Why Choose Us?
It’s a perfectly good question. After all, there are a great many financial advisers out there on the market. Here are a few reasons our clients tell us why they choose Stonegate Wealth Management.
We listen. We build relationships that last.
A key factor in our successful relationships is the fact that we listen, and we listen well.
It sounds like such a simple thing, but we work to understand exactly who you are, what matters to you and what successful achievement of your hopes and aspirations entails.
By building such a personal relationship with you from the very start, we’re perfectly positioned to formulate the very best financial plan for you that continues to work for your needs as we move forward together over time.
In our most recent client survey, 95% of respondents reported being ‘very satisfied’ with our ability to understand their needs, goals and objectives.
We’re careful. We’re meticulous. We get it right for you.
Our knowledge of the financial markets is second to none. Which means you benefit from the most appropriate financial products, each tailored to your values and objectives.
We deliver the financial results you need for peace of mind and a better way of life.
In our most recent client survey, 100% of respondents said they believed working with us has helped or will help them to achieve their financial goals.
We speak your language.
We steer clear of jargon, ensuring that you always know exactly where you are throughout your financial journey with us. And we understand just how important it is that you know when you want to speak to us about anything, we’ll be there.
91% of our clients said they were ‘very satisfied’ with the speed of response they receive from their adviser.
We come highly recommended.
In our 2021 client survey, 100% of those surveyed said they would recommend us to family, friends or colleagues and 100% of respondents said they were ‘mostly’ or ‘very satisfied’ with the service received.
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.
We have more than 190 5-star reviews on VouchedFor. That’s more than 190 happy clients who were so pleased with our service that they gave us the highest satisfaction rating possible, which is just as it should be.
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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