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.

Darren’s only gone and done an Alan Sugar… 👀😂We’re delighted to introduce Skye, the newest member of the Stonehouse team...
01/09/2026

Darren’s only gone and done an Alan Sugar… 👀😂

We’re delighted to introduce Skye, the newest member of the Stonehouse team, who has joined us as an Apprentice! 🎉

She’s been working alongside our admin team for the last 9 weeks, helping to keep everything running smoothly, getting stuck in, learning the ropes and somehow putting up with us all so far! 😂

She’s already settled in brilliantly, and we’re really excited to see what the next few months bring.

So, welcome to the team, Skye! 🎉
We’re very pleased to have you on board and look forward to sharing your progress as you develop.

Give Skye a warm Stonehouse welcome 👋

Market uncertainty can feel uncomfortable, especially when geopolitical events dominate the headlines.With the Iran-US c...
25/08/2026

Market uncertainty can feel uncomfortable, especially when geopolitical events dominate the headlines.

With the Iran-US conflict continuing to ebb and flow, many investors are asking what it could mean for their finances and investments.

This article explores why predicting events is rarely possible and why maintaining a long-term perspective remains important during periods of uncertainty: https://www.sjpp.co.uk/article/detail/sjpp/keeping-perspective-as-the-iran-conflict-resumes.html

We’re not here to simply protect what you’ve built, we want to help it flourish. Many clients come to us unsure about IS...
18/08/2026

We’re not here to simply protect what you’ve built, we want to help it flourish. Many clients come to us unsure about ISAs, pensions, or the best way to grow their savings and that’s exactly where we come in.

We use decades of experience to remove the guesswork and create clear, tax-efficient strategies tailored to your goals.

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.

Investing does not provide the security of capital associated with a deposit account with a bank or building society.

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 04/08/2026

If you’ve ever called the office, chances are you’ve already had a chat with one of these three.Meet Fay, Emma and Lisa ...
11/08/2026

If you’ve ever called the office, chances are you’ve already had a chat with one of these three.

Meet Fay, Emma and Lisa the admin team here at Stonehouse Wealth Planning and the people who keep us all organised day to day. They support both our advisers and clients and are always there to help with anything that’s needed behind the scenes.

Whether it’s sorting appointments, helping with paperwork, answering the phone, they do it all while adding a personal touch to every conversation.
We’ve always believed it’s important that clients know who they’re speaking to, rather than just hearing a voice on the end of the phone. Fay, Emma and Lisa are a huge part of the business and a big part of the experience our clients get when dealing with us.

Honestly, we’d be lost without them.

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 05/08/2026

What type of retirement are you heading for?Stonehouse Wealth Planning is an Appointed Representative of and represents ...
04/08/2026

What type of retirement are you heading for?

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 28/07/2026

In the military and looking to buy a home? Postings, deployments and changing circumstances mean your property plans def...
30/07/2026

In the military and looking to buy a home?

Postings, deployments and changing circumstances mean your property plans definitely need to move with you. We’ve got it covered!

Getting on the property ladder does create stability when life is unpredictable. The Armed Forces Help to Buy scheme can support that next step, offering interest-free loans of up to 50% of salary, capped at £25,000, towards a deposit. Working with lenders who understand military income and allowances can make a real difference to how smoothly a purchase goes.

The Forces Help to Buy scheme is separate from your mortgage. It's a loan from the Ministry of Defence that can be used alongside a normal residential mortgage. When applying for a mortgage, lenders will take the loan into account as part of their affordability assessment.

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 28/07/2026

No matter how many times they go, homecomings always mean something special!Last Friday, many service personnel returned...
28/07/2026

No matter how many times they go, homecomings always mean something special!

Last Friday, many service personnel returned safely to UK soil following their deployment on HMS Prince of Wales, bringing an end to months apart from their families.

For Darren, Kieran and Fay, it was an especially meaningful day as they welcomed home a son, a brother and a much-loved member of their family.

To everyone who returned safely, we hope you enjoy every moment back with your loved ones.

🏠🏠 Welcome home. 🏠🏠

From April 2027, a 22% charge will apply to interest earned on cash held in non‑cash ISAs, while a new first‑time buyer ...
21/07/2026

From April 2027, a 22% charge will apply to interest earned on cash held in non‑cash ISAs, while a new first‑time buyer ISA is set to replace the Lifetime ISA.

This article outlines the proposed changes and highlights the key points to be aware of as the new rules take shape: https://bit.ly/45enh8p

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 03/07/2026

The government has announced a 22% charge on the interest on cash savings held within non-cash ISAs, including stocks and shares ISAs and innovative finance ISAs, from April 2027.

Protect your wealth and don’t get caught out by the four seagulls of financial misery.Stonehouse Wealth Planning is an A...
14/07/2026

Protect your wealth and don’t get caught out by the four seagulls of financial misery.

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 06/07/2026

“Give a man a fish and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.”We don’t just give ...
09/07/2026

“Give a man a fish and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.”

We don’t just give advice, we share knowledge. Empowering you with a greater financial understanding means you’ll be in a better position to make better decisions and establish money habits for the every day, with more confidence and peace of mind. We’re here to demystify money and help you to create a future to look forward to, rather than worry about the ‘what ifs’.

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 06/07/2026

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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