Welcome to Stonehouse Financial Services Ltd
Stonehouse Financial Services specializes in providing advice to the following groups:-
- Private Clients – Comprehensive financial planning and wealth planning for individuals.
- Professional Partners – Integrated advice for professional practices and their clients.
Providing a professional, independent wealth planning service.
Our aim is simply to protect and enhance the wealth of our Clients, working with people in an open, honest, professional manner. Our advisers’ preferred approach is to provide holistic financial advice, advising on the whole of your financial circumstances, ensuring our advice complements your overall financial situation.
Our business is built on the belief that the key to success is establishing long term mutually beneficial relationships with you, our clients. This is achieved by developing strong mutual trust and respect through a professional, ethical and friendly approach to financial advice.
Our privately owned company was established in July 2005 and is authorised and regulated by the Financial Conduct Authority (FCA) to provide Independent Financial Advice. The Company advises individuals, families and businesses throughout the UK.
Our company has evolved since 2005 and has invested heavily in technology to aid the delivery of excellent financial planning and a high level of customer service. Our efficient way of working also helps us keep the cost of providing advice to you at an affordable level.
We are committed to maintaining our independence and are not owned by or linked to any insurer or investment house. The key to our approach is our transparent, no-nonsense charging structure coupled with a pragmatic approach to your financial planning.