Financial advice in Stoke-on-Trent

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Preserved bottle kilns in Hanley, Stoke-on-Trent — Stoke-on-Trent

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What would you like help with?

Retirement & pensions

Compare advisers who regularly work with retirement planning, pensions and retirement income.

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Inheritance & family wealth

Find help when inherited money or family wealth creates more complex decisions.

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Investments

Compare service models, minimum asset levels and ongoing costs before choosing.

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Business owners

Find advisers whose client base includes founders and owner-managed businesses.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Stoke-on-Trent

Stoke-on-Trent serves a large Staffordshire advice market, with nearby Newcastle-under-Lyme and Cheshire widening the local pool.

Stoke-on-Trent, Newcastle-under-Lyme and surrounding Staffordshire can form one practical face-to-face advice market.

What to compare before choosing

Stoke-on-Trent in context

The local-authority figures cover the Stoke-on-Trent council area. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 17.1%

Stoke-on-Trent · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 12.6%

Stoke-on-Trent · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £148,799

Stoke-on-Trent · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Stoke-on-Trent

How do I choose a financial adviser in Stoke-on-Trent?

Start with the advice problem, then compare regulation, specialist experience, typical clients, minimum assets, service style and fees. Location should improve convenience rather than decide the whole match.

Should I only consider advisers based in Stoke-on-Trent?

Not necessarily. Nearby towns and remote advisers can widen specialist choice while still giving you a practical service model.

How much does a financial adviser in Stoke-on-Trent cost?

There is no single local tariff. Ask for the actual initial and ongoing cost in pounds, whether percentage fees are tiered or capped, and what other charges apply.

Can I find specialist retirement or business-owner advice in Stoke-on-Trent?

Use our specialist guides to prepare your questions. Explain the retirement or business decision you need help with, then ask prospective advisers about relevant experience, fees and meeting arrangements.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

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Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Stoke-on-Trent council area. Each figure shows the period it covers.

Population: 272,282
Residents aged 65 or over: 17.1%
Self-employed share of people in work: 12.6%
Average house price: £148,799
Disposable income per person: £17,925
Median weekly pay before tax: £577.60
Selected company registrations: 113
Wider-area company registrations: 215

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

Employment in Stoke-on-Trent is summarised by the 2021 Census as follows: Wholesale and retail trade; repair of motor vehicles and motorcycles accounts for 20.3% of employment, 5.3 percentage points above the England benchmark. Manufacturing accounts for 9.9% of employment, 2.6 percentage points above the England benchmark. Human health and social work activities accounts for 17.5% of employment, 2.9 percentage points above the England benchmark. Among the three sectors shown, Wholesale and retail trade; repair of motor vehicles and motorcycles is 10.4 percentage points higher than Manufacturing. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

12.6% of people in work are self-employed, while the England comparison rate is 16.9%. The published average house price was £148,799 in June 2026. Gross disposable household income per head was £17,925 in 2024. Gross median weekly pay was £577.6 in 2025. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

The population figures shown on this page cover the Stoke-on-Trent local authority area. The Office for National Statistics (ONS) estimates 272,282 residents, of whom 17.1% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Stoke-on-Trent total.

Stoke-on-Trent is mapped to 113 active Companies House registrations in the selected business categories; the Stoke-on-Trent travel-to-work area contains 215. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Stoke-on-Trent. Photograph by Roger D Kidd. CC BY-SA 2.0.