Formed with over 90 years of personal experience in the private client financial advisory profession, Stonehill Financial continues to strengthen and develop lasting relationships with individuals, families and businesses. With a clear demonstration of integrity, professionalism and clarity in communication, our aim is to be a long term and trusted partner to all of our clients.
We offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your wealth and finances.
- London and Surrey
|Address||13 Soho Square|
|Phone Number||020 3637 2024|
Products & Services
Ongoing financial management can help you plan for your future needs, minimise tax and maximise investment yields. This can cover predictable items like school fees or retirement, or sudden eventualities like illness or redundancy.
The first step is to create a Financial Planning Strategy based around your current and future circumstances plus your attitude to risk. The components of the strategy are insurance, pension planning, investments, tax planning and estate planning and in formulating our strategy we work closely with your other professional advisers like your Solicitor and Accountant.
We then monitor and modify the plan on a regular basis, to ensure the optimum performance and to take account of changes in legislation, new opportunities in the market and changes in your own circumstances.
When planning for the future it is important to protect against sickness, illness and death and the great financial Implications these may have on your family and beneficiaries.
Stonehill Financial understand the myriad risks in these areas and can help advise on suitable levels of business and personal protection to ensure that you are fully protected against all eventualities.
As probably the biggest single financial commitment that someone will make in their lifetime Stonehill Financial understand the personal and financial significance of this. We provide a comprehensive mortgage service whether you are a first time buyer, remortgaging your home or purchasing an investment property.
Very professional service with all my dealings. Always found them to be honest and friendly.
Fantastic, professional service - have handled all of our mortgage and insurance requirements for 7 years now and will continue to do so. Highly recommend.