Faith, Family & Philanthropy are the core values of this small (but perfectly formed) financial planning firm.
Stewardship Wealth exists to give a small number of individuals/couples/families in the Aberdeen and Aberdeenshire area high quality financial planning and advice.
Recognised in 2020, 2021, 2022, 2023, and 2024 by New Model Adviser as one of the Top 100 Financial Planning firms across the UK.
Directed by UK Chartered Financial Planner of the Year (2015/16) and STEP Worldwide Excellence Award Winner Simon Glazier.
Stewardship Wealth is committed to giving away at least 10% of its gross income to charitable causes.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Crichiebank Business Centre, Mill Road,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stewardshipwealth.uk
- Keywords
- Financial Planning, Financial Advice, Retirement Planning, Taxation, Inheritance Tax Planning, Pension Transfers, Philanthropy, Pensions, Investments, Trusts, Wealth Management.
- HQ
- Inverurie, Aberdeenshire
Stewardship Wealth Questions
Stewardship Wealth's website is stewardshipwealth.uk
Stewardship Wealth's LinkedIn profile is https://uk.linkedin.com/company/stewardshipwealth
Stewardship Wealth has
5 employees.
View email and phone details for 5
employees at Stewardship Wealth.
Stewardship Wealth's industry is
Financial Services
Stewardship Wealth's top competitors are
Enrich Tax Consultancy Ltd,
Stewardship Wealth Management,
Phil Anderson Financial Services Ltd.,
Scottish Conservatives,
Greater Cleveland Regional Transit Authority,
Wells Gibson Limited,
Cleveland Clothing Co.,
Ammore Consulting Llc,
Ecoflow® Adblue®,
Hourglass Wellbeing.
Stewardship Wealth's categories are Financial Services
Stewardship Wealth's founding year is 2018
