About us
Stanbridge Wealth is a privately-owned firm of independent financial advisers, free from the influence of third parties. This lets us put our clients' interests at the heart of everything we do.
For those who have acquired wealth, often by years of personal endeavour, the preservation of that wealth and its investment for the future is of primary concern. Stanbridge Wealth aims to support these objectives by providing tailored independent financial advice to individuals and their families using our extensive knowledge of a wide range of investments and tax wrappers to meet their needs.
For business owners we help with the provision of directors’ pension schemes that can support its commercial development, arrange prudent protection plans for key business risks, and help with employee incentives, succession arrangements and tax efficient exits.
Our overriding aim is to help provide bespoke financial and investment advice that is pertinent to our clients’ needs.