Referrals are the key to Stonehill's business strategy. Our business is built on recommendations because clients are happy with us and tell their friends and colleagues. You can have a relaxed chat with Stonehill, even though fundamentally we are still a very conscientious IFA. It's a partnership. We are on first name terms with all our clients. The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Services
Formed with over 90 years of personal experience in the private client financial advisory profession, Stonehill Financial continues to strengthen and develop lasting relationships with individuals, families and businesses.
With a clear demonstration of integrity, professionalism and clarity in communication, our aim is to be a long term and trusted partner to all of our clients.
We offer a comprehensive range of services covering the lifetime management of your wealth and finances.
Whether it's depression, recession or rampant inflation, we insulate our clients' money from the worst effects and find new opportunities for growth.
With a clear demonstration of integrity, professionalism and clarity in communication, our aim is to be a long term and trusted partner to all of our clients.
We offer a comprehensive range of services covering the lifetime management of your wealth and finances.
Whether it's depression, recession or rampant inflation, we insulate our clients' money from the worst effects and find new opportunities for growth.
Ongoing financial management can help you plan for your future needs, minimise tax and maximise investment yields.
This can cover predictable items like school fees or retirement, or sudden eventualities like illness or redundancy.
The first step is to create a Financial Planning Strategy based around your current and future circumstances plus your attitude to risk.
The components of the strategy are insurance, pension planning, investments, tax planning and estate planning and in formulating our strategy we work closely with your other professional advisers like your Solicitor and Accountant.
This can cover predictable items like school fees or retirement, or sudden eventualities like illness or redundancy.
The first step is to create a Financial Planning Strategy based around your current and future circumstances plus your attitude to risk.
The components of the strategy are insurance, pension planning, investments, tax planning and estate planning and in formulating our strategy we work closely with your other professional advisers like your Solicitor and Accountant.
Whether starting your first retirement savings plan or looking to review and manage a range of accumulated pension plans, the experts at Stonehill Financial are specialists in all forms of retirement provision.
Our advisers have attained the highest level of qualification for this area within the Chartered Insurance Institute qualification framework.
I have found the advice and support of Stonehill Financial invaluable in recent years.
The core strengths of Stonehill are twofold; the first being the depth of financial knowledge.
Our advisers have attained the highest level of qualification for this area within the Chartered Insurance Institute qualification framework.
I have found the advice and support of Stonehill Financial invaluable in recent years.
The core strengths of Stonehill are twofold; the first being the depth of financial knowledge.
The traditional idea of a fixed point in time that people retire is fading away.
More than ever people require a flexible though robust method of turning retirement savings into income that can evolve with their needs.
The many different options are making it easier for people to make the wrong decision, which may prove costly.
Our advice aims to simplify the choices and provide a route that maximises both income now and benefits for your for estate.
The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
More than ever people require a flexible though robust method of turning retirement savings into income that can evolve with their needs.
The many different options are making it easier for people to make the wrong decision, which may prove costly.
Our advice aims to simplify the choices and provide a route that maximises both income now and benefits for your for estate.
The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
40% of your hard earned wealth will be paid to HMRC on your death if no measures are taken to prevent this.
There are a range of simple techniques that can be used to protect estates of all sizes from this grossly unfair deduction.
In providing joined up advice with legal and accountancy advisers the impact on your ongoing income, capital access and family succession concerns can all be taken into consideration.
The FCA do not regulate tax advice, legal advice or Wills and Trusts.
Not all estate planning is about the avoidance of tax - of equal importance is the comfort and security of knowing that your loved ones will be provided for in the manner and order that you wish.
There are a range of simple techniques that can be used to protect estates of all sizes from this grossly unfair deduction.
In providing joined up advice with legal and accountancy advisers the impact on your ongoing income, capital access and family succession concerns can all be taken into consideration.
The FCA do not regulate tax advice, legal advice or Wills and Trusts.
Not all estate planning is about the avoidance of tax - of equal importance is the comfort and security of knowing that your loved ones will be provided for in the manner and order that you wish.
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