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Browse financial advisor in Stoke. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 404 results in Stoke. Average rating 4.7/5 based on 4,776 reviews & ratings. The listings below include financial advisor from cities such as Stoke-on-trent, Crewe, Congleton, Stafford, Sandbach and others.

Directory overview

  • 404 Total businesses
  • 4.7 Average rating
  • 58% With reviews
  • 45% With photos
  • 20 Highly rated
  • 55 Open on weekends
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Rating distribution

How many businesses fall in each rating band (rated only).

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Most common features

The features most often offered by the found businesses.

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Top-rated at a glance

Businesses ranked by rating confidence β€” rating combined with review volume.

Business Rating Reviews Category Best for
The Taylor Lucas Partnership Limited 5.0 622 Legal Service Critical Illness Protection Review
Lawson & Fern Ltd 5.0 4 Insurance Agency Business risk consultations
Nviro Insurance & Risk Management Limited 5.0 2 Insurance Agency Commercial Insurance

Browse by city

Nearby regions

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  1. 121
    Photo of Premier Tax Solutions Limited - Chartered Tax Advisers - Trent House, 234 Victoria Rd, Stoke-on-Trent ST4 2LW, UK

    Premier Tax Solutions Limited - Chartered Tax Advisers

    β˜…β˜…β˜…β˜…β˜… 5 (35 Reviews) Well rated Closed

    β€œI have been using Premier Tax Solutions for a year now and having gone self employed last year, decided to use a company to ease my way back in to being self employed and I can say the help they have given has been more than excellent. Response to queries or advice is quick and usually solves the problem. They are doing my personal & business tax and Vat. Coving all basis and have just completed my first end of year - happy days! I would recommend Premier Tax Solutions and the staff, Vanessa, Sophia, Sonia - thank you for a seamless year of accountancy. From Coffee Lady Consultancy - Jan Revill”

    Address: Trent House, 234 Victoria Rd, Stoke-on-Trent ST4 2LW, UK
    Phone: +44 1782 479699
    Website: premiertaxsolutions.co.uk
  2. 122

    Premier Tax Solutions Limited

    β˜…β˜…β˜…β˜…β˜… 5 (35 Reviews) Well rated Open

    β€œI have been using Premier Tax Solutions for a year now and having gone self employed last year, decided to use a company to ease my way back in to being self employed and I can say the help they have given has been more than excellent. Response to queries or advice is quick and usually solves the problem. They are doing my personal & business tax and Vat. Coving all basis and have just completed my first end of year - happy days! I would recommend Premier Tax Solutions and the staff, Vanessa, Sophia, Sonia - thank you for a seamless year of accountancy. From Coffee Lady Consultancy - Jan Revill”

    Address: Trent House, 234 Victoria Rd, Stoke-on-Trent ST4 2LW, UK
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  1. 124
    Photo of K&R Accountants Ltd - Linden House, 1st Floor Suite, 95b Trentham Road, Dresden, Stoke-on-Trent ST3 4EG, UK

    K&R Accountants Ltd

    β˜…β˜…β˜…β˜…β˜… 5 (33 Reviews) Well rated Closed

    β€œAbsolutely first-class service. My accountant is knowledgeable, reliable, and always explains everything in a clear and simple way. They’ve helped me structure my business properly, stay on top of tax, and plan ahead with confidence. Communication is excellent and nothing is ever too much trouble. Highly recommended.”

    Address: Linden House, 1st Floor Suite, 95b Trentham Road, Dresden, Stoke-on-Trent ST3 4EG, UK
    Phone: +44 1782 499140
    Website: kraccountants.com
  2. 125
    Photo of Knight Brown Accountants - 3 Crewe Rd, Sandbach CW11 4NE, UK

    Knight Brown Accountants

    β˜…β˜…β˜…β˜…β˜… 5 (29 Reviews) Well rated Closed

    β€œI changed my accountant nearly 3 years ago now, to Crewe & Nantwich Accounts, whom are now Knight Brown Accountants, recommended by my partner as I needed an accountant that provided the full accountancy and tax service, not just bookkeeping. I also wanted to have an accountant that fully looked after my business interests, and made it easier for me to understand. I have to say I am more than happy with the service that Andy Brown and his Team provide. In business it is all about building relationships and I feel that Andy genuinely cares about people and wants to provide a service that helps people to succeed in life. What is even better he is moving to Sandbach this month, which is great news. Good Luck Andy and look forward to seeing you and your team soon.”

    Address: 3 Crewe Rd, Sandbach CW11 4NE, UK
    Phone: +44 1270 620395
    Website: sandbachaccountants.com
  3. 126
    Photo of RBA Wealth Management - 23 High St, Uttoxeter ST14 7HN, UK

    RBA Wealth Management

    β˜…β˜…β˜…β˜…β˜… 5 (27 Reviews) Well rated Closed

    β€œThe service RBA provides is exceptional. My family and I have found working with Andrew and Marnie an absolute delight. Not only do they provide excellent financial advice, Marnie has also just helped me to complete on my new home. As a first time buyer I was unsure of the process, or even where to start! Marnie helped me to buy the house providing expert service in such a friendly but professional manner, frankly she made the whole process easy for me! I could not ask for a better service and would highly recommend Marnie and RBA to anybody requiring wealth management. I look forward to many more years with RBA!”

    Address: 23 High St, Uttoxeter ST14 7HN, UK
    Phone: +44 1889 568444
    Website: rbawealthmanagement.com
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  1. 127
    Photo of Trent River Capital Ltd - Federation House, 121 Station Rd, Stoke-on-Trent ST4 2SA, UK

    Trent River Capital Ltd

    β˜…β˜…β˜…β˜…β˜… 5 (26 Reviews) Well rated Closed

    β€œWe have invested our savings with Rod for over 15 years and have found him to be trustworthy and professional. Any questions are quickly answered and we feel reassured that he is taking good care of it. We would highly recommend his excellent services.”

    Address: Federation House, 121 Station Rd, Stoke-on-Trent ST4 2SA, UK
    Phone: +44 1782 846955
    Website: trentriver.co.uk
  2. 128

    TaxBoxx

    β˜…β˜…β˜…β˜…β˜… 5 (21 Reviews) Well rated Closed

    β€œWe couldn’t recommend Adam and Michelle highly enough. My accounts were in terrible order due to the poor running of previous accountant. Adam has got everything back on track, and using his app Taxbox is a brilliant tool to have. Thanks again Adam and Michelle”

    Address: Park View Business Centre, Combermere, Whitchurch SY13 4AL, UK
    Phone: +44 1948 988007
    Website: taxboxx.co.uk
  3. 129
    Photo of Fidenti Wealth Ltd - Confidence House, 2 Bold St, Sandbach CW11 1GR, UK

    Fidenti Wealth Ltd

    β˜…β˜…β˜…β˜…β˜… 5 (21 Reviews) Well rated Closed

    β€œNick at Fidenti Wealth is an exceptional financial advisor who is knowledgeable, approachable, and dedicated to helping us achieve our financial goals. Nick took the time to understand our unique financial situation and crafted a personalised plan that aligns with our long-term objectives. He is always available to answer questions and provide guidance, and we feel confident our finances are in safe hands. Highly recommend Nick and Fidenti to anyone seeking trustworthy and expert financial advice.”

    Address: Confidence House, 2 Bold St, Sandbach CW11 1GR, UK
    Phone: +44 1270 611211
    Website: fidentiwealth.co.uk
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  1. 130
    Photo of Stonegate Wealth Management - Bellwether House, 20 Stafford St, Stone ST15 8QW, UK

    Stonegate Wealth Management

    β˜…β˜…β˜…β˜…β˜… 5 (17 Reviews) Well rated Closed

    β€œStonegate Wealth Management have provided us with financial advice and looked after our retirement fund for several years. They provide frequent updates on both the UK and global financial economies, informative face to face reviews and always respond quickly to any correspondence. Thank you Steve and all the staff at Stonegate, we feel that our retirement fund is in safe hands with you.”

    Address: Bellwether House, 20 Stafford St, Stone ST15 8QW, UK
    Phone: +44 1785 876222
    Website: stonegatewealth.co.uk
  2. 131

    S H K Accountants Ltd

    β˜…β˜…β˜…β˜…β˜… 5 (15 Reviews) Well rated Open

    β€œI have used SHK for many years and have always been extremely pleased with the outcome of my finances..i recommend them to anyone who cares to ask as their communication and helpfulness are outstanding.”

    Address: Audley House, 35 Marsh Parade, Newcastle-under-Lyme, Newcastle ST5 1BT, UK
    Phone: +44 1782 799490
    Website: shkaccountants.co.uk
  3. 132
    Photo of Retirement Planning Ltd - Christchurch House, Christchurch Way, Stone ST15 8ZB, UK

    Retirement Planning Ltd

    β˜…β˜…β˜…β˜…β˜… 4.8 (20 Reviews) Well rated Open

    β€œAfter having such a positive experience with Greg purchasing our first property, we’ve had Greg and his team help us with securing our second property. From start to finish, communication has been excellent, all our questions have been answered promptly and we’ve been reassured every step of the way. RPUK is a highly recommended and trustworthy company, as Greg has gone above and beyond for us. Thank you again Greg.”

    Address: Christchurch House, Christchurch Way, Stone ST15 8ZB, UK
    Phone: +44 1785 817377
    Website: rpuk.co.uk
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  1. 133
    Photo of Lonsdale Wealth Management - Butterfly House, Dunston Business Village, Penkridge, Stafford ST18 9AB, UK

    Lonsdale Wealth Management

    β˜…β˜…β˜…β˜…β˜… 4.8 (20 Reviews) Well rated Closed

    β€œWe recently approached Lonsdale Wealth Management, in Penkridge, after reading all of the positive reviews of the team there. We are now adding to that list as the service we received from Neil Homer was second to none. He took the time to meet and talk through what our needs were and was more than happy to help, nothing was too much trouble. Neil is not judgemental and is very easy to talk to, he has your needs and requirements at the forefront throughout the process. Communication was excellent, prompt and professional. If you need any help or advice, do not look any further, you will not find better. Thanks Neil.”

    Address: Butterfly House, Dunston Business Village, Penkridge, Stafford ST18 9AB, UK
    Phone: +44 1785 711578
    Website: lonsdaleservices.co.uk
  2. 134
    Photo of The Rose & Crown - 440 New St, Biddulph Moor, Stoke-on-Trent ST8 7HZ, UK

    The Rose & Crown

    β˜…β˜…β˜…β˜…β˜† 4.6 (35 Reviews) Well rated Open

    β€œHad a small wake here after a family funeral. Food was great sandwiches, chips, pork pies, quiche, home made cake, tea and coffee. Great staff, great refurb pub. Would not hesitate to use this as a venue again.”

    Address: 440 New St, Biddulph Moor, Stoke-on-Trent ST8 7HZ, UK
    Phone: +44 1782 517435
    Website: joulesbrewery.co.uk
  3. 135
    Photo of Atherton & Associates Wealth Management Ltd - 1 Park Rd, Nantwich CW5 7AQ, UK

    Atherton & Associates Wealth Management Ltd

    β˜…β˜…β˜…β˜…β˜† 4.7 (15 Reviews) Well rated Closed

    β€œLauren has been amazing she's supported me by getting my life insurance updated and also consolidating my pensions into one. Her knowledge and expertise is second to none. I would highly recommend Lauren and Atherton and Associates.”

    Address: 1 Park Rd, Nantwich CW5 7AQ, UK
    Phone: +44 1270 624164
    Website: athertonandassociates.co.uk
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  1. 136
    Photo of Marshall Accountancy Ltd - St Marys House, Crewe Rd, Alsager, Stoke-on-Trent ST7 2EW, UK

    Marshall Accountancy Ltd

    β˜…β˜…β˜…β˜…β˜† 4.6 (25 Reviews) Well rated Closed

    β€œExcellent, professionnal service from the team, on a sometimes difficult tax return. Organised Zoom meetings between UK and Australia, as well as electronic files for convenience. Will use again and highly recommended”

    Address: St Marys House, Crewe Rd, Alsager, Stoke-on-Trent ST7 2EW, UK
    Phone: +44 1270 882300
    Website: marshallaccountancy.co.uk
  2. 137
    Photo of Thompson Wright Ltd, Chartered Accountants - Ebenezer House, Ryecroft, Newcastle-under-Lyme ST5 2BE, UK

    Thompson Wright Ltd, Chartered Accountants

    β˜…β˜…β˜…β˜…β˜† 4.6 (22 Reviews) Well rated Closed

    β€œLawrence, and now his son Richard Thompson have been looking after our business and personal accounts since 1986. We could not be in better hands. Our options and investment opportunities are explained clearly and decisions implemented efficiently. We always have a long-term personal contact in case of queries and appreciate the friendly approach. Gwen on the switchboard is a gem - it is always a delight to phone up and hear her cheery voice.”

    Address: Ebenezer House, Ryecroft, Newcastle-under-Lyme ST5 2BE, UK
    Phone: +44 1782 613141
    Website: thompsonwright.co.uk
  3. 138
    Photo of Accountsmith - Suite 3, 8, The Westbury Centre, Westbury Rd, Newcastle-under-Lyme, Newcastle ST5 4LY, UK

    Accountsmith

    β˜…β˜…β˜…β˜…β˜† 4.6 (19 Reviews) Well rated Closed

    β€œI only met Karen a week ago, but she has already helped me so much, aiding my transition to a Ltd company and answering every question I throw at her. She put my mind at ease straight away and clearly has the best interests of her clients in mind when providing advice. I look forward to a long and happy working relationship & am delighted to be one of those businesses who 'loves' their Accountant!!”

    Address: Suite 3, 8, The Westbury Centre, Westbury Rd, Newcastle-under-Lyme, Newcastle ST5 4LY, UK
    Phone: +44 1782 479445
    Website: theaccountsmith.co.uk
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  1. 139

    Citizens Advice Bureau

    β˜…β˜…β˜…β˜…β˜† 4.4 (15 Reviews) Well rated Closed

    β€œBeen in for a while but I have rung for advice on the main number”

    Address: Leek Library, Nicholson Institute, Stockwell St, Leek ST13 6HQ, UK
    Phone: +44 1538 373068
    Website: citizensadvice.org.uk
  2. 140
    Photo of Pace Ward Ltd - 6 Ridge House, Festival Park, Ridgehouse Dr, Stoke-on-Trent ST1 5SJ, UK

    Pace Ward Ltd

    β˜…β˜…β˜…β˜…β˜† 4.3 (15 Reviews) Well rated Closed

    β€œBest insurance company I've every used, they have a personal touch and have always provided the best prices possible and cater for varying levels of high performance vehicles.”

    Address: 6 Ridge House, Festival Park, Ridgehouse Dr, Stoke-on-Trent ST1 5SJ, UK
    Phone: +44 1782 286311
    Website: paceward.com
  3. 141

    DPC Accountants Ltd

    β˜…β˜…β˜…β˜…β˜† 4.1 (16 Reviews) Well rated Closed

    β€œWe have been using DPC for quite a number of years and it has always been a pleasure to work with Simon Owen and the team. In particular the time and patience they spare for those of us who need the finer points of accountancy explaining to us in its most simplistic form.”

    Address: Stone House, Business Park, 55 Stone Rd, Stoke-on-Trent ST4 6SR, UK
    Phone: +44 1782 744144
    Website: dpcaccountants.com
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  1. 142

    Nicholson Wealth Management

    β˜…β˜…β˜…β˜…β˜… 5 (12 Reviews) Closed

    β€œHIGHLY RECOMMENDED The team at Nicholson Wealth Management are excellent at what they do. Providing high quality Information advice and guidance on all aspects of wealth management and always in the best interests of you, this includes helping, planning and thinking about your future plans, goals and objectives. They are specialists in so many areas including - Investment, retirement, pensions, mortgages, investment banking and lots more. I would always highly recommend. Please don’t go anywhere else, you will regret it if you do. Thank you Nicholson Wealth Management”

    Address: Lymedale Business Centre, Hooters Hall Rd, Newcastle ST5 9QF, UK
    Phone: +44 1782 479736
    Website: nicholsonwm.co.uk
  2. 143

    Key Accountancy Services

    β˜…β˜…β˜…β˜…β˜… 5 (12 Reviews) Closed

    β€œKaren is an Accountancy Angel ! The leap to digital accounting was daunting to say the least but Karen made it all so easy. Her training was informative, well paced and so insightful. She gave us confidence and support all the way and we now feel in alot more control. Thankyou so much Karen xx”

    Address: 319a Uttoxeter Rd, Blythe Bridge, Stoke-on-Trent ST11 9QA, UK
    Phone: +44 1782 405442
    Website: keyaccountancyservices.co.uk
  3. 144
    Photo of JLK Accounting Limited - 67 Burton Bank Ln, Stafford ST17 9JJ, UK

    JLK Accounting Limited

    β˜…β˜…β˜…β˜…β˜… 5 (12 Reviews) Closed

    β€œJo has helped and guided me through my self employment venture from the very start, when I was giving up secure employment, to follow an alternative path. She generously gave her time to explain self employment, tax, insurances etc and put me in touch with people with experience in my field. Jo champions all of her clients and is always at the end of the line if I need to discuss anything about my business. She is genuine, friendly, thorough and professional and I highly recommend her as an accountant.”

    Address: 67 Burton Bank Ln, Stafford ST17 9JJ, UK
    Phone: +44 7808 783624
    Website: jlkaccounting.co.uk
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  1. 145

    Platinum Accountancy Services Limited

    β˜…β˜…β˜…β˜…β˜… 5 (11 Reviews) Closed

    β€œIs your accountant boring and old school? If yes look no further! I would highly recommend Stevie Jepson at Platinum Accounting Services. They are indeed extraordinary at what they do. Stevie and her team are vibrant, their enthusiasm radiates as your needs are met. Their niche for working with third sector demonstrates their passion and desire to make a difference. They are all about building relationships and trust with their clients. Their professionalism is second to none. I would recommend Stevie Jepson to anyone looking for a new accountant”

    Address: Suite 47, Beechfield House, Winterton Way, Macclesfield SK11 0LP, UK
    Phone: +44 1260 400323
  2. 147
    Photo of Crewe & Nantwich Accountants - First Floor, Unit 10, Alvaston Business Park, Nantwich CW5 6PF, UK

    Crewe & Nantwich Accountants

    β˜…β˜…β˜…β˜…β˜… 4.9 (13 Reviews) Closed

    β€œI have known Andy Brown for over ten years in a professional capacity as owner and Company Director of various businesses that I have owned. In the early days Andy was an employee of an accountancy practice that I used and he represented them in a personable and extremely professional manner. Since he has set up his own practice five years ago he and his team have taken customer services to a different level. Andy and his team work with integrity and passion within a professional corporate environment yet still they are able to offer a "were only a phone call away" personal relationship should I have any concerns. Compliance is crucial in my business and I feel that this in particular is an area where Crewe & Nantwich Accounts lead the way. I have absolutely no hesitation is recommending the services of Andy and his very experienced team.”

    Address: First Floor, Unit 10, Alvaston Business Park, Nantwich CW5 6PF, UK
    Phone: +44 1270 620395
    Website: creweaccountants.com
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  1. 148
    Photo of Reach Accounting Solutions Limited - 2, Premier House, Sneyd St, Leek ST13 5HP, UK

    Reach Accounting Solutions Limited

    β˜…β˜…β˜…β˜…β˜… 4.9 (12 Reviews) Closed

    β€œI have been using Reach Accounting for a few years now. When I first approached Karen, my accounts were in a pretty bad state and there was alot of work required to get things sorted. Karen's knowledge and professionalism is second to non and She's always on hand for any queries no matter how small. If your looking for a professional and easily approachable Accounting firm Reach are definitely for you! They make running this side of my business completely stress free.”

    Address: 2, Premier House, Sneyd St, Leek ST13 5HP, UK
    Phone: +44 1538 711000
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Frequently asked questions

Answers generated from the current directory data.

How many financial advisor are there in Stoke?

We list 404 financial advisor in Stoke.

What is the average rating of financial advisor in Stoke?

The average rating is 4.7, based on 4,776 reviews.

Which financial advisor in Stoke are rated highest?

There are 20 top-rated financial advisor in Stoke, for example 5 top-rated: Fidenti Mortgages & Protection Ltd (5.0β˜…, 803 reviews); The Taylor Lucas Partnership Limited (5.0β˜…, 622 reviews); TUI Holiday Store (5.0β˜…, 289 reviews); Signature Funding Solutions (5.0β˜…, 242 reviews); The Mortgage Corner (5.0β˜…, 130 reviews).

How many are open on weekends?

55 work on weekends.
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