Financial Planning

With our FINANCIAL PLANNING proposition you get the following services


Reviews & Contact


Initial review of your personal circumstances at our office


Yearly update & financial review


Interim email contact


Telephone messages responded to personally by your appointed adviser


Investment Strategy 


Individual risk profiling & risk reward analysis


Design of a suitable asset allocation


Design & construction of bespoke portfolio


Annual portfolio review & rebalance if required


Wrap / platform provider Valuations 


Annual valuation statement from investment provider


Annual valuations provided with review· Portfolio Valuations on request 


24 hour on line valuations via personalised client access (if available)


Taxation & Trust Planning 


Advice on arranging assets in the most tax efficient manner


Specialist advice in conjunction with your accountant 


IHT advice· CGT advice Additional services for financial planning Clients


Tax Planning and Trusts are not regulated by the Financial Conduct Authority

Retirement advice stoke on trent

Pension advice stoke on trent

Investment advice stoke on trent

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Decisions should not be based solely on the content of this website and individual advice should be sought first.

Regulations,levels and bases of taxation are subject to change.

The content is aimed at UK residents or residents of MIFID countries.Tax Advice is not regulated by the Financial Conduct Authority.


Trent River Capital Limited is registered in England & Wales. Company number: 7073799.

Trent River Capital Ltd is authorised & regulated by the Financial Conduct Authority (FCA) under number 627974. You can check this on the Financial Services Register by visiting the website or by contacting the FCA at 25 the North Colonnade, Canary Wharf, London.E14 5HS or telephone 0800 111 6768