Steven Hendry

Steven Hendry

Stonegate Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Stone
View location

Top Rated 2025
Verified since: July, 2012

4.9 out of 5

201 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 March 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

    Verified reviews: 100%

    Steven has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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 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

    Last checked: 12 March 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

    Verified reviews: 100%

    Steven has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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 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

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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.