Directory overview
- 51 Total businesses
- 3.1 Average rating
- 69% With reviews
- 61% With photos
51 results found
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.
“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.”
“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.”
“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”
“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.”
“Really good company, Helen was really helpful and informative. Would recommend them to anyone”
“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”
“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.”
“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.”
“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.”
“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”
“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”
“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”
“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!”