Stonebridge Wealth

Everyone has different financial needs and aims. At Stonebridge Wealth, we provide clear, simple, and honest advice no matter how complex your situation.

Our expertise covers everything from personal and business insurance, pensions, savings, investments, through to trusts, inheritance tax planning and beyond.

We understand that the financial decisions you take will have a significant impact on the way you live your life and your future security. We want to give you the peace of mind that you are making the right choices at every step of the way.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Trusts and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Stonebridge Wealth LLP is an appointed representative of Quilter Mortgage Planning Limited and of Quilter Financial Services Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register