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Browse financial planning in Stoke. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 51 results in Stoke. Average rating 3.1/5 based on 3,550 reviews & ratings.

Directory overview

  • 51 Total businesses
  • 3.1 Average rating
  • 69% With reviews
  • 61% With photos

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  1. 1
    Photo of Burfield Financial Planning - Suite 4 No 1, Royal Court, Gadbrook Park, Rudheath, Northwich CW9 7UT, UK

    Burfield Financial Planning

    ★★★★★ 4.9 Open

    “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.”

    Address: Suite 4 No 1, Royal Court, Gadbrook Park, Rudheath, Northwich CW9 7UT, UK
    Phone: +44 800 103 2500
    Website: burfieldfp.co.uk
  2. 2
    Photo of Retirement Planning Ltd - Christchurch House, Christchurch Way, Stone ST15 8ZB, UK

    Retirement Planning Ltd

    ★★★★★ 4.8 Open

    “After 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
  3. 3
    Photo of A-Plan Insurance - 8 High St, Shrewsbury SY1 1SP, UK

    A-Plan Insurance

    ★★★★☆ 4.3 Open

    “The person I spoke with was very polite and extremely helpful. He was easy to understand and was obviously not reading from a script. Would definitely recommend”

    Address: 8 High St, Shrewsbury SY1 1SP, UK
    Phone: +44 1743 455900
    Website: aplan.co.uk
  4. 4

    SWH Financial Planning

    ★★★★★ 5 Open

    “Fantastic service when dealing with our pension. Ensuring our needs for the future were met and exceeded. The team lead by Nick are always professional, prompt and do everything to ensure, we are happy with the service they provide.”

    Address: Queen St, Newcastle-under-Lyme, Newcastle ST5 1ED, UK
    Phone: +44 1782 667590
  1. 6
    Photo of Personal Financial Planning Ltd - Centaur House, Hope St, Sandbach CW11 1BA, UK

    Personal Financial Planning Ltd

    ★★★★★ 5 Open

    “Since my compensation settlement after suffering a TBI 12.5 years ago PFP have been providing me with financial support in regards to investments etc. And in all honesty I would not choose anyone else they have been Excellent. Making sure I make the right decisions with regards to my money. I would recommend them to anyone”

    Address: Centaur House, Hope St, Sandbach CW11 1BA, UK
    Phone: +44 1270 759786
  2. 8

    Steve Morris Financial Planning

    ★★★★★ 5 Open

    “I will condense my experience in the following way. Initially great care and patience were undertaken to understand my personal and financial circumstances and expectations. Then we discussed options for my future finances which were best suited. Steve took ownership of all the practical and personal concerns during the process and was always there to guide and support me. The end result is, I am in control of my investments and future income from those investments. From my dealings with Steve, I cannot recommend his service and support highly enough and will certainly contact him should a future need arise.”

    Address: Gensis Centre 18, Innovation Way, Stoke-on-Trent ST6 4BF, UK
    Phone: +44 1782 366072
  3. 10
    Photo of HF Wealth Planning Limited - Poynton House, Shropshire St, Market Drayton TF9 3DD, UK

    HF Wealth Planning Limited

    ★★★★★ 5 Open

    “We have been working with Ken on the recommendation of a family member. He has been brilliant - quick to respond, kind, and full of good advice. He has worked incredibly hard on our behalf and has not shied away from the difficult conversations. We would highly recommend his services.”

    Address: Poynton House, Shropshire St, Market Drayton TF9 3DD, UK
    Phone: +44 1630 658058
    Website: hfwealthplanning.co.uk
  1. 11
    Photo of LG Embrey Financial Planning - 3rd Floor, Morfe House, Belle Vue Rd., Shrewsbury SY3 7LU, UK

    LG Embrey Financial Planning

    ★★★★★ 5 Open

    “LG Embrey Financial Planning was recommended to me by my accountant. I had a few important questions regarding my NHS pension scheme and annual allowance.  They were highly professional and answer all of my questions. I had all my annual inputs, adjusted incomes,  carry forward allowances for the last five years calculated, explained and nicely presented within a few days. I would highly recommend them to everyone who needs assistance regarding his or her pension. Efficient, trustworthy and professional.”

    Address: 3rd Floor, Morfe House, Belle Vue Rd., Shrewsbury SY3 7LU, UK
    Phone: +44 1743 382002
    Website: lgembrey.co.uk
  2. 12
    Photo of Hays Travel Stoke Longton - Unit 55 The Strand, Longton Exchange, Stoke-on-Trent ST3 2NS, UK

    Hays Travel Stoke Longton

    ★★★★☆ 4.6 Open

    “Very very helpful ladies who helped us immensely when booking our holiday. Very knowledgable about the area to which we were travelling, even writing down several places they recommended to visit. Wouldn't hesitate to book with them again”

    Address: Unit 55 The Strand, Longton Exchange, Stoke-on-Trent ST3 2NS, UK
    Phone: +44 1782 692861
    Website: haystravel.co.uk
  3. 13

    Deaconsfield Financial Planning

    ★★★★☆ 4.6 Open

    “I've worked with Johnathon and Deaconsfield financial planning for over 20 years He Is very professional person that I've known, His office team are very Knowledgeable and friendly I would highly recommend deaconsfield services, All the best Johnathon for the future David”

    Address: 44 High St, Gnosall, Stafford ST20 0EX, UK
    Phone: +44 870 112 1462
  4. 14
    Photo of Xentum Financial Planning - Moss Wood, Seven Sisters Ln, Knutsford WA16 8TH, UK

    Xentum Financial Planning

    ★★★★☆ 4.5 Open

    “The advice and support I have had from Jamie Proctor has been outstanding. I’m not amazing when it comes to knowledge around finances, but I after speaking and working with Jamie, it has put my mind at ease that my money is in great hands. He explains everything in such a simplified fashion, so I can understand it all, which is different to anything I’ve ever experienced. Thanks Jamie”

    Address: Moss Wood, Seven Sisters Ln, Knutsford WA16 8TH, UK
    Phone: +44 161 546 7452
    Website: xentum.co.uk
  1. 30
    Photo of TUI Holiday Store - 23 Pride Hill, Shrewsbury SY1 1EX, UK

    TUI Holiday Store

    ★★★★★ 5 Open

    “Steph was super helpful, she was very organised, and made the booking process care free and super stress free. If we had any questions, she knew how to help straight away, highly recommend having steph if your booking your next trip! Thank you again!”

    Address: 23 Pride Hill, Shrewsbury SY1 1EX, UK
    Phone: +44 1743 232321
    Website: tui.co.uk