First of all, thank you for visiting our website and I hope you find it useful and informative.
I have worked in Financial Services since 1993, and during that time I have gained a breadth of experience in all aspects of financial planning for individuals and business. After working for some of the biggest names in financial services you learn what works and what doesn’t!
I am driven by a desire to make financial and investment advice a truly customer focussed service, centred around the development of long, trustful relationships and a highly personalised delivery. With that in mind I founded Stonegate Wealth Management in Stone, Staffordshire and I have built up a team to carry that vision forward.
We specialise in wealth management, pre & post retirement planning using a range of tax wrappers such as ISAs, offshore/onshore bonds and collective investments (such as Unit trusts and Open Ended Investment Companies (OEICS)). We also provide staff benefit solutions including group pension schemes, death in service benefits, Keyman protection and Private Medical Insurance. We also provide tax planning and trust creation services.
Where we do not have the skills “in house”, we have a range of trusted external associates who we are more than happy to recommend to our clients. These relationships have been built up over many years and cover services such as; Mortgage planning, Legal services, Accountancy and Will writing.
We’re ready to talk when you are. To arrange a free, non-obligational chat with us about your financial plans and aspirations then please don’t hesitate to pick up the phone and call us on 01785 876222 or send us an email via email@example.com
I look forward to speaking to you soon.
Steven J. Hendry DipPFS
Managing director | Independent Financial Adviser