Who are we
About Stanbridge Wealth
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.
Our team
Our team has a wealth of experience in providing independent and objective financial planning advice to clients.
All our clients have a dedicated financial adviser and are also supported by an experienced client servicing team. Their aim is to provide financial planning that is pertinent to you
What we can offer
Our Services
We provide financial advice that is tailored to your specific needs and every recommendation we make is based upon our expertise and extensive research, without the pressures of a third party or outside interests.
We can provide a “whole of market service” that offers advice to individuals, families, business owners, charities and trustees on savings and investments, non-investment insurance and pensions.
