Stonebridge Wealth

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, mortgages, pensions, savings and investments, through to trusts, inheritance tax planning and beyond. The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 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. About us Stonebridge Wealth was formed in February 2014 by a group of advisers who wanted to offer a simple and proactive wealth management service. 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. We’re based in central London, just a few minutes’ walk from Monument and Bank underground stations.