Stonehouse Financial Services Ltd
SF
Financial Advisors
Stonehouse Financial Services Ltd
13 Market St, Sheffield S36 6BZ
# Stonehouse Financial Services Ltd
Stonehouse Financial Services Ltd operated as an independent financial planning firm based in Sheffield, South Yorkshire, before being acquired by Waterbridge Wealth in July 2025. The business served clients seeking professional guidance on their financial wellbeing, with a particular emphasis on helping customers achieve financial control aligned with their personal goals and aspirations.
The firm distinguished itself through its commitment to independent financial advice, free from conflicts of interest, and a culture centred on putting clients' financial outcomes first. As an FCA-authorised and regulated business, Stonehouse maintained strict compliance standards designed to protect customers and ensure market integrity, providing reassurance to clients working with a reputable organisation.
The team comprised experienced financial planners who took a personalised approach, offering both face-to-face and online consultations tailored to individual circumstances. Their client base valued this flexibility and accessibility, combined with the expertise delivered by a "passionate team of experts."
What set Stonehouse apart was its alignment of culture and values with its successor firm—Waterbridge Wealth chose to acquire the business specifically because of this fit. The transition demonstrates the high regard in which Stonehouse was held; rather than being absorbed into a larger corporate entity, clients benefit from continuity with a compatible independent planning firm that shares the same commitment to personalised financial guidance. Former clients experienced seamless service continuation without needing to take action during the changeover, reflecting the quality and stability of Stonehouse's original operations.
Stonehouse Financial Services Ltd operated as an independent financial planning firm based in Sheffield, South Yorkshire, before being acquired by Waterbridge Wealth in July 2025. The business served clients seeking professional guidance on their financial wellbeing, with a particular emphasis on helping customers achieve financial control aligned with their personal goals and aspirations.
The firm distinguished itself through its commitment to independent financial advice, free from conflicts of interest, and a culture centred on putting clients' financial outcomes first. As an FCA-authorised and regulated business, Stonehouse maintained strict compliance standards designed to protect customers and ensure market integrity, providing reassurance to clients working with a reputable organisation.
The team comprised experienced financial planners who took a personalised approach, offering both face-to-face and online consultations tailored to individual circumstances. Their client base valued this flexibility and accessibility, combined with the expertise delivered by a "passionate team of experts."
What set Stonehouse apart was its alignment of culture and values with its successor firm—Waterbridge Wealth chose to acquire the business specifically because of this fit. The transition demonstrates the high regard in which Stonehouse was held; rather than being absorbed into a larger corporate entity, clients benefit from continuity with a compatible independent planning firm that shares the same commitment to personalised financial guidance. Former clients experienced seamless service continuation without needing to take action during the changeover, reflecting the quality and stability of Stonehouse's original operations.
Services offered
pension planningsavings and investment advicefinancial planningretirement planningwealth managementface-to-face consultationsonline financial guidancefinancial control and goal-setting