OUR SERVICES

At Stonebridge Wealth, our team of advisers is on hand to give you clear, simple and honest financial advice. We tailor that advice to your specific requirements, but our services fall broadly into three areas:

Personal Wealth Management

As our services are tailored to your needs, Stonebridge Wealth can help you with everything from the basics through to more complex tax planning ideas.

We can help you plan for the future, with pensions and investment advice.

We can help you protect your wealth, with life and critical illness cover, efficient tax structuring and inheritance planning.

We take the time to discuss and understand your circumstances and your financial goals, so that you can be confident in the recommendations we give. Our proactive approach means that we stay in touch, adjusting your plans as your lifestyle or the market dictate.

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.


Corporate Financial Planning

Stonebridge Wealth offers companies, both large and small, the advice that helps to keep their business protected and their employees rewarded.

With increasing pressure on pension pots and new requirements of auto-enrolment, we can help you set up and manage your pension arrangements. We can also tailor additional benefits, such as health insurance and life assurance, to build a package that suits your workforce and your budget.

By understanding your liabilities, we can provide you and your fellow directors with the right level of insurance cover.

By understanding your attitudes to risk, we can offer advice on the best balance-sheet investments you can make to preserve or boost the working capital you have at your disposal.

We work within the guidelines set out by the Financial Conduct Authority so you can trust that all the recommendations that we give are appropriate for your needs.


Tax planning is not regulated by the FCA.

The value of the investments and pensions can go down as well as up and you may get back less than you invested.

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