0330 038 8942
Based in Stone
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2012
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Steven has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steven has provided information on their typical fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Steven
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Steven has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steven has provided information on their typical fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Steven
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 5 first impressions)
My name is Steve Hendry and I’m an experienced independent financial adviser. I’ve been specialising in pensions, investments and trust planning since 1996 and it’s my job to make your money work as hard as it possibly can for you. As a trusted independent financial adviser, I’m passionate about building long-term relationships to deliver the retirement and lifestyle my clients are hoping for. I set up my own practice – Stonegate Wealth Management – in 2015 after working for many of the big-name financial services companies. I wanted to deliver a truly boutique service, with advice and solutions for each client’s unique circumstances and aspirations. I specialise in: > Retirement planning > Investments > Inheritance Tax mitigation > Tax planning > Business protection > Trust creation and management
Offers available through VouchedFor
Contact Steven through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Steven's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA). The Stonegate Wealth Group Ltd is a company registered in England and Wales. Registered number 13122310.