Areas of Expertise

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Pensions

Whether you are just setting up a pension or are ready to draw an income, we can advise on every stage in the process to ensure that you can enjoy the retirement you deserve.

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Investment Advice

Whether you are a first time investor or are more experienced, our diversified portfolios are tailored to maximise returns to help you meet your financial objectives.

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Ethical Investing

We offer a range of risk based ethical portfolios in line with your social and environmental values.

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Mortgages

As Independent Mortgage Advisers, we search the market to find the best rates and products for you.

Why you may need independent financial advice

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You are considering how you will fund your retirement
You want to maintain and grow the value of your investments
You want to minimise your tax in order to grow your assets
You would like the peace of mind and reassurance of working with a firm of Chartered Financial Planners.
You have inherited a sum of money or would like your cash holdings to be working harder for you
You wish to legally minimise the Inheritance Tax that may be due on your Estate
You are moving house, purchasing a Buy To Let property or are considering re-mortgaging and would like to receive expert advice in order to find the best deal available for your personal circumstances
You would like to protect your family in the case of accident, illness or death

Chartered Financial Planners

As a Chartered firm, we have been recognised for excellent service and providing our clients with the most suitable and appropriate financial advice. We continue to strive to provide:

The highest levels of technical knowledge and competence through professional qualifications
First rate skills through continuing professional development
Ethical conduct by adhering to a Code of Ethics

How We Work - Independent Financial Planning – Stonehouse

Request a call back?

If you would like to find out more about our services and discover if we can help you achieve your financial goals, please provide your details below and we will be in touch shortly: