Financial advisers in Newcastle-under-Lyme

Our Newcastle-under-Lyme-based IFAs provide a range of financial planning and advice services, including investments, pensions and tax planning.

The old Newcastle under Lyme canal by Marcus Ward

Our Midlands Office

Amber River Midlands

Our Midlands team includes IFAs and Chartered Financial Planners who look after clients across the Midlands and beyond.

Meet the team

15 Frederick Road, Edgbaston, Birmingham, West Midlands, United Kingdom, B15 1JD

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Call and speak to one of our team, to arrange an appointment or find out more

HomeLocations › Financial advisers in Newcastle-under-Lyme

Our nation-wide team includes financial planners serving the Newcastle-under-Lyme area. They are passionate about helping people, just like you, manage their money more effectively.

Newcastle-under-Lyme takes its name from the castle built in 1145 by Ranulf de Gernons, 4th earl of Chester. It’s an attractive Staffordshire market town, with plenty for visitors to do. Theatre lovers should visit the New Vic Theatre, a purpose-built theatre-in-the-round, one of only 11 of its kind in the UK. There’s a monthly artisan market in the town centre and, if you want to step back in time, you could hop on the steam locomotive of the Apedale Valley Light Railway or walk down the amazing Victorian street within the Brampton Museum.

Amber River has a highly qualified team of independent financial advisers in Newcastle-under-Lyme. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Newcastle-under-Lyme Financial Advisers

Here are some of the faces and stories behind our financial advisers serving Newcastle-under-Lyme.

Steve Elliott Financial Planner
Steve Elliott

Director, Financial Planner

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Peter M Jarvis

Director, Chartered Financial Planner

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Chartered Financial Planner
Tim Forsyth

Chartered Financial Planner

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Matthew Lendon

Financial Planner

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Ian Shrimplin
Ian Shrimplin

Financial Planner

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Ben Siddons
Ben Siddons

Financial Planner

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Kelly Russell Financial Planner
Kelly Russell

Financial Planner

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Andrew Lowe
Andrew Lowe

Financial Planner

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Matthew Holyhead
Matthew Hollyhead

Chartered Financial Planner

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Dan Baylie Financial Planner
Dan Baylie

Director, Financial Planner

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Simon Redhead Managing Director
Simon Redhead

Managing Director

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Ian MacVarish Financial Planner
Ian MacVarish

Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

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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