Business Details
13 Years
experience
Your Trusted Financial Advisers in Surrey & London
Established in 2013, Stonehill Financial has built a reputation for delivering tailored financial solutions to individuals, families, and business owners. Our approach focuses on understanding each client's unique circumstances and long-term objectives, ensuring our advice aligns with their aspirations. With a team led by Adam Neal, who brings extensive experience in financial services and business consultancy, we prioritise ongoing relationships over one-time transactions.Our expertise spans cash flow planning, pension strategies, protection services, and sustainable investing, supported by a commitment to demystifying financial complexities. We collaborate with legal and tax professionals to provide holistic advice, while maintaining transparency and adhering to regulatory standards set by the Financial Conduct Authority. Our administration team ensures seamless client support, reflecting our dedication to exceptional service.
Services
Cash Flow Planning
Pensions
Protection
Sustainable Investing
Estate Planning
Professional Partnerships
Details
- Year established: 2013
Highlights and features
- Established in 2013 with proven expertise in financial planning
- Tailored solutions aligned to individual client goals
- Specialist knowledge in retirement and cash flow planning
- Collaborative approach with legal and tax professionals
- Regulated by the Financial Conduct Authority for client protection
Associations and certifications
- Financial Conduct Authority
Services
Cash Flow Planning
Our cash flow planning service helps clients achieve financial stability by aligning income and expenditure with short and long-term goals. We create customised strategies to manage financial risks, optimise cash flow, and ensure long-term security. This service empowers clients to make informed decisions while adapting to changing life circumstances.
Pensions
We specialise in pension planning to help clients prepare for a secure retirement. Our tailored approach considers individual goals, financial situations, and risk tolerance to create customised retirement roadmaps. We focus on strategic decision-making to ensure financial confidence during post-employment years through comprehensive planning and regular reviews.
Protection
Our protection services safeguard clients' financial legacies by creating safety nets for loved ones. We help establish tax-free lump sums, income provisions, mortgage coverage, and business continuity plans. These solutions ensure financial security for beneficiaries while addressing inheritance tax liabilities and personal circumstances.
Sustainable Investing
We design sustainable investment portfolios that align with clients' values and financial objectives. This service combines positive environmental impact with wealth creation, focusing on long-term returns while supporting responsible business practices. Our approach balances financial growth with social and environmental considerations.
Estate Planning
Our estate planning service protects assets and ensures client wishes are fulfilled through coordinated legal and financial strategies. We work with professional advisers to address inheritance tax, income preservation, and family succession. This service provides peace of mind through comprehensive wealth transfer solutions.
People
Adam Neal
Founder
With extensive financial services experience, Adam established Stonehill Financial in 2013. He leads our team in delivering exceptional financial guidance, focusing on long-term client relationships and tailored wealth management solutions.
Chris Reed
Retirement Planning Specialist
Chris specialises in retirement and cash flow planning, bringing expertise in supporting individuals and families. He has particular experience working with music industry professionals, providing financial education and long-term security strategies.
Mark Thompson
Financial Planner
Mark focuses on long-term cash flow planning and retirement strategies. He works with diverse clients to create sustainable financial solutions, combining technical expertise with a client-centred approach to wealth management.
Questions
What financial services do you specialise in?
We specialise in cash flow planning, pension strategies, protection services, sustainable investing, and estate planning tailored to individual client needs.
How do you work with clients?
We take a collaborative approach, creating personalised financial roadmaps while coordinating with legal and tax professionals for comprehensive solutions.
Are you regulated by financial authorities?
Yes, Stonehill Financial is authorised and regulated by the Financial Conduct Authority for client protection.
Do you work with specific industries?
While serving diverse clients, we have particular experience with music industry professionals and business owners.
What areas do you serve?
We primarily serve clients in Surrey and London, offering both face-to-face and virtual meeting options.
