What we do
We specialise in helping our clients achieve a financially secure retirement. We also specialise in wealth management, ensuring your capital is invested as tax-efficiently as possible to provide the return you need to live the life you want.
Your financial future is in safe hands.
We have more than 20 years of experience in financial advice and wealth management, and in that time we’ve learned what matters most…
You.
Our comprehensive portfolio of services is tailored and flexible to suit your individual and family financial needs, hopes and aspirations, but could include:
- Wealth management
- Cashflow modelling
- Retirement planning
- Pension reviews
- Investment advice
- Estate planning
- Inheritance Tax planning
- Protection
What is financial planning?
As financial planners, our job is to listen closely and carefully to ascertain just what it is that you want to achieve with your finances. Our next job is to assess your financial situation, tell you what’s possible with and without some changes, and in partnership with you, build a plan to help you reach your goals.
When you’re happy, we move forward together to implement your plan. From then onward we can provide an ongoing monitoring service to keep your investment plan fine-tuned and fully beneficial to you and your aspirations.
If you want to find out more about exactly how we do this, visit our “Financial planning process” page where we explain each stage of the process.
We’re independent financial advisers.
Our financial advice comes to you backed by over 20 years’ worth of experience in the investment and financial services sector. As a result, you benefit from thorough, detailed and unbiased advice on finding the right investments for you.
Our independence means you can be sure that all the financial advice you receive is delivered with your best interests at heart, all tailored to you and your goals.
We’re all different.
That’s why we’ve created three levels of service for our clients to choose from:
We also have a separate proposition, specifically designed for the needs of people taking an income from their portfolio. Typically, although not always, these clients have retired and need careful management of their assets to ensure the income they take is sufficient to fund their lifestyle, while remaining sustainable in the long term.
For information on what we charge for our services, visit Our Fees page.
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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