About us
At Stonegate Wealth Management, we specialise in helping you plan your finances for a comfortable and financially secure future. We prioritise quality of service over quantity of clients.
Our history
Our Managing Director, Steve Hendry, started his career in 1996, working in large corporate financial advice firms. Although he was able to offer clients some of the tools they needed to reach their financial objectives, he wanted to be able to offer a more personalised service and make a real difference to their lives. Six subsequent years advising in a smaller practice convinced him that building long-term relationships and providing focused, ongoing support, leads to the best possible results for clients.
Founding Stonegate Wealth Management as a boutique practice allowed Steve to offer the service he knew clients wanted and needed.
Our focus has always been on building long-lasting, ongoing, trusted relationships rather than constantly seeking out new business to grow the firm into a much bigger practice. This approach has been very successful, with our clients staying with us in many cases from the very beginning to the present day.
Our approach doesn’t mean we stand still though! The Covid pandemic has meant us becoming a much more technology-enabled business, which in turn has meant more comfort and choice for clients in terms of how and where they choose to connect with us.
We are constantly reviewing and reflecting on what we can do better to help our clients achieve financial wellbeing. We encourage our clients to regularly feed back on how we can improve things. We’re delighted that our clients tell us they are extremely happy with the service they receive from us. So much so, that Steve Hendry has been named a “Top Rated Adviser” by VouchedFor every year since 2016.
At our core, remains a belief that the most important part of the work we do is the personalised, consistent and bespoke client service we offer.
We’re a VouchedFor Top Rated Firm
For nine consecutive years, we’ve been awarded Top Rated Adviser status by VouchedFor, the UK’s leading customer review site for financial advisers, solicitors, and mortgage advisers.
We’re also delighted to be Stone’s only firm of Top Rated financial planners in 2023 and 2024. To be awarded the status of Top Rated Firm takes a genuine commitment to providing our clients with an exemplary service that best reflects their needs, and to be included in the Top Rated Guide is a tremendous honour; only 113 firms qualified throughout the UK. Read more about VouchedFor and our Top Rated statuses by clicking the badge below.
Our team
Getting to know you is a key part of our job. But it’s also important you know us well too and feel confident we’re the right team to help you meet your needs.
Meet the teamWhat our clients say
Steve has kept in touch and updated me during a very difficult period. I am delighted with the growth in my pension and investments which Steve manages expertly for me.
Philip
A client since 2013
Communication has been key in 2020. Steve and Olivia have been great at keeping me updated during this challenging year. Decision making and recommendations have been clear, making it easy for me to make my financial decisions. These recommendations and decisions have ensured 2020 has ended stronger than when it started.
Andy
A client since 2015
Steven has conscientiously looked after my best interests during a very difficult time for investors. His regular updates have served to keep me in the picture and clearly set out the reasoning behind his strategy. The annual performance of my portfolio showed a pleasing positive result in very turbulent times!
James
A client since 2015
Steven has continued to offer reassurance during the turbulent financial situation surrounding Covid-19 in 2020. He has remained available for any questions or specific information required and sent out regular emails. He has helped us remain financially calm when all around seemed turbulent!
Geraldine
A client since 2015
The Covid-19 pandemic has created the most uncomfortable times for the investor in living memory. Steven has provided all his clients with professional support and insightful guidance on the impact of the crisis. He has managed all of it calmly and considerately. First-class service.
Jim
A client since 2015
Brilliant. Plenty of straight-talking helpful advice.
Irene
A client since 2016
Prior to my retirement, I contacted him for initial advice on pension options. He advised on the available options for my pension. Finance is something I struggle to get to grips with but with Steven's help, it has become a lot clearer.
Peter
A client since 2014
In addition to providing a clear and complete description of what is being recommended and reporting clearly on what is happening, Steve is personable, friendly and professional. He is not just an adviser; he has become a friend.
Dave & Jo
Clients since 2011
I have been with Steven for nearly five years and like the way he explains things in a clear and easily understandable way. Following his ongoing advice, I have seen my investments grow and he continues to work very hard in order for me to achieve the most tax-efficient way to enjoy my retirement. I would not hesitate in recommending him.
Clive
A client since 2015
I was looking to set up a pension. I'm a freelancer and was starting to get a bit worried about my lack of planning for my financial future. Steven helped me and my wife to look ahead at the kind of retirement that we want, and to consider the element of risk that we're comfortable with. I've always found anything to do with investments and pensions pretty scary if I'm honest, but Steven really put me at ease.
Jamie
A client since 2019
Delivery value & understanding you
We believe every client should be in a stronger financial position and closer to achieving their aspirations after working with us, than before.
Our ethosStonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under reference 945057.
Registered office – Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW
The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate trust and taxation advice as well as some forms of estate planning. You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.
If you wish to register a complaint, please write to Stonegate Wealth Management, Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW or telephone 01785 876222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567
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