We're here to help you enjoy the quality time you've worked so hard to save for, offering independent, chartered retirement and pension advice in Newcastle-under-Lyme and Stoke-on-Trent.
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Chartered financial planning from independent experts for savings, retirement, and beyond
Secure your savings and maximise your income in retirement
Clear guidance to help you enjoy life now, whilst planning for the future
Independent and impartial advice to help grow your money wisely
Ensure your assets are protected for the people you love
Protect and maximise your workplace pensions before you retire
No hidden extras. Know exactly how our expert guidance is priced from the get-go
We pride ourselves on helping clients who are approaching retirement make well-informed financial decisions about their futures.
Our independent wealth management firm was set up in January 2015 by financial advisers (and husband and wife team) Frances Giliker and Chris Flynn.
Expertise built over decades across our growing team allows our chartered firm of independent financial advisers to give you the clear, personalised pension advice you need — no jargon, no pressure.
We believe your finances shouldn't feel opaque. Call us anytime to feel confident, clear and in control of your retirement and savings.
Meet the local independent financial advisers who'll guide you through your options
Founder, Chartered Independent Financial Adviser, Newcastle-under-Lyme
15+ years of financial expertiseTechnical advice expertWhen not crunching numbers or having fun with my family and dog Percy, I’m at dance class or beating Chris at Padel!
Founder, Independent Financial Adviser, Newcastle-under-Lyme
15+ years of financial expertiseClient advice and business management expertI’m an ex-footballer who saw sense and now loves financial services, as well as looking after my two little girls
Real Google reviews from people we've helped
today
“We went for our annual review yesterday, we met a lovely lady named Charlotte Woodward who took us through our investments and guided us through what could be expected over the next twelve months... this company came highly recommended to us by a relative and we can say for sure that we have not been disappointed”
1 month ago
“Always treated as a valued customer, information is explained in as much detail as required. I've been with this company for years and have always been very happy.”
1 month ago
“We found it difficult to know who to choose when looking for advice for our pensions, but we are so pleased with the choice we made. We would recommend them without hesitation.”
