Stonegate Wealth Management - Stone

Address: Bellwether House, 20 Stafford St, Stone ST15 8QW, United Kingdom.
Phone: 1785876222.
Website: stonegatewealth.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Stonegate Wealth Management

☎️1785876222

⏰ Open Hours of Stonegate Wealth Management

Monday: 9:15 AM–5:15 PM
Tuesday: 9:15 AM–5:15 PM
Wednesday: 9:15 AM–5:15 PM
Thursday: 9:15 AM–5:15 PM
Friday: 9:15 AM–5:15 PM
Saturday: Closed
Sunday: Closed

Stonegate Wealth Management, located at Bellwether House, 20 Stafford St, Stone ST15 8QW, United Kingdom, is a financial consulting firm that prioritizes intelligent, caring, and professional support. They can be reached at 1785876222 or through their website: stonegatewealth.co.uk.

Specialties

As financial consultants, Stonegate Wealth Management excels in managing investments, savings, and care costs. They provide expert guidance to help clients make sense of their financial matters and ensure their financial security.

Accessibility and Amenities

Their location is wheelchair accessible, with an accessible entrance, parking lot, and restroom. This ensures that clients with mobility challenges can easily access their services.

Client Experiences and Opinions

Stonegate Wealth Management has received numerous positive reviews from clients, with 14 reviews on Google My Business and an average rating of 5/5. One satisfied client shared, "We originally contacted Stonegate to help us make sense of our father’s finances. The savings and investments are now secure and, most importantly, the care costs are in hand. I’m very happy to recommend Stonegate’s intelligent, caring, and professional support."

Recommendation

Considering their expertise, excellent client reviews, and accessible location, Stonegate Wealth Management is a highly recommended financial consulting firm. If you are seeking professional financial guidance, we encourage you to visit their website: stonegatewealth.co.uk and reach out to them for support in securing your financial future.

👍 Reviews of Stonegate Wealth Management

Paul Foster

5/5

We originally contacted Stonegate to help us make sense of our father’s finances when he drifted into Alzheimer’s territory. They had been recommended to us by the solicitors that my dad had used to do his LPA stuff.

We’re two years down the line now with both parents moved into care homes this year. The team at Stonegate have been very very good since day 1. The savings and investments are now secure and, most importantly, the care costs are in hand. I’m very happy to recommend Stonegate’s intelligent, caring and professional support.

Susan Canfield

5/5

Great to deal with the team at Stonegate. They are in tune with exactly what you want from them and deliver results in line with their projections

Julia

5/5

Stonegate Wealth Management have provided us with financial advice and looked after our retirement fund for several years. They provide frequent updates on both the UK and global financial economies, informative face to face reviews and always respond quickly to any correspondence.
Thank you Steve and all the staff at Stonegate, we feel that our retirement fund is in safe hands with you.

Tony Montgomery

5/5

Very helpful and obviously very experienced, I would recommend them whole heartedly.

Ange Arnold

5/5

I would not hesitate to recommend Stonegate Wealth Management, the service we have received from Olivia has been outstanding. Very beneficial and informative with our best interest at the core of the advice. We have been kept informed of the progress of our review all the way through and nothing is too much trouble for them. Thank you

James Leese

5/5

The Stonegate service is first rate in every department. My wife and I have been clients for over eight years, so that speaks for itself!

Stephen Barnes

5/5

I received comprehensive and informative advice on my pension portfolio and forward financial planning options from Olivia at Stonegate Wealth Management. The advice was impartial and explained in a thorough and clear manner, which greatly helped me to understand how my pension is performing in the current market.

Amanda Smith

5/5

Always a professional and friendly service from Steve and the team at Stonegate Wealth Management.
Many thanks
Mandy & Steve