Stonegate Wealth Management

Stonegate Wealth Management Business service

We have a new guide!
01/09/2026

We have a new guide!

If you “open your eyes, look up to the skies and see…”, you can find financial planning lessons in the most unexpected places. You’ve no doubt heard many of Queen’s greatest hits countless times. You might have danced to ‘Don’t Stop Me Now’ at weddings, sung along to ‘Bohemian Rhap...

We have a new guide!
14/08/2026

We have a new guide!

Planning for future education costs may involve many moving parts. Whether you’re thinking about private school or university for your children or grandchildren, a financial plan could help you set out goals, choose suitable accounts, and consider how to balance the outgoings against your other fi...

More than happy to support! A Little Bit of Stone
09/07/2026

More than happy to support! A Little Bit of Stone

A huge thank you to Stonegate Wealth Management! 💙🐾

We are incredibly grateful to everyone at Stonegate Wealth Management for their amazing donation of £2,400 to CAESSR.

Rather than sending Christmas cards to their clients, Stonegate chose to donate those funds to charity. They also added the money raised through their client referral incentive, creating this fantastic contribution to help us continue rescuing, rehabilitating and rehoming spaniels in need.

Support like this makes a real difference, helping us provide veterinary care, food, foster homes and everything our dogs need while they wait for their forever families.

Pictured with the Stonegate team is our wonderful trustee Karen her dog Millie and B&M 💙💖 Billy and Molly, who proudly represented CAESSR on the day. This gorgeous pair are currently looking for their perfect forever home together, and we know their special family is out there waiting for them. ❤️🐾 head over to the website to find out more.

From all of us at CAESSR – and, of course, the dogs – thank you for your kindness, generosity and continued support.

Find out more about Stonegate Wealth Management at: https://www.stonegatewealthmanagement.co.uk

We have a new guide!
23/06/2026

We have a new guide!

While it’s impossible to know what life has in store, longer life expectancies and rising expenses mean care costs now form an essential area of financial planning. Download our useful guide to find out what you need to know about planning for later-life care.

We have a new guide!
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...

We have a new guide!
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.

Address

Bellwether House, 20 Stafford Street
Stone
ST158QW

Opening Hours

Monday 9:15am - 5:15pm
Tuesday 9:15am - 5:15pm
Wednesday 9:15am - 5:15pm
Thursday 9:15am - 5:15pm
Friday 9:15am - 5:15pm

Telephone

+441785876222

Website

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