Stonehouse Wealth Planning

Stonehouse Wealth Planning At Stonehouse Wealth Planning, we believe you don’t need to be wealthy to feel looked after and every person deserves financial guidance they can trust.

No jargon. No pressure. Just honest advice. Based in Saltash, Cornwall. SJP Approved 20/10/2025 At Stonehouse Wealth Planning, we believe you don’t need to be wealthy to feel looked after. Our job is to get your money working harder through every stage of your life. From your first financial steps, through career milestones, raising families, buying homes, and retiring, we’re here with personal, e

xpert support. For us, it’s never just about numbers on a page, it’s about understanding the lives behind them. We get problems solved, tomorrows planned with purpose, and no question is too small. Our Services
• Retirement planning
• Investment Planning
• Inheritance tax planning
• Protection planning
• Corporate planning
• Mortgages

You home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services.

Some things just work better in the right order!Remember the Cornish Rule: Jam first, always 🍓 Lets you have a lot more ...
23/06/2026

Some things just work better in the right order!

Remember the Cornish Rule: Jam first, always 🍓 Lets you have a lot more cream

We say the same with investing:
“Invest first, then sit back and then let compounding pile up the good stuff.

The value of investments can rise and fall. Positive returns are more likely if you invest for the long term, but this is not guaranteed and you could get back less than you invest.

Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 16/06/2026

📣🥇 Happy Father’s Day 🥇📣 from all us here Stonehouse Wealth Planning!!Today, we celebrate the dads, granddads, stepdads,...
21/06/2026

📣🥇 Happy Father’s Day 🥇📣 from all us here Stonehouse Wealth Planning!!

Today, we celebrate the dads, granddads, stepdads, and father figures who inspire, support, and lead by example.

Whether you're a fixer of things, a giver of advice, or simply the rock your family leans on we appreciate you!!

Thank you for all that you do. 👊

Wishing all the incredible fathers out there a day to remember!

🏆 England's World Cup journey starts tomorrow!The excitement is building, and we'll be joining millions of fans in suppo...
16/06/2026

🏆 England's World Cup journey starts tomorrow!

The excitement is building, and we'll be joining millions of fans in supporting the Three Lions!

👇 Drop your prediction in the comments:
⚽ England Win
🤝 Draw
❌ England Lose

Come on England! 🦁🦁🦁

“The trust our clients place in us is not something we take lightly. We’re here for the long term.”Trust is the cornerst...
09/06/2026

“The trust our clients place in us is not something we take lightly. We’re here for the long term.”

Trust is the cornerstone of our relationship with every client. As a family business, we understand the importance of feeling safe and supported, especially when it comes to your finances. Whether you're dealing a career change, planning for your family's future, or preparing for retirement, all these life events will impact your finances.

Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 09/06/2026

If you’ve searched for Stonehouse Wealth Planning recently and found Google still living slightly in the past… you’re no...
04/06/2026

If you’ve searched for Stonehouse Wealth Planning recently and found Google still living slightly in the past… you’re not alone😅

We’re very much alive and thriving from our office in Saltash!

We’re currently updating our Google Business Profile, branding and office details, but
apparently convincing the internet of this is taking a little longer than expected.

Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 04/06/2026

Fixed or tracker? Many people are revisiting this question for their mortgages.With the Bank of England holding rates fo...
26/05/2026

Fixed or tracker?

Many people are revisiting this question for their mortgages.
With the Bank of England holding rates for now — but future increases expected — it’s important to understand how all different mortgage types work.

🏡 Explore the differences and what to consider when reviewing mortgage options: https://bit.ly/4uHfMBv

Your home may be repossessed if you do not keep up repayments on your mortgage.

Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 22/05/2026

What is Active investing?Active investing involves fund managers making active decisions over what to invest in.Stonehou...
22/05/2026

What is Active investing?

Active investing involves fund managers making active decisions over what to invest in.

Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 21/05/2026

The Renters’ Rights Act has introduced important new rules for landlords in England.From May 2026, no‑fault evictions ar...
08/05/2026

The Renters’ Rights Act has introduced important new rules for landlords in England.

From May 2026, no‑fault evictions are no longer permitted, rent increases are more tightly regulated, and landlords must provide tenants with specific government information.

This article provides a clear overview of the changes and what landlords may want to check as part of staying compliant: https://bit.ly/4uFbOJW

Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 6/5/2026

Renters’ Rights Act: What landlords need to know

Has anyone ever asked you ‘’do you enjoy your job’’? We get it a lot so wanted to share with you 4 things we genuinely l...
28/04/2026

Has anyone ever asked you ‘’do you enjoy your job’’?

We get it a lot so wanted to share with you 4 things we genuinely love about what we do:

🪨 The people we work with.

Our relationships develop from really getting to know and understand people properly over time. What’s important to them, what they’re working towards, and what life looks like along the way. Some of the conversations we have are serious, some are really simple, and some have nothing to do with finances at all.

🎣 Making things feel clearer.

A lot of people feel unsure, or like they should understand things better than they do. we enjoy being able to sit down, talk it through, and see that weight lift a bit. It doesn’t need to be complicated, and it’s nice when people realise that.

🌱 Making plans actually happen.

Sometimes good intentions never quite get acted on “we’ve been meaning to do that.” Well we love being there to help turn those intentions into something real "Everything is in order".

🪽 Seeing people feel more in control.

Overtime we get to see a shift, people go from feeling unsure or stressed to feeling calm, confident, and in control. It’s not usually a big moment but more a gradual change the longer we work together.

What do you love about what you do? Let us know in the comments 👇

Stonehouse Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority)

SJP Approved 15/04/2026

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What is a Pension?A pension is a way for individuals to save money during their working years for their retirement later...
23/04/2026

What is a Pension?

A pension is a way for individuals to save money during their working years for their retirement later in life, which employers can also contribute to.

Stonehouse Wealth planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 15/04/2026

Address

166 Fore Street
Saltash
PL126JR

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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