Stocks Financial Management LtdFinancial AdvisorsUpdated on Aug 3, 2026 View more like this | Visit United Kingdom, UN | Contact Stocks Financial Management Ltd |

Description:
Stocks Financial Management is an independent firm of financial advisers in the heart of Uppingham, Rutland. We give whole-of-market advice to clients across Stamford, Peterborough, Bourne, the Deepings and further afield. Because we are not tied to any single provider, we are free to search the whole market for solutions that genuinely fit your goals. We cover investment planning, retirement planning, mortgages, equity release, protection planning, and tax and trusts. Our approach is personal and free of jargon: we listen to what matters to you, explain the options in plain terms, and build a practical plan around your life. Come in for a chat, or get in touch however suits you. Call 01572 729742.
List of Services:
mortgage/equity release advice
SIPP advice
investment planning
tax and trusts
private health insurance advice
Number of Employees:
3
Payment Method:
Invoice, Visa, Mastercard, American Express, Cash, Personal Check
Business Hours:
Mon: 09:00 - 17:00
Tue: 09:00 - 17:00
Wed: 09:00 - 17:00
Thu: 09:00 - 17:00
Fri: 09:00 - 17:00
Sat: Closed
Sun: Closed
For more information, please contact us with the details below:
Contact Telephone:
01572 729742
Contact Email:
[email protected]
Stocks Financial Management is an independent firm of financial advisers in the heart of Uppingham, Rutland. We give whole-of-market advice to clients across Stamford, Peterborough, Bourne, the Deepings and further afield. Because we are not tied to any single provider, we are free to search the whole market for solutions that genuinely fit your goals. We cover investment planning, retirement planning, mortgages, equity release, protection planning, and tax and trusts. Our approach is personal and free of jargon: we listen to what matters to you, explain the options in plain terms, and build a practical plan around your life. Come in for a chat, or get in touch however suits you. Call 01572 729742.
List of Services:
mortgage/equity release advice
SIPP advice
investment planning
tax and trusts
private health insurance advice
Number of Employees:
3
Payment Method:
Invoice, Visa, Mastercard, American Express, Cash, Personal Check
Business Hours:
Mon: 09:00 - 17:00
Tue: 09:00 - 17:00
Wed: 09:00 - 17:00
Thu: 09:00 - 17:00
Fri: 09:00 - 17:00
Sat: Closed
Sun: Closed
For more information, please contact us with the details below:
Contact Telephone:
01572 729742
Contact Email:
[email protected]
Stocks Financial Management Ltd
35 High Street East, Uppingham Oakham, Rutland LE15 9PZ