Stocks Financial Management

Stocks Financial Management A helping hand at every stage of your financial journey.

ISAs remain one of the most effective ways to save and invest tax-efficiently, making it a valuable tool for building lo...
17/06/2026

ISAs remain one of the most effective ways to save and invest tax-efficiently, making it a valuable tool for building long-term wealth.

Let’s look at a few ISA updates for 2026:

· Total Allowance: £20k which reduces to £12k (cash ISA) in 2027.
· “Use it or lose it”: You must use your allowance by 5 April, or it expires.
· Lifetime ISA (LISA): Max contribution is £4k per year, which counts towards your total limit.
· Junior ISA (JISA): A separate allowance of £9k per child, per year.

Head to our website to read our lates blog and learn more.

Have your spotted our adverts in the  magazine?Make sure to pick up a copy and find guidance on pensions, investments, m...
12/06/2026

Have your spotted our adverts in the magazine?

Make sure to pick up a copy and find guidance on pensions, investments, mortgages and more!

Money Saving Mondays.Building your savings can be challenging, especially when it's easy to dip into the pot whenever yo...
08/06/2026

Money Saving Mondays.

Building your savings can be challenging, especially when it's easy to dip into the pot whenever you need a little extra cash.

The good news? Small changes to your spending habits can make a big difference over time, without making drastic lifestyle changes.

Make sure you’re following us for more tips!

Captured outside Stocks new HQ.Uppingham’s annual Feast Day returns on Sunday 14th June - expect great food, live music,...
03/06/2026

Captured outside Stocks new HQ.

Uppingham’s annual Feast Day returns on Sunday 14th June - expect great food, live music, local stalls and entertainment for the whole family.

Photo credit: Uppingham Feast Day

We can’t wait to experience the event first-hand once we move into our brand new office later this year.

Financing your dream home starts with the right support.With so many mortgage options out there, it’s easy to feel confu...
29/05/2026

Financing your dream home starts with the right support.

With so many mortgage options out there, it’s easy to feel confused or overwhelmed, but you don’t have to figure it out alone! Our experienced advisers search the whole market, compare the options, and find the deal that’s right for you.

From start to finish, we keep things simple so you can focus on the excitement of your new home.

Are you a Nationwide customer? Then this could be of great benefit to you.Get in touch with our team today for financial...
28/05/2026

Are you a Nationwide customer? Then this could be of great benefit to you.

Get in touch with our team today for financial support you can rely on.

Nationwide is once again paying £100 to millions of its customers, with this year’s Fairer Share payment due to land between 10 June and 30 June.

Will we see you on the 14th June for Uppingham's Annual Feast Day? 🎶
28/05/2026

Will we see you on the 14th June for Uppingham's Annual Feast Day? 🎶

Here we are , the full line up of what is happening on the Goldmark Main Stage and on the Pete Tom's Acoustic Stage at Uppingham Feast Day 2026 on Sunday 14th of June..
So come along and watch, it's free..see you in the Market Place.
Noon until 9pm with food stalls and Arts and Crafts lining the High St and the Town Hall will be full of stalks too..
Don't be late save the date..
❤️
More news on fun activities and competitions to come...watch this space...

Taking on a renovation project or perhaps you’re building your dream home?Our financial planners can support you through...
27/05/2026

Taking on a renovation project or perhaps you’re building your dream home?

Our financial planners can support you through the process, ensuring your finances stay on track and the legal stuff is taken care of.

We’d love to hear your plans! Get in touch on

📞 01572 729742

Life doesn’t always go to plan - but you can still protect what matters most.From safeguarding your family’s future to c...
22/05/2026

Life doesn’t always go to plan - but you can still protect what matters most.

From safeguarding your family’s future to covering your income if you are unable to work, the right protection makes all the difference.

We keep it simple, clear, and tailored to you. Contact us to learn more about our protection services, www.stocksfm.co.uk/contact-us/.

Dreaming of becoming a homeowner?With our straightforward mortgage advice, we can get you well on your way to climbing t...
19/05/2026

Dreaming of becoming a homeowner?

With our straightforward mortgage advice, we can get you well on your way to climbing the property ladder - one step at a time.

Call us on 01572 729742, email [email protected] or visit our website, www.stocksfm.co.uk/contact-us/

Address

35 High Street East
Oakham
LE159PY

Opening Hours

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

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