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Stonewater Wealth Management
       
 
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Stonewater Wealth Management
 
 
Overview: 

Stonewater Wealth Management is a dynamic and forward thinking privately owned company focused on the provision of independent financial advice, services and products to both companies and individuals.

Building on the strengths and core competencies of the directors, the company has a unique methodology in its offering, consistently maintaining a flexible approach to financial security as well as a lifestyle orientated vision. The creation and management of wealth is the key aim of the company and the longstanding client base is testament to our work. An enterprising outlook combined with genuine compassion for clients and their families adds further to the company’s Unique Selling Point.

A fundamental principle of our practice is to ensure that we fully maximise opportunities on behalf of our clients, with an emphasis on minimizing risk whilst capitalising on long term financial and lifestyle goals. Each of our advisers has his or her own specialism that ultimately ensures that we cater for the vast array of financial concerns and planning across all age groups and lifestyles. Additionally, we pride ourselves on business partnerships with other professionals across sectors including legal, accountancy, business advice, marketing and lifestyle.

We embrace the ideals of service, quality and efficiency with over 50 years of collective experience and we maintain the highest most traditional levels of customer relations which, in turn, compliment our modern proactive approach. In line with recent regulatory changes, we offer fee-based advice, as well as a fee based Client Care Program and we are fully committed to offering our clients a full and transparent service at all times.

Stonewater Wealth Management is 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.

We offer advice in a wide range of areas, including Pensions, Investments, Inheritance Tax Planning, Life/Critical Illness Insurance and Mortgages. We are also pleased to offer impartial advice on those policies not currently serviced by us and we are always happy to make introductions to professionals who may be best suited to advise and assist prospective and existing clients.

Face-to-face meetings can be held in your home, in our offices or at a venue to suit you. The cost of the first meeting is always borne by us and our charging structure will be made clear to you prior to moving ahead.
History: 

The Founders:

Geoff Catterall, Jeff Noblett and Gary Lea share the same vision which is to provide a dedicated service whilst maintaining an entrepreneurial spirit and encouraging personal and financial growth for both individuals and businesses. Four years ago, the three successful businessmen united their talents and experience with a view to changing the face of financial advice in the North West and beyond.
Geoff Catterall

Having built up 28 years experience in the industry, Geoff has worked for some of the UK's most prolific financial organisations, including Clerical Medical, Bradford and Bingley and Scottish Widows. With his knowledge of the financial services industry combined with a passion for personal and business growth, Geoff prides himself on the delivery of a cutting edge and ambitious service through which his clients receive maximum benefits.

Geoff enjoys working with clients of all ages and backgrounds and his personable approach, vast experience in financial planning and an informed knowledge of behavioral finance equip him with the tools to help individuals achieve their ultimate financial goals. His specialist areas include retirement planning and investment advice, income protection, life protection and critical illness protection.

Geoff has a specialist qualification in Pensions and Retirement Planning and he is currently working towards becoming a Chartered Financial Planner.

Outside of work he has a daughter, Charlotte, and loves to entertain friends and family. He also enjoys walking, squash and holiday breaks to the Lake District.
Gary Lea

Gary has amassed ten years experience in the financial services industry and as the youngest of the founder directors, his passion for new approaches, methods and technologies helps to maintain Stonewater’s cutting edge position in the market.

Gary’s entrepreneurial approach engages a vast and varied clientele and he is especially well positioned to provide financial and lifestyle planning that caters for clients and their ever changing requirements. He is actively involved in retirement planning and investment advice for individuals and also provides pension and life assurance advice for businesses.

Gary graduated from Liverpool John Moores University in 1996 with an honours degree in Politics and he also holds the Diploma in Financial Planning. Currently he is studying to become a Chartered Financial Planner. His specialist areas include pensions and investment as well as long term care.

Outside of work, he is married to Sarah and the couple have just celebrated the arrival of their first child, Evie. He is a keen cyclist and is passionate about travelling and seeing the world.
Jeff Noblett

With 33 years experience in the industry, Jeff is the veteran advisor and most experienced founder director. Having worked for some of the UK’s most recognised financial organisations, such as Halifax and Scottish Mutual Assurance, his knowledge of both the traditional and modern day industry has enabled him to become an authority on financial matters and as such, he is ideally placed to provide advice and direction in the most complex of scenarios.

Jeff’s unique approach to business compounds straightforward and proficient guidance with a specialist knowledge and technical expertise of pensions. His confident and likeable manner ensure that his clients are provided with a solid financial planning service as well as an all-encompassing approach to future financial success and security. He has been a Financial Planner since the year 2000.

Jeff has a specialist qualification in Taxation and Trusts and is working towards becoming a Chartered Financial Planner. He loves to spend time with clients and is proficient in re-educating and advising them about the benefits and implications of their decisions regarding pensions.

Jeff has two children and is engaged to his partner, Donna. He is also a keen golfer and sports enthusiast with a passion for sailing and football.


 
 
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