Our ethos
What we believe and how it shapes the service we provide for you.
Ethos
1
Delivering value
We believe every client should be in a stronger financial position and closer to achieving their aspirations after working with us, than before.
Therefore, we will only agree to work with people where we believe this is possible.
Ethos
2
Understanding you
We firmly believe that we can only be truly effective once we understand you; your worries, concerns, objectives and aspirations.
A deep understanding of what makes you tick is crucial to the success of our relationship.
Ethos
3
Living life
Life isn’t a rehearsal.
Our job is to provide you with the confidence to live the life you want, safe in the knowledge that your financial future is in safe hands.
Ethos
4
Working for you
We are your partner, putting you and your best interests at the heart of all that we do. We genuinely care about all our clients and their future, not just their money.
That’s why our services are all focused and tailored to your individual needs. It’s also why we can proudly say that a client has never left us due to poor performance or lack of service.
Ethos
5
Maintaining our independence
We passionately believe that Stonegate Wealth Management’s independence benefits our clients.
It means we work from a completely unbiased perspective, and it gives us complete freedom to recommend the right products to implement the financial plan we create for you.
Ethos
6
Looking to the future
Our belief in the benefits of independent financial advice and financial planning is why we are investing in the next generation of advisers.
We have a strong belief in the training and development of our staff. We provide mentoring and financial support for our colleagues to expand their knowledge and obtain qualifications in specific areas of financial planning.
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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