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