Uppingham-based Stocks Financial Management raises £73k

Independent financial advisory firm Stocks Financial Management Ltd has secured £73k in its latest funding round. The investment gives the Uppingham-based company an estimated post-money valuation of £92k.

Founded in 2024, the firm provides a range of financial planning services to individual clients. Its core offerings include mortgage advice, investment planning, and retirement strategy. The company also assists with tax and trusts, equity release, and protection planning, focusing on helping clients manage estates and make decisions regarding first-time home purchases.

The business operates as an independent financial adviser. According to LinkedIn data, the firm currently employs one person. Its most recent accounts were filed for the year ending 31 August 2025.

This funding round follows the company's initial incorporation and early operations in the East Midlands. Documentation for the share allotment and the associated filing were processed in May 2026. The capital supports the firm's ongoing provision of pensions, investments, and inheritance tax planning services.