Financial planners here to support you in achieving, growing and maintaining financial security for yourself, your business and your family. Financial planning for clarity and control over your situation, and peace of mind over your future. With accountants and solicitors to ensure their clients objectives are met in the most tax efficient manner possible.
We offer a comprehensive range of financial services. Whilst we like to offer these within the framework of a long-term relationship, we understand there are also times you might need a particular service without ongoing advice. We are a member of Quilter Financial Planning Limited, an award winning network of UK financial advisers.
We offer a comprehensive range of financial services. Whilst we like to offer these within the framework of a long-term relationship, we understand there are also times you might need a particular service without ongoing advice. We are a member of Quilter Financial Planning Limited, an award winning network of UK financial advisers.
Services
About Us
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Henderson Stone & Co Ltd was formed in 2003 with a small team of 4 advisers supported by 2 administration staff. Since then the company has enjoyed consistent growth and currently offers the combined experience of 9 advisers assisted by 7 support staff. Our friendly and experienced advisers cover the whole of Scotland as well as the rest of the UK.
Our Values
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All our dealings with you, as a client, are focused on putting you first. From using clear, understandable language to responding promptly with queries and requests through the whole process of creating and protecting your wealth. We know our clients are at the heart of our business, that's why our focus is on doing the very best for them.
Retirement Planning
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Pension freedoms rules introduced by the Government in 2015 now gives those approaching retirement far more choice over how they use their pension pots.
Gaining more freedom and choice over your pension is generally a good thing, but there is also a greater risk that your money could run out if the wrong choices are made and with life expectancy in the UK increasing, most people today will be looking at a longer retirement with the need for their savings to last much longer.Retirement planning is a critical part of your overall financial planning strategy.
Gaining more freedom and choice over your pension is generally a good thing, but there is also a greater risk that your money could run out if the wrong choices are made and with life expectancy in the UK increasing, most people today will be looking at a longer retirement with the need for their savings to last much longer.Retirement planning is a critical part of your overall financial planning strategy.
Estate Planning
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Making a will is one of the most important things we can do to ensure the right people inherit your estate when you die. It is the first step in making sure your money ends up in the right hands. Many people assume their estate will pass automatically to their spouse or children, but this is not the case and failure to make a will can create difficulties for those left behind.
Mortgage Advice
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In today's competitive marketplace lenders are constantly reviewing and changing the range of mortgages on offer. And with a wide range of interest rate options, the benefits to you are dependent upon your personal circumstances, as well as the economic climate at the time the loan is taken out. Looking for a mortgage is not as simple as finding the lender with the cheapest interest rate, or premium.
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