Stewardship Wealth, run by Simon Glazier (UK Chartered Financial Planner of the Year 2015/16) serves a small number of individuals, families and business owners with a highly personalised financial planning service.
Money is a tool that should be used wisely to live the life you want, and our job is to help you make good decisions about what to do with it.
Most of our clients are heading towards, or entering, retirement, and want to make sure they can live life to the full without the fear of running out of money or leaving too much to the tax man. Using lifetime cash flow modelling and a Nobel Prize winning, evidence based investment strategy, we help clients make the most of their money.
"Purpose Driven Financial Planning" is our motto, and we want to both give purpose to your money, but also use your money in line with your purpose. That means making investing interesting, helping you understand what we do with your money and why we do what we do, but more importantly helping your money serve your life, and not the other way around.
We're happy to meet prospective clients on a no cost and no obligation basis to find out whether we might be right to work together (i.e. are we the right firm of financial planners for you and are you the right kind of client for us) and whether we can add value (i.e. are you going to be better off after you've paid us)?