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.
Served areas
- Stoke On Trent Staffordshire Cheshire
Business details
- Licensed
- Insured
Payment methods
- Debit cards
- Credit cards
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Services
Protection
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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
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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
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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.
Reviews (31)
Paul Seabridge
Sep 06, 2022
Since around 2006, I've entrusted Trent River with managing my personal pension fund. They've navigated investments through major pension fund providers, and despite market fluctuations, the fund has seen reasonable growth. I've confidently recommended Trent River to others, who, I hope, have benefited from their advice. In today's uncertain world, finding a stable and trustworthy advisor is rare, but Trent River fits the bill. While their advice comes at a cost, the profits thus far have more than justified it.
Dave Wright
Apr 06, 2021
Peter Ball
Mar 02, 2021
Mandy Jackson
Nov 23, 2020
Stephen Cartwright
Nov 17, 2020
Graham
Feb 26, 2020
Janet
Aug 20, 2019
Clive Harrison
Jun 19, 2019
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.
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.
Jim Mayer
Jun 13, 2019
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
Jim Mayer
May 30, 2019
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
Clive Harrison
May 10, 2019
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.
Patricia D
May 06, 2019
Ian
Apr 28, 2019
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
I have been very satisfied overall and would definitely recommend to others
Sharon Walker
Feb 08, 2019
I highly recommend Roderick and his company Trent River Capital in Stoke town centre. Having not much experience in the financial markets I feel very confident that I have made the correct decision by investing my money through his company. I can honestly say that I was impressed by his honesty and friendly manner. The process of taking his advice was without any drama and I would recommend him to anyone that requires advice of a financial matter. Thank you
Sharon W.
Nov 03, 2018
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
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
Sue Bloor
Oct 19, 2018
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.
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.
Betty Allen
Jun 22, 2018
David Machin
Mar 26, 2018
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.
Micheal Bailey
Mar 24, 2018
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.
Wendy Beech
Feb 09, 2018
David Machin
Jan 11, 2018
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.
Mandy Dowling
Dec 28, 2017
David
Sep 25, 2017
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.
Derek Charlesworth
Sep 22, 2017
Margaret Bailey
Aug 19, 2017
Jeremy Hunt
Aug 18, 2017
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.
Sarah Matheson
David Hitchins
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.
Betty Barlow
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.
Jean Lovatt
Arthur Kershaw