We help people to achieve a financially secure future.
As specialists in wealth management, we ensure your capital is invested as tax-efficiently as possible to provide the return you need to live the life you want.
If you are seeking help with your investments, or at an age when it’s time to take retirement planning seriously, we might be the right adviser for you.
Find out more about how you will benefit from working with us:
Our 2021 client survey
We asked our clients to help us understand what we are doing particularly well and where we could make improvements.
In answer to the question:
“Would you recommend us to other people, for example, family, friends or work associates?”
We’re delighted to say that:
79/79 said “Yes”*
Stonegate 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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