Bringing money to life ...

Explore how we do this

stewardship noun

stew·​ard·​ship | \ ˈstü-ərd-ˌship, ˈstyü-; ˈst(y)u̇rd-\

the conducting, supervising, or managing of something, especially : the careful and responsible management of something entrusted to one’s care.

Our Purpose

Why we do what we do...

Stewardship Wealth has 5 visions for the future. Whilst these don’t impact the advice and planning that clients receive, they help you understand why we exist. They are: ...

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Our Process

The job of a Steward is to ‘manage something entrusted to one’s care’. In our case it’s the management of not only your money, but also your lives and your legacy, which are so dependent on all that your money can be used for. The most important job of a financial planner is understanding you, so most of our time is spent finding out what matters to you, what you want to achieve and what you would consider a life worth living. Then we’ll pull out our proverbial ‘tool-kit’ to see if we have the right tools to help you achieve that life. This means more than just taking care of your investments. True wealth management means working with you on a consultative basis to address your entire range of financial issues.

As part of this holistic financial planning process we will build for you a model of your financial future. This lifetime cash flow model will help you make decisions today based on the impact that they will have on you in the future. We want to make sure that you don’t work longer than you need to, don’t take more investment risk than you need to, and don’t pay more tax than you need to. The lifetime cash flow model helps you make decisions that will allow you to sleep at night and still fulfil your dreams and ambitions.

At Stewardship Wealth you will benefit from a Nobel Prize-winning investment approach which is not based on speculation but has been designed to efficiently capture the returns of investment markets. This is referred to as ‘Evidence Based Investing’ and our aim is to maximise your returns without you taking unnecessary risks or paying unreasonable costs.

Case Studies

Munro – A New Home

The Munros were in a bit of a quandary.  Having recently finished working for a large national firm, and wanting to plan for a comfortable retirement they had two issues; Pensions and Property. Mr Munro was a member of a Final Salary Pension scheme, and he wanted to know whether he should start to take … Continued

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Corbett – Peace of Mind

Mrs Corbett was recently widowed, and returned to the UK with her four (still dependent) children.  She was in receipt of a Spouse’s pension but also received a substantial sum of Life Assurance which she had invested in a variety of bank accounts to try and reduce the risk of losing any of it if … Continued

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Graham – Early Retirement

The Grahams were still a few years away from their planned retirement age, but Mr Graham had a couple of colleagues who had retired early after engaging with their financial planner, Simon Glazier.  He wanted to find out if he could do the same.  Their priority in life was to support the local church, with … Continued

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Gold Standard Financial Planners

The Chartered Financial Planner title is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.

Simon Glazier won the UK Chartered Financial Planner of the Year Award for 2015/16