A local financial firm based in the heart of Stone has been named one of the best in the country. Stonegate Wealth Management has once again been included in the VouchedFor Top Rated guide, a national listing that highlights the most trusted financial advisers in the UK.
Trusted advice at the heart of Stone
Stonegate Wealth Management is a boutique financial advice practice offering a personal, independent service to clients in Stone and beyond. Specialising in pensions, investments and trusts, the team helps individuals and families plan for the future with confidence.
Situated in the centre of town, Stonegate is known for its calm, no-pressure approach. Every piece of advice is tailored, with clients’ goals and aspirations firmly at the heart of every conversation.
National recognition for a local business
The firm’s latest recognition comes as part of the VouchedFor 2025 Top Rated guide, published in The Times. Of the roughly 6,000 authorised financial advice firms in the UK, only 117 were selected for this year’s guide.
“We’re thrilled to be included for the third time,” said the team at Stonegate. “It’s a testament to the hard work of everyone here and our commitment to supporting our clients.”
VouchedFor is one of the UK’s largest platforms for reviewing financial professionals. Its Top Rated guide is based entirely on verified client feedback, making it a powerful resource for anyone looking to find trusted advice.
Individual advisers recognised
In addition to the firm’s inclusion, two of Stonegate’s advisers, Steve and Olivia, have been named individually as Top Rated. Their exceptional service and consistent five-star reviews helped secure their place on the national list.
This dual recognition reflects the high standard of care clients can expect from Stonegate. Whether managing long-term savings or preparing for retirement, the advice is clear, considered and built around each person’s unique circumstances.
A personalised approach to financial planning
Stonegate offers a full range of financial services, including:
- Retirement and pension planning
- Investment advice and wealth management
- Trusts and estate planning
Their priority is to provide financial clarity so that clients feel empowered to live the life they want, today and tomorrow.
Find out more
Stonegate Wealth Management is based in Stone, Staffordshire. To speak to an adviser or learn more about the services offered, visit their website at
www.stonegatewealth.co.uk
