Financial consulting in Stoke

“We can’t thank Helena and Millie enough for all their support with buying our first home and securing our mortgage. Nothing was too much trouble, they were on hand at all times and answered every question we had about the process promptly. They did a lot of chasing people for us too, which was very helpful when we were new to everything. Buying a house can be daunting, but it was definitely made easier with Helena & Millie’s help. They are both amazing at what they do and we couldn’t recommend HD Financial Services enough!”

“Absolutely Brilliant from start to finish. Emily got us a great mortgage for our new house. She was constantly in touch with updates. She also worked quickly when one property fell through and we started the process again on a different one. Also sorted us life, health and income protection insurance. Couldn't recommend them enough.”

“Burfield have been looking after my wife and myself for several years and after we both took early retirement a 4 years ago have reassured us through zoom meetings and visits to the office that we have done the right thing even though the markets have been a little volatile in the last few of years. I'm totally satisfied with the service from Burfield and especially David Parker. Always nice to chat with Dave and we have built up a good relationship with him.”

“Paulina helps me get a loan when I was first time buyer and during remortgage. There was reliable, specific and extensive information. Loan granted twice at lightning speed. I highly recommend.”

“Great and professional service. Highly recommended. Masons helped us secured our mortgage at the best rate possible. Excellent communication along the process and always happy to help or give us advice if needed. Will definitely use them again. Thank you team!”

“Will has transformed my life actually, as he has enabled me to consolidate my pensions (including Final Salary Pension) in order that I could retire at aged 60 ! I can highly recommend Will as a first rate financial advisor who goes above and beyond to help you realise your true worth. Will is very down to earth and extremely professional in all aspects of his work.”

“We were lucky enough for deal with Richard who was exceptionally helpful from our very first meeting. Richard listened and understood exactly what my husband and I were looking to achieve in our next house move and provided us with a seamless service which accommodated our needs. He responded to all our enquiries in a timely manner and put our minds at ease with his friendly can do attitude along the way. We would highly recommend Richard and his assistant Melanie who was equally helpful and a pleasure to deal with. We will be using them again with any future moves. Thank you so ever so much, Vicki and Richard”

“Approaching retirement age, I had the chance to withdraw my company pension and invest it elsewhere.. Carol guided me through the process of investing my pension pot, to secure a steady regular income throughout my retirement. I am really pleased with how things are going, considering how the financial markets are performing at the moment, Carol and her team always seem to be making my investments work.”

“Excellent service and pension advice from Mark & Leanne at Simple Advice. The advice has saved me a material amount of money and made my financial planning for my retirement both more rational and economically sound”

“I can only say great things about Zen Financial Ltd. They have been professional and very supportive. My future pension is in very good hands.”

“Always great service. I have used Carl Summers Financial Services for 16 years now mainly for insurance policies and mortgages. Carl helped myself and my family deal with insurers when I was critically ill in 2023 and had had very good results. I would not go anywhere else.”

“I have had great service from Slater Fincancial, from start to finish Dave Hawley was very professional and he made the whole process so easy.”

“Tom was recommended to me by my accountant. In turn, I can highly recommend him to you. I contacted Tom when time to get our new mortgage deal was tight. He was calm and clear in his approach and incredibly responsive throughout the process. Everything was sorted on time and was stress free. Thx Tom!!”

“Nicola was so helpful when I had my mortgage and she got me a great deal , very efficient and quick So when I wanted advice on a pension i decided to used Nicola again, she was great as expected, explained everything clearly and got me the ideal pension I was looking after asking me what I wanted, would highly recommend Nicola at Minerva Financial Solutions”

“I have no hesitation in recommending Lifewing Consultants. Very helpful, informative and always provide information in a clear and concise way.”

“Excellent service from Martin Field, Abacus Associates Stafford. The consultation was thorough, explaining my options, reassuring me on the concerns I had and signposted me to other services which could be helpful to me. Extremely helpful, Great Service, Will use them again if needed.”

“We have been with this firm for more than 10 years. In that time we have had excellent support and expert advice from Mark Loren in relation to our investments portfolio and inheritance issues. We have the highest regard and trust in Mark and his staff.”

“I really had no idea when it came to personal pensions, other than i knew i needed one, Ian and Sara @ All Counties were brilliant, explained everything and helped me make the right choices, I can highly recommend these guys if you are looking for help.”

“Friendly confidant and smiley always”

“Karl Wood is the man to go to for all your financial needs!..Service with a smile”

“Well looked after by our financial advisor”