David Stock

David Stock & Co. Limited has been a pillar in the financial industry, serving the communities of Wales and the West since 1988. With a solid reputation as one of the leading mortgage advisers in the region, our company has been dedicated to providing top-notch financial advice and services to our clients. Our expertise spans across various financial fields, making us a one-stop-shop for all your financial needs. Our team of skilled professionals is committed to delivering personalised financial solutions tailored to your unique circumstances.

Our Services

As Independent Financial Advisers, we are authorised to source the most competitive mortgage deals from the whole market. Our ICQ Service enables us to find the best mortgage to suit your specific requirements, ensuring that our quotations cannot be beaten. Our outstanding service has earned us an excellent reputation as one of the best mortgage advisers you could find.

Our company offers a comprehensive range of financial services, including Mortgages, Pensions, Equity Release, and Tax/Investment Desks. Our Mortgage, Pensions, Equity Release, and Tax/Investment Desks are conveniently located in Newport and Magor, providing easy access to our clients.

The David Stock & Co. Limited Difference

At David Stock & Co. Limited, we take pride in our independence, which sets us apart from the competition. Our Whole of the Market approach ensures that we source deals from all lenders, providing our clients with a broad array of options. We invite you to put us to the test and experience the David Stock & Co. Limited difference for yourself.

Our commitment to providing free, no-obligation advice demonstrates our dedication to our clients' best interests. We encourage you to take advantage of our expert advice and discover the benefits of working with a team of professionals who have your best interests at heart.

Our Team

Our team of skilled professionals is dedicated to providing exceptional financial advice and services. Our team members are experts in their respective fields, ensuring that our clients receive the highest quality advice and services.

David Stock, our Director, is an Independent Financial Adviser who was born and raised in Newport, South Wales. His deep understanding of the local community, coupled with his commitment to personal consultations, has resulted in an impressive 80% referral rate for new clients.

Christopher D Stock, our Mortgage & Equity Release Specialist, joined the team after earning a 2:1 BSc (Hons) Degree in Music Technology with Management from Staffordshire University. His previous experience in retail and service industries, coupled with his expertise in mortgage advisory, has made him a valuable asset to our team.

Bill McIntosh, our Pensions Transfer Specialist, brings with him 30 years of experience with a major Pensions Provider. His expertise in Small Self Administered Schemes, Self Invested Plans, and Drawdown arrangements has made him an invaluable resource for our clients.

Martyn Reader, our Mortgage Advisor, joined the team in 1997 and quickly adapted to his role as an Independent Financial Advisor. His present position specialising in mortgage advice has made him a go-to person for our clients seeking mortgage advice.

Paul Morgan, our Pensions Transfer Specialist, has been a Financial Planner since 1998. His commitment to continually building on his clients' experience, working towards Chartered status, and acquiring the CFA Investment Management Certificate has made him an exceptional resource for our clients seeking pensions advice.

Our support staff, including Donna Davies, Rhiannon Badger, and Tiffany Verren, are dedicated to providing exceptional administrative support, ensuring that our clients receive the highest level of service.

Visit Us Today

Our website is designed to provide new and existing clients with an understanding of the financial services that we offer. We invite you to explore our website and learn more about our products and services. Our team of expert professionals is always available to discuss the best package for you.

Contact us today and discover the David Stock & Co. Limited difference for yourself.