About Us
A helping hand at every stage of your financial journey
At Stocks Financial Management, we are a friendly team of financial experts with years of experience helping people make confident decisions about their money.
As independent advisers, we are not tied to any provider – which means our advice is always unbiased and focused entirely on what is most suitable for you.
Fully regulated by the Financial Conduct Authority (FCA), we design strategies tailored to your personal goals and circumstances. Whether you are planning for retirement, buying your first home or protecting your family, we are here for you at every stage in life.
Local roots, wider reach
While our office is based in Uppingham, Rutland, we are proud to serve the surrounding communities and beyond.
Many clients value the reassurance of sitting down face-to-face with someone they trust. But if you would rather connect by phone, video, or email, we will always work in the way that suits you best.
Our approach
3 steps to your success
We believe financial advice should feel straightforward, not overwhelming.
That is why we cut through the jargon, keep things clear, and always take the time to listen to what really matters to you. After all, everyone’s circumstances are unique, so your financial plans should be too.
1. Initial meeting
We start by investing time in you. This first meeting helps us understand your history, priorities, and goals. We will answer any questions and set the foundations for advice shaped around your circumstances.
2. Research and recommendations
As independent advisers, we search the whole market to find the appropriate strategies and solutions. You will then receive a detailed, personalised report written in plain English, and we will go through it together, so you have complete clarity and confidence before making any decisions.
3. Implementation and ongoing review
Once you are happy, we will set everything in motion. We will keep you updated at each stage and provide regular reviews to make sure your plans stay on track as life changes.
Ready to plan your future?
Come in for a chat or get in touch in a way that is convenient for you.
You will find us right in the heart of Uppingham, in the beautiful county of Rutland. We welcome clients from across the surrounding areas – including Stamford, Peterborough, Bourne, The Deepings – and further afield.
