Our client charter
Our promises to you.
We will always be transparent, open and honest
If you notice we have done something wrong or made a mistake, please give us the opportunity to put things right and fulfil our service promise.
We will consistently deliver our best work
Please tell us if anything we do is not up to scratch. We also love to hear positive feedback when we surpass your expectations.
We will be clear and take time to explain our advice
Please let us know if you do not understand our recommendations or if anything seems too complicated.
We will build your confidence and financial freedom
If your situation changes or if you feel uncomfortable with your Stonegate relationship at any time, please tell us as soon as you can.
We will keep your information up to date
Please engage in our service and read the reports and documents you are sent, remembering that missing or incorrect information can lead to unsuitable advice.
We will process withdrawals as soon as we can
Withdrawals can take up to four weeks, so your portfolio cannot be treated like a bank account. Please confirm as soon as possible if money is needed from your portfolio, even if you are unsure of the timescale.
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
Production
