Stocks & Co Financial Planning

29/05/2026

No two financial journeys are the same, so why settle for generic advice?

Whether you're buying a home, starting a family or planning your retirement, having a plan tailored to your specific goals makes all the difference.

A financial adviser works with you to create a personalised plan that brings your goals into focus, helping you stride into your financial future with confidence 🦸

Approved by The Openwork Partnership on 09/05/2025

Stocks & Co. Financial Planning is a trading name of Just Mortgages Direct Ltd, 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.

22/05/2026

08/05/2026

Financial advice means more than just planning. It’s having someone who understands your journey and helps you navigate it with confidence.

In times of uncertainty, the real benefit isn’t just expert guidance—it’s the reassurance that you’re not facing it alone.

💡 Secure your tomorrow with advice that puts you first.

Approved by The Openwork Partnership on 29/07/2025.

Stocks & Co. Financial Planning is a trading name of Just Mortgages Direct Ltd 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.

09/04/2026

We’re looking for ambitious individuals who are motivated to build a successful career as a Self-Employed Financial / Wealth Adviser with Stocks & Co.

This opportunity is ideal for people who are driven, professional and eager to develop within the financial services industry with full flexibility. You’ll benefit from leads and professional introductions to help you establish and grow client relationships.

For those currently working in mortgages and protection, we can also provide support to transition into wealth advice if this is something you’re looking to develop.

If you’d like to find out more about the opportunity and how we can help you achieve your professional goals, please get in touch.

[email protected]
01332 460343

01/04/2026

In later life, your needs change and your financial plan should support comfort, stability and peace of mind. It’s about feeling secure and knowing everything is in place.

What matters most at this stage?

💡 Plan for care and health changes: Making thoughtful decisions now can ease pressure later.
💡 Review your options: Lifetime mortgages or releasing equity may help you stay in control of your home and lifestyle.
💡 Put your wishes first: From funeral planning to legacy decisions, clarity helps your family when they need it most.

A supportive plan gives you confidence that everything is taken care of.

If you’d like guidance that respects your wishes and helps you feel secure, talk to us. Let’s plan with purpose.



Your home may be repossessed if you do not keep up repayments on your mortgage.

Approved by The Openwork Partnership 22/12/25

Stocks and Co. 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.

06/02/2026

2026 is set to be a big year for remortgaging.🏠

Planning ahead is essential. Speak to us early to make informed decisions and secure the right options for your future.

If your current deal is ending soon, now is the perfect time to explore what’s available.

Approved by The Openwork Partnership on 09/01/2026.

Stocks & Co Financial Planning is a trading name of Just Mortgages Direct Ltd, 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