The Stonehouse way
At Stonehouse Wealth Planning, we believe financial planning is about more than numbers. It’s about using our expertise to guide you to a future shaped by your values and aspirations.
Our philosophy is grounded in our four key pillars:
Trust. Learn. Grow. Fly.
These aren’t just words to us – they’re the foundation of everything we do. From life’s major milestones to day-to-day decisions, we’re here to offer the personal attention you deserve.
Trust
“The trust our clients place in us is not something we take lightly. We’re here for the long term.”
Trust is the cornerstone of our relationship with every client. As a family business, we understand the importance of feeling safe and supported—especially when it comes to your finances. Whether you're navigating a career change, planning for your family's future, or preparing for retirement, you need a team who will be alongside you with honesty, care, and unwavering commitment.
Learn
“Give a man a fish and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.”
We don’t just give advice, we share knowledge. Empowering you with a greater financial understanding means you’ll be in a better position to make better decisions and establish money habits for the every day, with more confidence and peace of mind. We’re here to demystify money and help you to create a future to look forward to, rather than worry about the ‘what ifs’.
Grow
“Helping your money work harder. Money just left in a savings account could be doing so much more with expert advice.”
We’re not here to simply protect what you’ve built, we want to help it flourish. Many clients come to us unsure about ISAs, pensions, or the best way to grow their savings — and that’s exactly where we come in.
We use decades of experience to remove the guesswork and create clear, tax-efficient strategies tailored to your goals.
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.
Investing does not provide the security of capital associated with a deposit account with a bank or building society.
Fly
“We want to give our clients the wings to fly! Confidence, planning and excitement about the future!”
We all have dreams — big or small. Our job is to help turn them into reality. Whether it’s achieving financial freedom, travelling more, retiring early, or simply living with less stress, we’re here to help you live life on your terms.
Trust. Learn. Grow. Fly.
That’s the Stonehouse way. Talk to us about how we can help you take your money — and your life — further.
