We are experienced Financial Advisers based in in Stoke On Trent offering pension, investment and retirement advice,

At Trent River Capital, we offer impartial and proactive advice to our customers. Our passion is helping you make wise and informed choices with your money. We can answer any questions you have and meet with you regularly to show how well your portfolio is doing, as well as making any necessary adjustments. We really do offer a full package of financial services. Call us today to see how we can help to make your money work for you.

Our services include Wealth Management, Financial Planning and help with Financial Transactions so any financial issues whether you are preparing for your future or looking forward to an early retirement we are available to help you with the help and advice you need!

We have an expert, specialised 6 stage process where we gather all of the necessary background information and carry out any required research for you. This enables us to present you with the very best ideas and possibilities. To find out more about us and the services we provide please don't hesitate to contact us.

Serviced Areas

  • Stoke On Trent Staffordshire Cheshire

Contact Details

  Website
  City Stoke-on-Trent
  Postcode ST4 1DB
  Address 121 Church Street
  Phone Number 01782 846955

Products & Services

Protection

The correct policy and appropriate level of cover is vital when it comes to protecting you and your family. We are able to advise on all aspects of life assurance to ensure that liabilities and loved ones are properly catered for should the worst happen. We will advise on the best types of policy and whether or not it should be set up in trust. We will further ensure that all policies remain competitive and relevant by regulary reviewing the contracts in line with your changing situation and circumstances.


Retirement

Retirement planning for many today is rarely an all-or- nothing decision and taking professional financial advice is very important, one day you are collecting a salary and the next your pension. You may have existing pension plans in place, such as a company pension or personal pension plans. Perhaps you're just starting to save, are approaching retirement or have already retired. Whatever position you are in understanding how to build up enough retirement savings and how pensions work should help you achieve your future goals. Retirement may seem some way off, but in financial terms delaying the planning process could have a considerable effect on your future standard of living.


Investment

Making sense of your planning objectives and finances requires more time and effort in today's constantly fluctuating economic environment. Our ongoing approach to wealth management and financial planning we offer, help you plan and achieve your financial and lifestyle objectives, in the most tax-efficient way, within your desired timescale with the appropriate amount of acceptable risk. We provide expert financial and wealth management advice with a dedicated approach to our client service and financial solutions tailored to your specific needs. There is no substitute for personal advice. Wealth isn't just about your needs, it's about your aspirations and values too. We provide wealth structures that will protect your estate, now and for the future.

  • I would recommend this business

I decided to use this firm to sort out my various pensions as I had no clue as to how they worked and if I could even retire at 65 the adviser explained my options very clearly and made sure I understood how it would all work.
I would definitely recommend them if you are retiring soon.

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Overall ratingExcellent

  • I would recommend this business

Received very good advice from this company with three pensions that I had no idea with would recommend to others who need specialist advice

Value for money
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Overall ratingExcellent

  • I would recommend this business

Very happy with the advice given straight forward talking advisor no fancy language. I also felt safe at the offices the place was very clean and I was asked to use the sanitisers and was asked prior to my visit if I had any symptoms overall would recommend.

Value for money
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Overall ratingExcellent

  • I would recommend this business

Very pleased with service provided by Mr Hopkins and his staff nothing was to much trouble

Would recommend to other people who are retiring or lost track of their pensions

Value for money
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Overall ratingExcellent

  • I would recommend this business
  • Explained everything throughout and charged a reasonable fee
  • none

So pleased I chose this company to sort out my poor performing pensions they explained everything in great detail and listened to my requests applied a very reasonable charge

Very Happy pleased with the result

Value for money
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Overall ratingExcellent

  • I would recommend this business
  • Explained everything well
  • none

My pension provider recommended that I take advice before I retired so as you do I started by using the internet to research local financial advisers.
Trent River Capital stood out as perhaps the firm to use I called them up and had an appointment booked straightaway the adviser I spoke to was very knowledgeable and answered all my questions to my satisfaction I did try two other firms but they seemed a bit pushy and wanted an upfront fee just for a meeting which I did not like.

I would recommend this firm to others in a similar position to me.

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Overall ratingExcellent

  • None
  • Easy to deal with everything straight forward

I decided to plan my retirement later in the year and needed a Financial adviser I chose Rod and his company Trent River mainly because of his reviews and the fact he had been advising for over 30 years his fees were reasonable and he was easy to talk too ,he was a good listener and his experience was apparent his children work in his firm and I like the fact its a family run business.

I have also recommended him to my work colleagues when they need advice on retirement as I am confident he will look after them just as well

Value for money
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Overall ratingExcellent

  • I would recommend this business
  • Reliable and Trustworthy

Rod has managed my investments since 1992 when I retired from Royal Doulton in Burslem he has contacted me regularly and continued to make my funds grow I would recommend him to do the same for you.

Value for money
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Overall ratingExcellent

  • I would recommend this business
  • Easy to understand
  • None

I had three pensions of which I needed to obtain advice I contacted Trent River Capital who offered to see me without cost and to explain my options they went through things at my own pace and explained before I committed the costs to do the work

I have been very satisfied overall and would definitely recommend to others

Value for money
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Overall ratingExcellent

  • I would recommend this business

I highly recommend Roderick and his company Trent River Capital in Stoke town centre.

Having not much experience in the financial markets myself I feel confident that I have made the right decision by investing my money through his business. I can honestly say that I was impressed by his friendly and honest approach. The whole process was without any drama and I would recommend anyone that requires advice of a financial matter to use him.

Thank you

Value for money
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Overall ratingExcellent

  • I would recommend this business

After recently changing jobs I decided that it was time to get my numerous pensions in order rather than having them spread out. After discussions with Trent River they put a plan together for me explaining my options whilst answering my numerous questions.

Once we agreed on a way forward, they proceeded to professionally arrange this

Now everything is sorted and I'm happy that I made the right choice. I can't recommend them highly enough a very professional service indeed.

Value for money
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Overall ratingExcellent

Rod understood my concerns and needs very well.He is also very patient and reassuring and allowed me to go through the whole process at my own pace which I found very helpful and refreshing. I learnt a great deal about how to invest my savings for a better return and now feel much more prepared for the financial future.

Value for money
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Overall ratingExcellent

  • I would recommend this business
  • Polite And Professional Individual

Rod understood my concerns and needs very well and was very thorough. He is also very patient and allowed me to go through the whole process at my own pace which I found very reassuring helpful and refreshing. I learnt a great deal very quickly and now feel much more prepared for the financial future.

Value for money
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Overall ratingExcellent

Mr Hopkins was very knowledgeable in respect of the products available and particular to my circumstances, and was very exact when explaining the details of the advice applicable to my requirements. I am very happy with the overall service and the cost/charges involved.

Value for money
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Overall ratingExcellent

  • Punctual and Trustworthy

Rod explains financial complexities at our level of understanding. He always ensures that we have enough information to make good decisions about our finances. He has worked with us for over 10 years and has never let us down with his company’s offerings.

Value for money
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Overall ratingExcellent

  • I would recommend this business

Rod has provided me with all the financial advice I have needed over the last four years since my retirement with regards to my pensions I would have been considerably worse of today if I had not chosen him as my adviser I look forward to our relationship continuing and have peace of mind knowing he is taking care of us.

Value for money
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Overall ratingExcellent

Customer Testimonials

Rod is honest and straightforward, I have known him for many years and he has taken care of me well he has managed my money through many good and bad periods and if I’m ever concerned or have a question he is just a phone call away.


When my husband died Rod helped me sort out my financial affairs he structured my investments so I would pay less tax and have a suitable income to live off I have recommended him to others as he is a dedicated professional.


Rod was very efficient and polite. I'm elderly and he explained everything very thoroughly. I wouldn't hesitate to use his expertise again, he has involved my daughter in my financial affairs and she now doesn't have to worry if I need professional care later in my life with the arrangements Rod has made we are very happy.


Rod understood my concerns and needs very well and was very thorough. He is also very patient and allowed me to go through the whole process at my own pace which I found very reassuring helpful and refreshing. I learnt a great deal very quickly and now feel much more prepared for the financial future.


Roderick has been my adviser for 15 years I find him honest amd trustworthy and reliable he explains matters thorougly and his staff are also pleasant to deal with I would recommend him highly to others.

From Our Website

Decisions should not be based solely on the content of this website and individual advice should be sought first. The value of investments may go down as well as up, and you may not get back the amount invested. Levels of income from investments may fluctuate. Trent River Capital Ltd is authorised & regulated by the Financial Conduct Authority (FCA) under number 627974.


Almost all experts accept that asset classes behave differently depending on prevailing market conditions. For example, equities generally avail the greatest long-term return, but also give the bumpiest ride along the way. At the other end of the spectrum, cash investments give a reliable return each year but usually a lower overall gain is achieved over the long-term; and this return can be below inflation thus providing a loss in real terms. In order to provide a well-balanced portfolio, investment across a range of asset classes is essential.


It's best to start investing as soon as you can, even if it's just a small amount - once you've started, it becomes a habit. For a guide, simply think about the sort of income you'd like alongside your state pension - how much will you need to live on? The benefit of a pension is that, thanks to tax relief on your contributions, it's one of the most efficient ways to invest for your retirement. Whether you're new to pensions and looking into investing, or whether your retirement is just a few years away and you want financial advice, we can offer the right help for you to make the most of your money now and in the future.


Contact the team today for a free initial consultation. Here at Trent River Capital Ltd we passionately believe that finding cost effective solutions to your retirement planning and financial objectives is paramount. We recognise that our clients have different financial needs and objectives and as such we appreciate that one size does not fit all. We will gather all the necessary background information in order to best understand both your current arrangements and your ongoing objectives. We will provide you with reports, financial health-checks and forecasts to ensure our service matches your requirements.