Stonegate Wealth Management

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Reviews

1. John N ★★★★★

   My wife was looking for some advice with regard to removing a sum of money from her pension. Stonegate recommended that I attend the second meeting for a collective review. I was hesitant as I didn't feel I needed advice on anything as I don't consider myself to actually have any wealth to manage. I am extremely glad I went and I would highly recommend Stonegate to anyone needing any advice no matter what your starting point. They are very friendly, welcoming, knowledgeable and professional (we met with Olivia) and I believe we received excellent advice which we have now actioned with them. My only real regret now is that I didn't go much sooner.

   almost 10 months ago
2. Paul Foster ★★★★★

   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.

   1 year ago
3. Julia ★★★★★

   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.

   almost 2 years ago

1. Stephen Barnes ★★★★★

   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.

   almost 2 years ago
2. Graham Mumford ★★★★★

   I would highly recommend Steve and the team. Very pleasant, professional & friendly. The coffee good to thank you for your help.

   almost 2 years ago
3. Ange Arnold ★★★★★

   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

   almost 3 years ago

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