THE COMPANY OVERVIEW
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 and investments, through to trusts, inheritance tax planning and beyond.
Trusts and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
We pride ourselves on working in partnership with you, so that you can achieve your financial goals in a way that suits you now and into the future.
We are proactive to help provide you with certainty in a time of ever-changing financial regulations.
We specialise in face-to-face advice, offering a long-term service that supports you as your life and circumstances evolve.
We also make four simple, but important promises:
- To treat you as we would expect to be treated;
- To never take advantage of you;
- To be open and honest;
- To quickly put right any mistake that we make.
Approver: Quilter Financial Services Limited 02/06/2026
The guidance and/or information contaned within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK
Stonebridge Wealth LLP Registered Office: 3rd Floor, 86-90 Paul Street, London EC2A 4NE. Registered in England and Wales Number OC391228. Stonebridge Wealth LLP is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited is entered on the FCA Register (http://www.fca.org.uk/register) under reference 440703
COPYRIGHT © STONEBRIDGE WEALTH LLP 2014