You probably want to know if Stewardship Wealth is the right kind of financial planning firm for someone like you. Why not take a look at the following case studies of real clients and what we did for them. This will give you an idea of the sort of people who choose to work with us and the sort of outcomes we help create.

These are stories of clients of Stewardship Wealth, but the names have been changed to protect their identities.

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

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

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

What would your case study say?

They approached Stewardship Wealth wanting to find out if they had enough to live out the life they had always dreamed of. They needed to find someone they could trust to guide them through the decisions ahead of them, and to let them know that it was going to be alright, even when the stock … Continued