Stonewater Wealth Management

Stonewater Wealth Management Ltd is a privately owned company based in Tarleton, Lancashire. We aim to provide a service which is friendly, approachable and professional making use of today's technology. A fundamental principle of our practice is a "team" based approach. We believe that no one person is able to be an expert in all aspects of our profession and each of our advisers has his or her own specialisms. Where we do not have the in-house expertise we need, we liaise and work with other professionals in their chosen fields. We embrace the ideals of service, quality and efficiency with over 80 years of collective experience. We offer fee based and commission based advice, as well as a fee based Client Care Programme. Stonewater Wealth Management is relatively unique in the sense that we offer a defined investment philosophy and investment approach. We believe that the preservation of wealth is not just about one month, six months or even one year’s investment returns, or indeed next year’s in isolation – it is about consistently delivering above average returns over the medium to long-term.