Everyone has different financial needs and aims. At Stonebridge Wealth, we provide clear, simple and honest advice no matter how complex your situation.
Our expertise covers everything from personal and business insurance, pensions, savings and investments, through to trusts, inheritance tax planning and beyond.
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.
Trusts and Estate planning are not regulated by the Financial Conduct Authority.
We pride ourselves on working in partnership with you, so that you can achieve your financial goals in a way that suits you now and into the future.
We are proactive to help provide you with certainty in a time of ever-changing financial regulations.
We specialise in face-to-face advice, offering a long-term service that supports you as your life and circumstances evolve.
We also make four simple, but important promises: