Giliker Flynn Independent Wealth

Pension Advice Stoke on Trent

Pension Advice

Are you saving for retirement? Reviewing an existing pension or retirement plan? If so, we can provide expert pension advice in Stoke on Trent that is tailored to your needs
Retirement Advice Stoke on Trent

Retirement Advice

With lots of retirement options now available to you from the age of 55, we can provide you with impartial financial advice in Stoke on Trent to help you to make the best choice for you.
Financial Advisors Stoke on Trent

Savings & Investments

With interest rates at an all time low, why not consider the other options available to you? If you have £30,000+ to invest, call today for a free consultation & expert financial advice.
wealthy couple signing mortgage papers

Inheritance & Wealth planning

With home values now pushing a lot of people over the IHT threshold, more people than ever require advice with looking after their assets and mitigating death taxes.

More About Us

A Chartered Firm with a Team of qualified professionals

We are a Chartered Financial Planning firm but what does this actually mean?

Symbolises professional excellence

Demonstrates high standards of learning with specialist knowledge that is Master’s degree or equivalent.

Commitment to professional behaviour

As a business we pursue higher standards of knowledge and technical competence for our staff. Our company focus’s on ethical behaviour and professional conduct whilst providing a high quality of service and support. Qualifications have always been key in our development and we are proud to continue this trend to ensure that clients can be confident that they are dealing with a highly professional firm who treats each client and their needs individually.

Both Frances and Christopher are fully regulated by the Financial Conduct Authority. We are also members of the Chartered Insurance Institute and Personal Finance Society, The London Institute of Banking and Finance, and our  Advisers hold a Statement of Professional Standing. Our Advisers are level 4 and 6 standard. Our financial Advisers in Newcastle under Lyme carry out regular training and exams to ensure that they are up to date with both regulatory news and legislation.

As a Chartered Firm you can be assured that we operate by a certain Code of Ethics. This means that we abide by following rules and company ethos:

  • Our advice is always compliant with up to date legislation and regulations
  • We always aim to act with the highest ethical standards and integrity
  • We always act with YOUR best interests at heart
  • Here at Giliker Flynn, we strive to provide the highest standard of service
  • Everybody is treated fairly and not discriminated against

 

Meet the Team