Giliker Flynn Independent Wealth

Who are we?

Giliker Flynn has over 10 years experience in Financial advice in Stoke on Trent and Staffordshire, and we currently manage over £30 million in pensions and investments. We are a Stoke on Trent based firm and pride ourselves on our Potteries roots. We are members of the Personal Finance Society and Chartered Insurance Institute. We are proud to be a Chartered Financial Planning firm and are only one of 4 firms awarded with the title in Staffordshire (January 2019).

We offer impartial, fully independent financial advice and aim to establish close relationships with our clients. We offer a highly personalised and bespoke service where not one client is treated the same. Our financial advisers in Stoke on Trent are happy to meet you at your choice of location including your home, place of work or at our office. We understand that making financial decisions can be a daunting process and therefore welcome our clients to come in for a free initial consultation. This can give you the opportunity to ask any questions and gain an understanding of any processes involved in the area of advice that you seek.

 

More About Us

A Chartered Firm with a Team of qualified professionals

We are a Chartered Financial Planning firm but what does this actually mean?

Symbolises professional excellence

Demonstrates high standards of learning with specialist knowledge that is Master’s degree or equivalent.

Commitment to professional behaviour

As a business we pursue higher standards of knowledge and technical competence for our staff. Our company focus’s on ethical behaviour and professional conduct whilst providing a high quality of service and support. Qualifications have always been key in our development and we are proud to continue this trend to ensure that clients can be confident that they are dealing with a highly professional firm who treats each client and their needs individually.

Qualifications have always been key in our development and we are proud to continue this trend to ensure that clients can be confident that they are dealing with a highly professional firm who treats each client and their needs individually.

Both Frances and Christopher are fully regulated by the Financial Conduct Authority. We are also members of the Chartered Insurance Institute and Personal Finance Society, The London Institute of Banking and Finance, and our  Advisers hold a Statement of Professional Standing. Our Advisers are level 4 and 6 standard, and Frances is also a registered Occupational (Final Salary) Pension Specialist. Our financial Advisers in Newcastle under Lyme carry out regular training and exams to ensure that they are up to date with both regulatory news and legislation.

Both our advisers have been awarded with Vouchedfor’s Top pension advice, retirement advice and investment advice in Stoke-on-Trent.

Meet the Team