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The Stonegate Wealth Group

Independent financial planning and wealth management for individuals, retirees and trustees in Stone, Staffordshire

Stone, United KingdomFounded 2021stonegatewealth.co.ukWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-11

About The Stonegate Wealth Group

Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd, an independent financial advisory firm in Stone, Staffordshire, UK. Services include financial planning, cashflow modelling, retirement planning, pension reviews, investment advice, wealth management, estate planning, inheritance tax planning and protection. The firm also offers LifeArch, a framework for clients who draw an income from their investments.

Its customers are individuals planning for retirement, investors seeking advice on their portfolios, trustees considering a trust, and retired people who want to sustain their income or pass on their wealth. The firm is authorised and regulated by the Financial Conduct Authority.

The Stonegate Wealth Group Ltd was founded in 2021, and its managing director, Steve Hendry, began his career in 1996. The firm states more than 20 years of experience in financial advice and wealth management. It has been a VouchedFor Top Rated Adviser for eleven consecutive years and was named Stone's only Top Rated firm of financial planners in 2023, 2024, 2025 and 2026. It reports more than 270 reviews on VouchedFor with an average rating of 4.9. Its registered office and only listed office is in Stone.

Product: Independent financial planning, retirement and pension advice, investment advice, wealth management, estate and inheritance tax planning, and the LifeArch income-planning framework.

Jobs at The Stonegate Wealth Group

No open positions listed right now.

Leadership

  • Steve Hendry · Managing Director & Independent Financial Adviser
    Source: company website

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