At Stonehouse Wealth Planning, we believe that having a good understanding of financial concepts in the right way, can transform lives, no matter your starting point.

As Kieran Beresford puts it:

“One of the things that drives me to help others is seeing how many people – especially my age – just don’t know what’s possible. Learning how to invest, to plan ahead, using tax allowances wisely can change someone’s future. With the right habits, consistency and expert support, someone on a modest income can build a fulfilling, secure life for themselves and their family.”

We run practical, jargon-free sessions that give people the tools and confidence to take control of their financial future. Whether it’s a one-to-one consultation or a workplace workshop during a lunch break, these sessions help people realise just how much is within their control.

Our workshops include topics such as:

• A Tax-Smart Life
  Practical tips and planning ideas to help your money work harder and your wealth go further.
  
  
• From Dream to Doorstep
  Turn the dream of home ownership into a plan. We’ll cover how to build your deposit, boost affordability, and get mortgage-ready.
  
  
• Mastering the Life Admin That Matters
  Pensions, protection, wills and more. The essential (but often overlooked) tasks that build long-term security and peace of mind.
  
  
• Inheritance Tax: Plan Now, Protect Later
  Understand the latest rules and discover how smart planning today can spare your loved ones a financial and emotional burden.

These sessions aren’t about products or sales. They’re about giving people of all ages the knowledge to make informed decisions about their life and their loves ones.

If you’d like us to run a session for your team, or you’re looking for one-to-one guidance, we’d love to help.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.