• Home
  • About us
    • Our client charter
    • Our ethos
    • Our fees
  • Meet the team
    • Steve Hendry
    • Olivia Williams
    • Jo Huddleston
    • Amy Winfield
    • Jen Hendry
    • Daisy the dog
  • How we help
    • Those planning to retire
    • Those looking for advice on their investments
    • Trustees
    • Those already retired
  • What we do
    • Our financial planning process
    • Our investment philosophy
  • Case studies
    • Kevin Duggan & Sarah Whitmarsh
    • Paul & Ros Main
    • Sam & Helen Leese
  • Why Choose Us?
  • Blog
  • Contact us
  • Client Portal

01785 876222

admin@stonegatewealth.co.uk

  • Home
  • About us
    • Our client charter
    • Our ethos
    • Our fees
  • Meet the team
    • Steve Hendry
    • Olivia Williams
    • Jo Huddleston
    • Amy Winfield
    • Jen Hendry
    • Daisy the dog
  • How we help
    • Those planning to retire
    • Those looking for advice on their investments
    • Trustees
    • Those already retired
  • What we do
    • Our financial planning process
    • Our investment philosophy
  • Case studies
    • Kevin Duggan & Sarah Whitmarsh
    • Paul & Ros Main
    • Sam & Helen Leese
  • Why Choose Us?
  • Blog
  • Contact us
  • Client Portal

Meet the team

You will always receive a warm welcome at our office. But if you want to get to know us a little better before you book your first meeting, come and meet us over the following pages.

Steve Hendry

Managing Director & Independent Financial Adviser

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Olivia Williams

Client Services Manager / Head of Paraplanning

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Jo Huddleston

Client Services Administrator

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Amy Winfield

Client Services Administrator

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Jen Hendry

Finance Assistance

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Daisy the dog

Head of Canine Enrichment and Belly Scratches

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Get in touch

Take your first steps towards financial freedom today. Give us a call, send us an email or use the direct message box here to get in touch with our team.

01785 876222

admin@stonegatewealth.co.uk

    Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group is entered on the Financial Services Register 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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