Welcome to Stocks & Co Financial Planning, your trusted partner in navigating all things financial.
Advice focused on helping you achieve your financial goals, whether it's growing your investment portfolio, planning for retirement, or securing your financial future.
With our personalised strategies and expert advice, we ensure that every decision is tailored to your unique needs and aspirations. Let us help you make smart, informed financial decisions that propel you towards financial freedom.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Stocks & Co Financial Planning is not a business in it's own right, it is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Our Services
Pensions and Retirement
Plan for a secure and worry-free retirement with our comprehensive Pensions and Retirement service, tailored to meet your individual needs.
Learn MoreInvesting your Money
If you aim to accumulate funds for a particular objective or desire to enhance the value of your savings, we offer a systematic approach that incorporates professional guidance from our financial advisers. This process is designed to optimize your investments in accordance with your individual circumstances and goals.
Learn MoreEstate Planning
We focus on comprehensive estate planning to help you ensure that a substantial share of your estate is allocated to your beneficiaries or preferred charitable causes.
Learn MoreMortgages
Whether you are a first-time homebuyer, self-employed, or considering remortgaging, we are committed to helping you secure the mortgage that best fits your needs.
Learn MoreProtection
We reflect on the potential "what ifs" in life and their possible effects on you and your family.
Learn MoreThe value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Team
Ben utilises his extensive experience and industry knowledge in his role as financial adviser, contributing to both the business and our clients growth and success.
Lois plays a crucial role in managing our social media accounts, creating engaging content, and overseeing social media campaigns to increase brand visibility and engagement.
Marty takes on the responsibility of being the feline liaison, bridging communication between the team and our furry companions, ensuring their needs are met and their voices are heard.
Testimonials
Being a part of The Openwork Partnership gives our clients great choice, superb value-for-money and access to recognised brands and world-famous investment managers.
Contact
- Derby, UK
- Mon-Fri - 08:00-19:00