Who we are
Giliker Flynn Independent Wealth is a chartered financial planning firm based in Newcastle under Lyme, Staffordshire. We have over 15 years of experience in providing holistic financial advice and wealth management services to individuals and families in Stoke on Trent, Newcastle-under-Lyme, and the surrounding areas.
Our vision
To empower our clients to achieve financial security and make informed financial decisions through tailored, personal advice. We believe everyone deserves access to high-quality financial planning, regardless of their background or financial situation.
Our values
- Integrity: We act with honesty, transparency, and ethical conduct in all our interactions.
- Professionalism: We leverage our expertise and qualifications to provide comprehensive and personalized financial guidance.
- Client-centricity: We prioritize your needs and goals, building lasting relationships with our clients.
- Transparency: We provide clear and concise explanations of your financial situation and recommended strategies.
- Sustainability: We consider the long-term impact of our advice, ensuring it aligns with your values and aspirations.
Our services
We offer a comprehensive range of services covering all aspects of financial planning, including:
Pension Advice
- Reviewing and optimizing your existing pensions
- Guiding you through state pension options and entitlements
- Providing expert advice on final salary protection schemes
Savings & Investment Advice
- Creating a personalized savings and investment plan tailored to your goals and risk tolerance
- Reviewing your portfolio performance and making necessary adjustments
- Guiding you through complex financial products like ISAs and SIPPs
Equity Release Advice
- Explore options to release equity from your property without selling
- Access a reliable source of additional income to fund your retirement or other financial goals
Our team
Our team of experienced and qualified Financial Advisers are highly skilled in navigating the complexities of the financial landscape. We hold relevant qualifications and memberships in respected financial bodies, ensuring you receive the highest quality of advice.
Get started
If you're seeking personalized, independent financial guidance from a trusted advisor, contact Giliker Flynn Independent Wealth today. We would be happy to schedule a complimentary consultation and discuss your financial goals with you.
Exceptional Service and Expertise
The reviewers have consistently praised the exceptional service and expertise provided by Giliker Flynn. They have highlighted the firm's professionalism, approachability, and reliability in handling their financial affairs.
Communication and Transparency
The reviewers have appreciated the clear and concise communication style of the advisors at Giliker Flynn. They have been kept informed throughout the process and have received timely updates on their financial plans. The advisors have taken the time to explain complex financial concepts in a way that is easy to understand.
Trust and Confidence
The reviewers have expressed their trust and confidence in Giliker Flynn, citing the firm's honesty, integrity, and commitment to delivering sound financial advice. Many reviewers have stated that they would highly recommend Giliker Flynn to anyone seeking financial guidance.
Personalized Approach
The reviewers have appreciated the personalized approach taken by the advisors at Giliker Flynn. The advisors have taken the time to understand their individual goals and circumstances, providing tailored advice that meets their specific needs.
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