Our ethos

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.

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.

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.

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.

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.

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.