Kevin Duggan & Sarah Whitmarsh
"The best thing about working with Steve is the confidence that he gives us in our finances going forward."
Read their storyFrom foundation to financial freedom. We are with you every step of the way.
Independent financial planning for your financial future.
How we helpWe’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.
What we do
When it comes to something as important as your financial future, you want to know you’re speaking to experts. Find out more about how we help our clients.
How we helpWhat our clients say
All Client storiesLatest news
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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