"The best thing about working with Steve is the confidence that he gives us in our finances going forward."
Kevin Duggan & Sarah Whitmarsh
Sarah: Hi, my name is Sarah Whitmarsh, this is Kevin Duggan and we’ve been with Steve for 10 years.
Kevin: From our initial meeting, he’s helped us gauge our financial future, guide and help us plan for our retirement.
Sarah: Steve has helped us plan to manage our expectations and do what we want to do in our retirement.
Kevin: I’ve been retired nearly five years now, and I’m more than enjoying it. Sarah has only just retired last year. She’s greatly looking forward to it. Ok, these are troubled times at the moment, but hopefully, when the pandemic is over, we can fly off into the sunset.
Sarah: The best thing about working with Steven at Stonegate is the confidence that he gives us in our finances going forward.
Kevin: Steven’s always been confident in his approach to us and the way he deals in the markets. He’s always reassured us of the direction we go in.
Sarah: Our finances going forward to retirement are fantastic. That’s down to Steve’s help and guidance, and everything that Stonegate has advised us on.
Kevin: Steve is generous with his advice and is also very confident in the advice he gives and henceforth it inspires confidence in us as well. We’re always happy to meet him. He does love a cup of tea. We make him feel at home and he makes us feel at home as well. So, it’s a very mutually beneficial relationship, I believe.
Sarah: The three words I’d described Steve as are confident, friendly, and personable, he is a people person.
A couple of years ago, Steve introduced us to Liv his colleague. We started working with her and she has been really keen and it’s been exciting working with her. She’s friendly, great fun to work with and always keen to help in any way she can.
Kevin: I’ve recommended Steve and Stonegate to many people over the years so he could grow his business through recommendation.
The best thing about working with Steve at Stonegate is the actual personal service and the face-to-face meetings we get, at least once a year and often several times more than that. And the personal service we feel we’ve had and are still getting throughout the years.
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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