Business Details
13 Years
experience
Your Trusted Partner for Financial Adviser Solutions
Established in 2013, Stonehill Financial has built a reputation for delivering tailored financial solutions to individuals, families, and business owners. Our team, led by Adam Neal, combines decades of expertise in financial services and consultancy to demystify complex financial landscapes. We prioritise long-term relationships, focusing on cash flow planning, pensions, protection, and sustainable investing. Our approach integrates legal and tax expertise to ensure holistic estate planning. With a commitment to financial education, we empower clients across diverse industries, including music and entertainment, to achieve financial security. Our Surrey and London-based team provides both face-to-face and virtual consultations, supported by a robust administrative framework. We adhere to rigorous regulatory standards, maintaining authorisation from the Financial Conduct Authority. Our mission is to align investment strategies with personal values, ensuring clients navigate retirement, tax optimisation, and generational wealth transfer with confidence. Through professional partnerships and a client-centric ethos, we deliver actionable advice that adapts to evolving financial needs.
Services
Cash Flow Planning
Pensions
Protection
Sustainable Investing
Estate Planning
Professional Partnerships
Served areas
- London and Surrey
Details
- Year established: 2013
Highlights and features
- We provide tailored financial solutions aligned with individual life goals and risk profiles.
- Our team combines 20+ years of expertise in financial services and retirement planning.
- We offer sustainable investment strategies that align portfolios with personal values.
- We collaborate with legal and tax professionals for comprehensive estate planning.
- We prioritise long-term client relationships through transparent, jargon-free advice.
Associations and certifications
- Financial Conduct Authority
Services
Cash Flow Planning
Our cash flow planning service creates tailored strategies to align income and expenditure with short- and long-term financial goals. We help clients manage risks, optimise liquidity, and build sustainable financial stability. By integrating tax efficiency and investment coordination, we ensure clients maintain control over their financial future while adapting to life's changes.
Sustainable Investing
We design sustainable investment portfolios that reflect clients' environmental and social values while delivering competitive returns. Our approach combines rigorous ESG analysis with traditional financial metrics to identify opportunities that drive positive change. This service ensures investments contribute to long-term wealth creation and societal impact.
Estate Planning
Our estate planning service protects assets and ensures seamless wealth transfer across generations. We collaborate with legal experts to implement tax-efficient strategies, including trusts and wills, while addressing inheritance tax liabilities. This service provides peace of mind that family succession and charitable intentions are fulfilled according to clients' wishes.
Protection
We create bespoke protection plans to safeguard clients' financial security against unforeseen events. Our solutions cover life insurance, critical illness cover, and income protection, tailored to individual circumstances. By aligning policies with financial goals, we ensure clients' loved ones and business interests remain financially protected.
Professional Partnerships
We connect clients with vetted legal, tax, and business experts to address complex financial needs. This network provides integrated solutions for corporate structuring, tax optimisation, and succession planning. Our partnerships ensure clients receive comprehensive advice that bridges financial planning with specialist expertise.
People
Adam Neal
Founder
Adam Neal established Stonehill Financial in 2013, bringing extensive financial services and consultancy experience. He focuses on delivering strategic financial guidance, leveraging his expertise in wealth management and regulatory compliance to support client success.
Chris Reed
Retirement Planning Specialist
Chris Reed specialises in retirement and cash flow planning, with a focus on the music and entertainment industry. He combines technical expertise with financial education to help clients at all career stages achieve long-term security.
Mark Thompson
Long-Term Financial Strategist
Mark Thompson provides strategic financial planning, concentrating on intergenerational wealth transfer and sustainable investing. His collaborative approach ensures clients receive holistic solutions that align with both personal and financial objectives.
Questions
What financial services do you specialise in?
We specialise in cash flow planning, pensions, sustainable investing, estate planning, and protection services tailored to individual needs.
How do you tailor financial plans to individual clients?
We conduct comprehensive assessments of your goals, risk tolerance, and financial situation to create customised strategies that evolve with your circumstances.
Are your investment strategies ethical?
Yes, we offer sustainable investing options that align portfolios with environmental, social, and governance (ESG) principles without compromising returns.
How do you ensure regulatory compliance?
We are authorised and regulated by the Financial Conduct Authority, adhering to strict standards for client protection and professional conduct.
Can you assist with intergenerational wealth transfer?
Yes, our estate planning services include tax-efficient strategies for wealth preservation and transfer across generations through trusts and legal partnerships.
What areas do you cover?
We serve clients in Surrey, London, and surrounding regions, offering both in-person and virtual consultations.
Reviews (5)
Pamela V.
May 24, 2019
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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.
John Leyden
Mar 11, 2019
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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 Adams expert knowledge of pensions, investments and mortgages and cannot recommend him highly enough.
Chris Gartmoor
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!
Jeff Windsor
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.
Mr F T Bedwell
Fantastic, professional service - have handled all of our mortgage and insurance requirements for 7 years now and will continue to do so. Highly recommend.