Stonegate Wealth Management

18/05/2026

We have a new guide!

The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. According to the Office for National Statistics (ONS), there were 16,600 centenarians in 2024 – double t...

28/04/2026

We have a new guide!

Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life doesn’t always go to plan. This handy guide could be useful if you want to retire sooner than originally planned.

13/03/2026

We have a new guide!

Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t be sure you’re heading in the right direction. That’s why goal-setting is at the heart of effective financial planning. However, not all goals ar...

27/01/2026

We have a new guide!

The start of a new year is the perfect time to set goals for the months ahead and create a plan for how to achieve them. This useful guide offers five practical tips that can help you manage your wealth in 2026 and beyond.

24/01/2026

We’d like to reassure everyone that despite appearances, we are still offering management… just temporarily without the N 😅

The recent weather has claimed a letter from our signage, but a replacement is on the way.

If anyone spots a stray “N” around Stone, please let us know!

A Little Bit of Stone

11/11/2025

We have a new guide!

In life, the finest wisdom often comes from the most unexpected places. So, you may be surprised to learn that Jane Austen – one of the most revered romance authors of all time and a paragon of women’s literature – has anything to teach you about the modern world of finance. Born in Hampshire ...

29/09/2025

We have a new guide!

Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why so many people put off writing a will for “another time” or decide to “sort it later”. But the reality is, none of us know when we’ll die. Having ...

22/09/2025

A Little Bit of Stone Free to a charity or local start up.

We have a HP OfficeJet Pro 7740 Printer / Fax / Scanner / Copier that is surplus to needs. It's quite big (584 x 466.9 x 383.3 mm (Width x Depth x Height) but is almost as new - we've hardly used it! Comes with fresh cartidges.

Pick up from Stone town centre (near Abbey Street)

28/08/2025

We have a new guide!

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus on the financial element. Perhaps you’re interested in how planning can help you reduce your tax bill, invest to g...

30/06/2025

Thanks to all our clients for making this possible!

Your reviews have helped us gain a coveted spot in the Telegraph as part of VouchedFor’s Top Rated guide. The guide was distributed in the Times earlier this year, and now, on 25 June, it has been published in the Telegraph too. So, once again, we’re writing to thank you for your support. Your i...

30/06/2025

We have a new guide!

It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of the “ripple effect”, and it’s something that could be valuable when you’re creating a financial plan as well. One of the plot devices in Back t...