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.

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

⛽ The conflict in Iran is already pushing up oil and gas prices, filtering through to everyday costs for UK consumers. W...
21/04/2026

⛽ The conflict in Iran is already pushing up oil and gas prices, filtering through to everyday costs for UK consumers. With inflation expected to rise further and borrowing becoming more expensive, many households are feeling the impact.

Explore how global events are influencing inflation, interest rates and consumer costs — and what this could mean for the year ahead: https://bit.ly/4ssDsZ3

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 1/4/2026

The conflict in Iran continues to drive political and economic uncertainty across the world. Less than a month in, UK consumers are already experiencing higher product costs across certain markets. How will your finances fare in the next year amid the heightened volatility?

If only finances were like the Cornish flag black and white. ⚫⚪No grey areas. No confusion. Just clear answers.In realit...
14/04/2026

If only finances were like the Cornish flag black and white. ⚫⚪

No grey areas. No confusion. Just clear answers.

In reality, it’s not always that simple and that’s where most people get stuck.

There’s no textbook answer, just the best one for you!



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 07/04/2026

This really made us smile 💛😊One of our lovely clients gave this to Fay to say thank you for her help and honestly… it me...
02/04/2026

This really made us smile 💛😊

One of our lovely clients gave this to Fay to say thank you for her help and honestly… it meant so much to her.

The story? Fay just doing what she always does best: taking the time, listening, and helping however she can. No fuss.

We’re very lucky to have such a great team, with people like Fay at the heart of it.

Thank you for your kindness ✨

Huge news‼👀📰We are so proud of our branding, but felt that we needed to refine ‘’The Stonehouse Way’’We loved the idea s...
01/04/2026

Huge news‼👀📰

We are so proud of our branding, but felt that we needed to refine ‘’The Stonehouse Way’’

We loved the idea so much that we may have already printed the new mugs.🙄🙊

What do you think?🫵 bold new direction or April Fools’ mischief?🃏😏

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.For th...
24/03/2026

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.

For those whose wages have grown in recent years, moving into higher income tax bands has become more common, making it more important to make full use of available allowances.

This article highlights 5 key allowances to consider before the end of the tax year on 5th April and how tax‑efficient wrappers can support long‑term planning.

🔗 Read more: https://www.stonehousewp.co.uk/article/detail/sjpp/five-allowances-to-use-before-tax-year-end.html

Taxation rules can change at any time and are dependent on individual circumstances.

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 2/3/2026

With the rise in inflation and the freeze on income tax thresholds until at least 2031, the tax burden has increased considerably for many of us. This is especially true for those who have benefited from rising wages but who have moved into higher income tax bands as a result. This is why it is more...

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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