Giliker Flynn Independent Wealth Ltd

Giliker Flynn Independent Wealth Ltd Google’s most 5* rated firm in Staffs. We have a team of Chartered wealth planners and offer a free

We are a Chartered firm offering impartial, proactive advice and aim to establish a close, ongoing relationship via regular review meetings. We pride ourselves on a highly personalised service, providing our clients with the peace of mind that all aspects of your financial planning needs are being looked after by trusted professionals.

Charlotte Woodward DipPFS sounds good 🙌🏻 and her new office really suits her! 👌🏻Congratulations to Charlotte our newly q...
29/05/2026

Charlotte Woodward DipPFS sounds good 🙌🏻 and her new office really suits her! 👌🏻

Congratulations to Charlotte our newly qualified trainee adviser! She has put a lot of effort into her exams over these past two years, now it's time to celebrate 🍾🥂 🎉

We are all so proud of her ❤️

Charlotte will now be moving up from her paraplanning role into the trainee adviser role, and will be taking on further exams to achieve chartered status.

Well done Charlotte, hard work pays off! We are looking forward to achieving big things together in the future 🚀

Klaudia, Meg, and Chris had a lovely morning looking round the .centre meeting some of the amazing children, and catchin...
18/05/2026

Klaudia, Meg, and Chris had a lovely morning looking round the .centre meeting some of the amazing children, and catching up with and the team.

Helping raise funds and raise awareness for this special charity is something we love doing! 💜

Check them out and spread the love!

18/05/2026

Great catch up this morning with and the team down at .centre talking all things fundraising and the annual golf day 🏌🏻‍♀️⛳

It's that time again where we will be having a push for items to fill the auction and raffle. If anyone can help with any items it would be really appreciated.

There are currently two team spaces available at the golf day, so act fast if you're thinking of coming.

Between us we can all make a positive impact for these young children and their families with special needs 💜

It's time to say goodbye (for now), to our T level student Ben Ford as he heads into the next chapter of his journey wi...
27/04/2026

It's time to say goodbye (for now), to our T level student Ben Ford as he heads into the next chapter of his journey with a university placement being most likely.

It's been a pleasure having you as part of the Giliker Flynn family these last two years, we've had some great laughs along the way. You are very capable of achieving big things, just remember to believe in yourself and go and grab opportunities with both hands! Thank you for your contribution to our business, you've played a really important role!

Good luck with the rest of your studies and exams. Keep working hard and make things happen!

We all wish you all the very best with everything you do in the future, and hopefully one day you will be back! 💙

It's been an action packed past few weeks for some of our team! 🏃‍♀️🥊🏅⭐ Klaudia completed the Barcelona Marathon ✅⭐ Chri...
22/04/2026

It's been an action packed past few weeks for some of our team! 🏃‍♀️🥊🏅

⭐ Klaudia completed the Barcelona Marathon ✅
⭐ Chris won his boxing match ✅
⭐Meg completed the Manchester Marathon ✅

All in aid of the .centre charity 💜 an incredible £4,040 excluding gift aid was raised 🙌🏻

Well done team, and thank you to everyone that donated and supported them! It's really appreciated, and will be a massive help to children with special needs and their families ❤️

What's next?? 😅

17/04/2026

Fight night is nearly here! We are overwhelmed with the kindness everyone has shown with their donations and support for Chris and the .centre so far! Over £2700 has been raised by our lovely friends, family, and clients. We are still trying to make the most of this opportunity and are having a final push with raising funds for the charity.

We will post this on our story with the link for donations if you want to help 🙌🏻

Big shout out to our official corporate sponsors
James Wisdom and the team
Jon Sheldon and the team
Nick Holland and the team at Complete Communications

Thank you so so much!! 💜🥊

Using the right investment strategy with your invested pension funds at the right time is very important.Accumulation - ...
15/04/2026

Using the right investment strategy with your invested pension funds at the right time is very important.

Accumulation - Focus on achieving as much growth as possible over the longer term (whilst keeping within preferred risk parameters). Volatility and reductions in the value are less likely to be crystallised.

Decumulation - Focus on making your funds last for as long as possible whilst making withdrawals. Layers of protection are usually implemented to help prevent withdrawals crystallising investment losses.

A blended approach between the two can also be taken.

We follow an in depth research and analysis process across the whole of the market using specialist software, to ensure ...
10/04/2026

We follow an in depth research and analysis process across the whole of the market using specialist software, to ensure our recommendations are the most suitable solutions to meet your objectives.

This includes investment funds, investment managers, product providers, and investment strategies.

Utilising all, or some of your pension pot to purchase a guaranteed income in retirement is something you should conside...
25/03/2026

Utilising all, or some of your pension pot to purchase a guaranteed income in retirement is something you should consider before making any final decisions.

This can be particularly attractive if you require a certain level of income to ensure your essential expenditure can be covered. However like every option in retirement, there are pros and cons.

You may qualify for an enhanced rate if you have medical conditions.

💵 Accessing your Pension Commencement Lump Sum, or "Tax Free Cash" can be one of the first considerations at Retirement....
18/03/2026

💵 Accessing your Pension Commencement Lump Sum, or "Tax Free Cash" can be one of the first considerations at Retirement.

This can be taken as a lump sum, installments, or as part of regular flexible income.

Depleting your pension pot with the full 25% standard tax free lump sum, could lead to your retirement funds running out too soon. Having the right bespoke strategy is key to ensuring your Retirement plan is suitable to meet your objectives.

Definitely something to think about before making any final decisions 🧠 it's always recommended that you understand all of the options first.

Address

2 Gower Street
Stoke-Upon-Trent
ST51JQ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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