Financial Advisers in Stratford-upon-Avon
Riverbank, Stratford-upon-Avon
We’re financial advisers in Stratford-upon-Avon, Warwickshire, offering Financial Planning and Investment Management tailored to your life, your goals, and your future. As part of the Amber River Midlands team, our independent financial planners support individuals and families across Stratford-upon-Avon and the surrounding area.
Whether you’re planning for retirement, building your investments, or managing your estate, we’re here to help you feel confident and in control of your financial future. Our people, our processes, and our purpose are all built around you – with fully independent, FCA-regulated advice that adapts as your life evolves.
At Amber River, we believe financial advice should be as personal as your goals.
That’s why we focus on building long-term relationships based on trust, clarity, and shared direction – helping you make informed financial decisions with confidence.
We listen first, understand what matters most to you, and then shape a bespoke financial plan around your needs – not around products or providers. Because financial planning isn’t just about wealth – it’s about protecting what matters, creating peace of mind, and making the future feel more certain.
We’re Amber River – and we go beyond financial advice.
This is Life Landscaping®.
Book a call with one of our specialists – at a time that suits you.
There’s no cost to you, and no obligation.
Book a free call with one of our specialists – at a time that suits you.
Choose a time that works for you and get straightforward advice with no obligation.
Why Choose Our Stratford-upon-Avon Financial Advisers?
Our financial advisers offer bespoke solutions to help you achieve financial security. Whether you’re looking for investment advice or expert pension planning, we provide trusted, professional support.
- FCA-Regulated & Independent – Professional, impartial advice with your interests at the core
- Experienced Local Team – Knowledgeable financial planners based in the West Midlands
- Personalised, Long-Term Approach – Advice that evolves with you through every life stage
- Accessible Support – In-person or virtual meetings, tailored to your preferences
- Complete Financial Planning – Pensions, investments, inheritance planning, and more
- Free Initial Consultation – A no-pressure first meeting to explore how we can help
- Ongoing Partnership – A trusted adviser for your financial journey
Meet Our Stratford-upon-Avon Financial Advisers
Here are just some of the faces and stories behind our Stratford-upon-Avon financial advisers.
Managing Director
Chartered Financial Planner
Operations Director
Director, Financial Planner
Director, Financial Planner
Finance Director
Director, Chartered Financial Planner
Financial Planner
Financial Planner
Chartered Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Director
Chartered Financial Planner
Why clients in Stratford-upon-Avon trust us
We’re proud of the relationships we’ve built and the trust we’ve earned – by being transparent, listening carefully, and delivering advice that’s genuinely tailored to each client.
Financial Advice We Offer
Our advisers offer personalised financial planning support, designed around your goals, values, and ambitions. Whether you’re just getting started or planning for retirement, we’ll work closely with you to build a clear, confident financial roadmap.
Pension & Retirement Planning
- Maximising pension savings
- Pension drawdown & annuity guidance
- Sustainable retirement income strategies
IHT & Estate Planning
- Inheritance tax strategies
- Trusts & long-term wealth protection
- Passing assets efficiently to the next generation
Investment & Wealth Management
- Creating tax-efficient investment portfolios
- ISAs, stocks & shares, and ethical investments
- Risk-managed investment solutions
Mortgage & Protection Advice
- Life insurance & income protection
- Equity release & later-life financial planning
- Mortgage & remortgage advice
Looking for advice today?
Take control of your financial future with guidance from our trusted Stratford-upon-Avon-based independent financial advisers. Whether you need pension planning, investment advice, or mortgage support, we’re here to help.
✅ Free initial consultation – no obligation
✅ Local & FCA-regulated financial experts
✅ Bespoke advice tailored to your goals
Fill out the form and one of our advisers will call you back at your preferred time.
Prefer to speak now? Call us on 0121 759 0330
Speak to a financial adviser in Stratford-upon-Avon today, simply leave your details and we’ll be in touch.
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FAQs
Got Questions About Financial Planning? We’ve Got the Answers
How much does financial advice cost?
Our pricing is clear and transparent, with no hidden fees. We agree all costs upfront, and only work with clients where we can deliver meaningful long-term value.
What does an independent financial adviser (IFA) do?
An IFA provides advice across the whole market, meaning your financial plan is based on what’s best for you – not what’s tied to a specific provider or product.
How do I find a trusted financial adviser in Stratford-upon-Avon?
Start by looking for FCA-authorised advisers with proven local experience. Our Stratford-upon-Avon team offers a free, no-obligation consultation to help you decide if we’re the right fit. Use our ‘Find an Adviser’ tool to get started.
What services do your Stratford-upon-Avon advisers offer?
We provide fully independent advice on pensions, retirement planning, investments, estate planning, mortgages, and protection – always shaped around your needs.
Do you offer investment advice in Stratford-upon-Avon?
Yes. Our advisers can help you build a risk-adjusted investment strategy using ISAs, sustainable funds, and long-term portfolio planning tailored to your goals.
Are your Stratford-upon-Avon advisers FCA-regulated?
Yes. All our advisers are authorised by the Financial Conduct Authority (FCA), giving you the reassurance of professional standards and consumer protection.
Can I get a free consultation in Stratford-upon-Avon?
Absolutely. We offer a free, no-pressure first meeting – either in person or online – to talk through your situation and how we can help.
Do you provide remote financial advice in Stratford-upon-Avon?
Yes. We offer secure remote advice via video, phone, and online tools – ideal for busy clients or those who prefer to plan from home.
Do you serve areas beyond Stratford-upon-Avon?
Yes. Our team supports clients in Leamington Spa, Solihull, Warwick, Coventry, and across the wider West Midlands and Warwickshire region.
Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF). Read more here
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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