokeontrent. Get expert help near you with pensions, investments, retirement planning and more
Stokeontrent
TheWealthPoint

TheWealthPoint

Stoke on trent
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3234
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Stoke on trent
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
380
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
TheWealthPoint

TheWealthPoint

Stoke on trent
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3234
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Stoke on trent
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
158
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Flying Colours Advice

Flying Colours Advice

Stoke on trent
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20142
Minimum
wealth
£250k+
Meet the team
George Tuck
Frederick Barton
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
TheWealthPoint

TheWealthPoint

Stoke on trent
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3234
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Stoke on trent
Initial consultation free
FCA verified
Restricted
"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
1077
Minimum
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
Evelyn Partners

Evelyn Partners

Stoke on trent
Initial consultation free
FCA verified
Restricted
"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
1077
Minimum
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
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Stoke on trent
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
380
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Slater Financial Ltd

Slater Financial Ltd

Stoke on trent
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1374
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Stokeontrent