Stock David & Co Ltd

Welcome to David Stock & Co. Ltd, a leading provider of independent financial advice in Wales and the West. For over 30 years, we have been dedicated to helping individuals, families, and businesses achieve their financial goals, whether it's securing a mortgage, planning for retirement, or seeking investment advice.

Our Story

David Stock & Co. Ltd was founded in 1988 by our director, David Stock, who has a deep understanding of the local community. Our company has built a reputation as one of the leading mortgage advisers in Wales and the West, thanks to our commitment to exceptional service and competitive rates.

Our Services

At David Stock & Co. Ltd, we offer a wide range of financial services, including:

Mortgages

We have access to the entire mortgage market, which means we can source the most competitive deals from over 30 lenders. Our expert mortgage advisors will work with you to understand your financial goals and provide personalized recommendations.

Pensions

Our pension advisors have extensive experience in helping individuals plan for a comfortable retirement. We offer a range of pension options, including personal pensions, stakeholder pensions, and self-invested personal pensions.

Insurance

We provide a comprehensive range of insurance products, including life insurance, critical illness cover, and income protection insurance.

Equity Release

We offer expert advice on equity release schemes, which can help homeowners access the value tied up in their property.

Investments

Our investment experts can help you grow your savings by investing in a range of assets, including stocks, bonds, and commercial property.

Meet the Team

Our team of experienced advisors is dedicated to providing exceptional service and expert advice. Each member of our team has a deep understanding of their respective specialties and is committed to helping you achieve your financial goals.

Get in Touch

If you're looking for independent financial advice, please don't hesitate to contact us. We'll be happy to help you with any financial queries or concerns you may have.