Stonehouse Wealth Planning

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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. 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, expert 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. SJP Approved 20/10/2025

Meet Emma one of our wonderful Practice Support Specialist!A lifelong horse enthusiast, Emma has competed in eventing, d...
13/10/2026

Meet Emma one of our wonderful Practice Support Specialist!

A lifelong horse enthusiast, Emma has competed in eventing, dressage and show jumping, representing both local and national teams. Like the whole team, Emma treasures time with her family, taking long countryside walks that often end at a Cornish pub with a view, or letting off steam, riding her much-loved horse out in the fresh air.

First-time buyer? 🏡A new scheme has been announced by Prime Minister Andy Burnham that could help more people get onto t...
06/10/2026

First-time buyer? 🏡

A new scheme has been announced by Prime Minister Andy Burnham that could help more people get onto the property ladder and purchase their own home. Learn more about what’s been announced and how it might impact you.

https://www.sjpp.co.uk/article/detail/sjpp/boost-for-first-time-buyers-to-get-on-the-property-ladder

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 02/10/2026

⚽️ A BIG MILESTONE FOR LANDRAKE FC! ⚽️It’s not every day you get to celebrate your first AGM! 🎉As proud sponsors of Land...
30/09/2026

⚽️ A BIG MILESTONE FOR LANDRAKE FC! ⚽️

It’s not every day you get to celebrate your first AGM! 🎉

As proud sponsors of Landrake FC, everyone at Stonehouse Wealth Planning is delighted to support the club both on and off the pitch.

From matchday battles and last-minute winners to the hard work that goes on behind the scenes, grassroots football is all about teamwork, community and bringing people together. 👊

A huge well done to everyone involved in getting the club to this point — players, coaches, volunteers, supporters and sponsors. 👏

Here’s to plenty more goals, tackles, three points and good times ahead! 🏆⚽️

Up the Drake !!

LANDRAKE FC – ANNUAL GENERAL MEETING

Landrake Football Club will be holding our upcoming Annual General Meeting on:

📅 Saturday 17th October 2026
⏰ 18:30
📍 Geffery Memorial Hall

As the club continues to grow, the AGM is an important opportunity to come together, reflect on our progress and discuss the future of Landrake FC both on and off the pitch.

All welcome from players, members, supporters, volunteers and anyone who would like to get involved with the club to come along.

There will be plenty to discuss, including plans for the future, the running and development of the club, and opportunities for people to get involved and help us continue moving Landrake FC forward.

Whether you've been involved from the beginning or would simply like to find out more about the club, everyone is welcome.

🎉🎉 CONGRATULATIONS SKYE! 🎉🎉We’re really pleased to share that Skye has recently achieved her Silver Accreditation in the...
29/09/2026

🎉🎉 CONGRATULATIONS SKYE! 🎉🎉

We’re really pleased to share that Skye has recently achieved her Silver Accreditation in the Practice Support Specialists Accreditation programme. 🏅

A fantastic achievement and a great reward for all the hard work she’s put in since joining the team.

This is just the start though… Gold and Platinum are still to come! 👀😂

A massive well done to Skye from everyone here! 👏👏

“We want to give our clients the wings to fly! Confidence, planning and excitement about the future!”We all have dreams,...
22/09/2026

“We want to give our clients the wings to fly! Confidence, planning and excitement about the future!”

We all have dreams, big and small. Our job is to help turn them into reality. Whether it’s achieving financial freedom, travelling more, retiring early, or simply living with less stress, we’re here to help you live life on your terms.

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 03/09/2026

Meet Fay our fantastic office manager!Life in Cornwall suits Fay perfectly. She shares it with a large family, a few chi...
15/09/2026

Meet Fay our fantastic office manager!

Life in Cornwall suits Fay perfectly. She shares it with a large family, a few chickens, several cats and a couple of dogs – all kept running smoothly with the help of her calm disposition and strong cups of tea.

From an earlier career working with children, she is drawn to helping others where she can.

What is Passive investing?Passive investing is an investment strategy that aims to replicate the performance of an index...
08/09/2026

What is Passive investing?

Passive investing is an investment strategy that aims to replicate the performance of an index by tracking it, which means holding the same stocks in similar percentages. This is considered a lower-cost way to 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: 04/09/2026

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

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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