ABOUT US

Stonebridge Wealth was formed in February 2014 by a group of advisers who wanted to offer a simple and proactive wealth management service.

We understand that the financial decisions you take will have a significant impact on the way you live your life and your future security. We want to give you the peace of mind that you are making the right choices at every step of the way.

Our clients include:

individual

Individuals

We support individuals at each stage of their financial lives, whether they’ve just found their first job, they are progressing up the ladder or setting up their own business; whether they are buying their first home or starting a family.
Families

Families

As families plan for their future, we can provide investment and pensions advice, life assurance and inheritance tax planning.
Companies

Companies

Whatever the size, we offer advice on employee benefit packages, insurances and sensible balance-sheet investments. We have helped many small firms prepare for the new auto-enrolment pensions regime.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Inheritance Tax Planning and Auto-Enrolment are not regulated by the Financial Conduct Authority.

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