Financial Planners in Stone, Staffordshire

“I am pleased to confirm that Will Ward has been our financial adviser for a number of years and that we really value him in this role. Will has an excellent understanding of the financial landscape which he always translates into an accessible and understandable overview. Will very actively monitors the investment portfolios that he manages on our behalf and gives balanced advice, always on the basis of evidence and analysis. In the end, while we are fully in the driving seat, the decisions being ours, Will fully understands the direction of travel we want to move in, having come to understand our family and its needs over a number of year. He is warm, humane, and we always enjoy welcoming him to our home. I strongly recommend him.”

“I received comprehensive and informative advice on my pension portfolio and forward financial planning options from Olivia at Stonegate Wealth Management. The advice was impartial and explained in a thorough and clear manner, which greatly helped me to understand how my pension is performing in the current market.”

“I recently used RPUK to source a great mortgage deal, and this is just what I got. I felt Steve really listened to my requirements for a mortgage, and when it didn't work first time he was quickly able to source another deal. He was very approachable, helpful and efficient in calls and emails, and I would definitely look to use these as and when I come to re-mortgage, and would recommend to others. I was impressed by them. Keep up the great work!”