Frances and Chris regularly feature on BBC Radio Stoke offering expert investment advice for Newcastle under Lyme and Stoke on Trent listeners.
Personal Advice Tailored To You
We offer impartial, fully independent financial advice and we aim to establish close relationships with our clients. We pride ourselves on offering 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 or 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 us any questions that you may have whilst also gaining an understanding of any processes involved in the area of advice that you seek.
Clear and Transparent Advice
Once you have had the opportunity to speak to one of our advisers during the free initial meeting, you will then be given the exact cost of the advice you require, so that you are able to make an informed decision. There are never any hidden costs and you will be required to sign an advice charge agreement before any work is carried out. You can elect to pay for the advice via the product being recommended or you can also pay us directly. For example, if you are seeking pension advice or retirement advice, the majority of our clients choose to pay us via the pension as this can be more tax efficient.
Professional Financial Advisers in Stoke on Trent
Both Frances and Christopher are fully regulated by the Financial Conduct Authority and standard, we only offer advice on UK regulated products to give you total peace of mind and assurance of quality. We are also proud members of the Chartered Insurance Institute and Personal Finance Society, The London Institute of Banking and Finance, and our financial advisers in Stoke on Trent each hold a Statement of Professional Standing. Our advisers Chris and Fran, are level 4 and 6 standard respectively, and Frances is also a registered Occupational Pension Specialist. Every member of our team also carries out regular training and exams to ensure that they are up to date with both regulatory news and legislation.