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.

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

Like father, like son.Financial advice clearly runs in the family, so we thought it was about time we properly introduce...
30/06/2026

Like father, like son.

Financial advice clearly runs in the family, so we thought it was about time we properly introduced ourselves. Darren and Kieran, the advisers at Stonehouse Wealth Planning.

Working together as father and son gives us a pretty unique way of doing things. Darren brings years of experience and knowledge, while Kieran brings a fresh perspective, but at the heart of it all, we both believe in the same thing and that's looking after people properly.

Being family means we naturally work closely together, and that creates a really personal feel for our clients. We get to know our clients well, build long-term relationships, and support them through all the different stages life throws at them.

We know financial advice can sometimes feel overly formal or intimidating, but that’s never been us! We’re just normal people who genuinely enjoy helping others feel more confident about their future.

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 24/06/2026

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

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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