Stonegate Wealth Management
SW
Financial Advisors
Stonegate Wealth Management
Bellwether House, Stone ST15 8QW
# Stonegate Wealth Management
Stonegate Wealth Management is an independent financial planning firm based in Stone, ST15 8QW, dedicated to guiding clients from financial foundation to long-term freedom. Led by managing director Steve Hendry, the firm specialises in comprehensive financial advice tailored to individual circumstances and life goals.
The firm serves a diverse clientele, including those seeking investment management, individuals establishing or managing trusts, and people navigating retirement planning. Their client-focused approach ensures that financial strategies align with each person's unique aspirations and lifestyle requirements.
What distinguishes Stonegate Wealth Management is their exceptional track record of recognition. They are Stone's only firm to achieve VouchedFor Top Rated Adviser status for four consecutive years (2023-2026), following eleven consecutive years of Top Rated Adviser recognition overall. Their 4.9-star rating on VouchedFor reflects genuine client satisfaction and trust. Recent inclusion in VouchedFor's Client Experience Awards shortlist—recognised in both Client Communication and Client Trust categories—further demonstrates their commitment to transparent, relationship-driven service delivery.
The firm combines independent advisory status with specialist expertise across investments, trusts, and retirement planning. Rather than promoting generic financial products, Stonegate Wealth develops bespoke strategies reflecting each client's circumstances. Their consistent industry recognition and client testimonials underscore their dedication to providing exemplary service that genuinely reflects client needs, making them a trustworthy partner for serious financial planning.
Stonegate Wealth Management is an independent financial planning firm based in Stone, ST15 8QW, dedicated to guiding clients from financial foundation to long-term freedom. Led by managing director Steve Hendry, the firm specialises in comprehensive financial advice tailored to individual circumstances and life goals.
The firm serves a diverse clientele, including those seeking investment management, individuals establishing or managing trusts, and people navigating retirement planning. Their client-focused approach ensures that financial strategies align with each person's unique aspirations and lifestyle requirements.
What distinguishes Stonegate Wealth Management is their exceptional track record of recognition. They are Stone's only firm to achieve VouchedFor Top Rated Adviser status for four consecutive years (2023-2026), following eleven consecutive years of Top Rated Adviser recognition overall. Their 4.9-star rating on VouchedFor reflects genuine client satisfaction and trust. Recent inclusion in VouchedFor's Client Experience Awards shortlist—recognised in both Client Communication and Client Trust categories—further demonstrates their commitment to transparent, relationship-driven service delivery.
The firm combines independent advisory status with specialist expertise across investments, trusts, and retirement planning. Rather than promoting generic financial products, Stonegate Wealth develops bespoke strategies reflecting each client's circumstances. Their consistent industry recognition and client testimonials underscore their dedication to providing exemplary service that genuinely reflects client needs, making them a trustworthy partner for serious financial planning.
Services offered
Investment management and adviceRetirement planningTrust establishment and managementWealth building strategiesRetirement income sustainability planningFinancial goal setting and planningClient communication and advisory servicesIndependent financial planning