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.

Serviced Areas

  • London and Surrey

Contact Details

  Website
  City Marylebone
  Postcode W1D 3QF
  Address 13 Soho Square
  Phone Number 020 3637 2024
  Mobile 07725 365506

Products & Services

Wealth management

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.


Life & Health Protection

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.


Mortgages

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.

  • I would recommend this business

I've used Stonehill Financial to prepare powers of attorney for my brother and I, and also for a recent mortgage. They are unfailing great to deal with and talk plain English. Their advice is detailed and sound and I have also referred other people to them who've been equally impressed. Highly recommended.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

As an accountant in practice I have referred dozens of clients to Adam Neal over the last 10-15 years. Some of the clients requirements have been quite challenging but Adam has always been brilliant in getting good results – I have only ever had superb feedback from my clients on Adam’s expert knowledge of pensions, investments and mortgages and cannot recommend him highly enough.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

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.


I have known Adam Neal of Stonehill Financial for about 20 years. He handles all of my financial affairs. I have always found him very reliable and professional, offering excellent advice. I come across many IFAs through my work and Adam is quite simply the best.


You spend your working life tucking away money into a pension scheme with - not that you really think about it much - the assumption that when you want it you press a green button and maybe sign a form or two and, bingo, it starts to payi out. Put money in, take money out, how hard can that be? Turns out there's a humongous fee if you want to start drawing a pension (big as in four figures). Stonehill came to my rescue and held my hand, so to speak, and more to the point it cut the huge fee demanded by the provider in half. Still outrageous to my way of thinking but, hey, what do I know about pensions? Take that Prudential!

From Our Website

Each year, circa one million people suddenly find themselves unable to work due to illness or injury. If this happened to you, could you survive financially? You might be able to get sick pay from your employer or support from benefits, but this could be less than you expect or not last as long as you think. If you couldn't work, how would you pay your mortgage, rent or bills? Income Protection Insurance (IPI) is designed to provide replacement income for people who are working and need continuing income if they are unable to work through long-term disability of illness.


Whether starting your first retirement savings plan or looking to review and manage a range of accumulated pension plans, the experts at Stonehill Financial are specialists in all forms of retirement provision. Our advisers have attained the highest level of qualification for this area within the Chartered Insurance Institute qualification framework. I have found the advice and support of Stonehill Financial invaluable in recent years. The core strengths of Stonehill are twofold; the first being the depth of financial knowledge.


40% of your hard earned wealth will be paid to HMRC on your death if no measures are taken to prevent this. There are a range of simple techniques that can be used to protect estates of all sizes from this grossly unfair deduction. In providing joined up advice with legal and accountancy advisers the impact on your ongoing income, capital access and family succession concerns can all be taken into consideration. The FCA do not regulate tax advice, legal advice or Wills and Trusts. Not all estate planning is about the avoidance of tax - of equal importance is the comfort and security of knowing that your loved ones will be provided for in the manner and order that you wish.