Welcome to Stocks & Co Financial Planning, your trusted partner in navigating a wide range of financial needs. 

Advice focused on helping you achieve your financial goals, whether it's growing your investment portfolio, planning for retirement, or securing your financial future.

With our personalised strategies and expert advice, we ensure that every decision is tailored to your unique needs and aspirations. Let us help you make smart, informed financial decisions that propel you towards financial freedom.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Stocks & Co Financial Planning is not a business in it's own right, it is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Our Services

Pensions and Retirement

Plan for a secure and worry-free retirement with our comprehensive Pensions and Retirement service, tailored to meet your individual needs.

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Investing your Money

If you aim to accumulate funds for a particular objective or desire to enhance the value of your savings, we offer a systematic approach that incorporates professional guidance from our financial advisers. This process is designed to optimize your investments in accordance with your individual circumstances and goals.

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Estate Planning

We focus on comprehensive estate planning to help you ensure that a substantial share of your estate is allocated to your beneficiaries or preferred charitable causes.

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Mortgages

Whether you are a first-time homebuyer, self-employed, or considering remortgaging, we are committed to helping you secure the mortgage that best fits your needs.

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Protection

We reflect on the potential "what ifs" in life and their possible effects on you and your family.

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Team

Ben utilises his extensive experience and industry knowledge in his role as financial adviser, contributing to both the business and our clients growth and success.

Ben
Financial Adviser

Zoe brings over 8 years experience in finance and more than a decade in the property industry. Her combined expertise enables her to provide clients with informed guidance and achieve the best possible outcomes when purchasing property

Zoe
Financial Adviser

Lois is the Office Manager at Stocks & Co Financial Planning, providing the operational leadership that keeps the team running smoothly and clients supported at every step. She oversees office administration, scheduling, and internal processes, helping ensure each interaction is efficient, organised, and professional. With a strong focus on service and attention to detail, Lois helps create a seamless experience from first enquiry through ongoing client care.

Lois
Office Manager

Testimonials

 

Ben’s been such a massive help to me and my husband. After being let down by another advisor, Ben was so quick to help us at very short notice, making the time to come and see us and get us sorted. He made everything so simple for us and took all our stress away. So happy to know we can rely on his help and advice from now on.

     
J Heginbotham
Google Review
 

Can’t rate Ben highly enough - honest advice that is tailored to your needs. Ben’s integrity and attention to detail made what can be a very confusing experience much more straightforward. Highly recommended and my go to for any advice on this subject.

     
D Wright
Google Review
 

I Highly recommend Ben - he is extremely helpful, responsive, and knowledgeable. He was able to explain things comprehensively and is dedicated to what he does – couldn’t ask for more!

     
S Oneill
Google Review
 
 
The Openwork Partnership
We are a part of The Openwork Partnership. One of the largest and longest-established networks of financial advisers in the UK. 

Being a part of The Openwork Partnership gives our clients great choice, superb value-for-money and access to recognised brands and world-famous investment managers.

Contact


 info@stocksand.co

  • 10 Havelock Street, Ilkeston, UK
  •  Mon-Fri - 08:00-19:00

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The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Stocks & Co Financial Planning is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Just Mortgages Direct Limited Registered Office: Colwyn House, Sheepen Place, Colchester, Essex, CO3 3LD. Registered in England No. 2412345 Approved by The Openwork Partnership on 02/05/2025.