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Philip and Steve join forces to boost financial expertise

financial experts

Philip Green, left, and Steve Hendry

Two Stone financial experts have joined forces to offer clients a full range of wealth management and accountancy services in the town.

Steve Hendry from Stonegate Wealth Management and Philip Green from AIMS Accountants for Business have moved into offices on The Fillybrooks to provide a full package of financial services.

financial experts

Stonegate Wealth Management provide independent financial advice for people who are looking to accumulate wealth during their working lives to make sure they have a better, more comfortable retirement. This is done through investments, pensions and trust planning. With over 20 years’ experience in financial services, Steve is driven by a desire to make financial and investment advice a truly customer-focused service built on long-term relationships.

financial experts

Philip Green set up his business in 2010 after working in industry for 30 years. He was the financial director of some big organisations, including Bassets (the Liquorice Allsorts makers) and an international textiles group. A Fellow of the Chartered Institute of Accountants, he now has 160 clients.

Although both businesses remain independent from each other, working co-operatively means they can offer a much broader service to their clients.

Philip says: “What we can offer between us here is a full package. If people need wealth management advice, it’s on tap here. And if Steve’s clients need accountancy services and advice, that’s on tap here as well. We’re improving our services to our existing clients and give them an all-round service.”

The offices in The Fillybrooks – just next door to Target Windows – is a financial services hub.

Steve adds: “Whether you’re an individual or a business, we can take care of things here, and we offer a truly personal service. We’d been referring clients to each other for some time, but working more closely together means we can deliver much more for our clients, as well as growing both businesses.”
INFORMATION

Steve Hendry
Stonegate Wealth Management
Website
Tel: 01785 876222
Email: admin@stonegatewealth.co.uk

Philip Green
AIMS Accountants for Business
Website
Tel: 01785 876116
Email: philip.green@aims.co.uk

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