Stonewood Financial Planning Surrey Revenue
Financial Services • 
Weybridge, England, United Kingdom • 11-20 Employees
Stonewood Financial Planning Surrey revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Key Contact at Stonewood Financial Planning Surrey
Karen Bartholew
Director
Company overview
| Headquarters | Marie House, 5 Baker Street, Weybridge, Surrey KT13 8AE, GB |
| Phone number | +442656267 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2007 |
| Employees | 11-20 |
Stonewood Financial Planning Surrey Email Formats
Stonewood Financial Planning Surrey uses 2 email formats. The most common is {first name} (e.g., john@stonewoodwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@stonewoodwealth.com | 66.7% |
{first name}.{last name} | john.doe@stonewoodwealth.com | 33.3% |
About Stonewood Financial Planning Surrey
We are a full-service wealth management firm that provides comprehensive financial planning and investment management services to individuals and families. Our team of experienced financial advisors take a personalized approach to wealth management, working closely with each client to understand their unique needs and aspirations. We believe that by taking the time to truly understand our clients, we can provide them with customized financial solutions that are tailored to their specific needs. Under the one roof, we offer a comprehensive range of services – investment, mortgage planning, employee benefit schemes and wealth management – provided with a friendly, consultative approach. We will match you with the best adviser to help you with your specific situation. Whichever adviser you deal with, you will benefit from our unique ethos based on an in-depth understanding of your needs, objectives and concerns, together with an intimate knowledge of investments, taxation and financial and HR legislation. Our team have been awarded short listed for the following prestigious awards across the spectrum of advice. 'Winner' Corporate Adviser Small Firm of the Year 2010 'Finalist' Corporate Adviser Small Firm of the Year 2011 'Finalist' Corporate Adviser Best Strategy for Investment Advice on Pensions 2011 'Finalist' Corporate Adviser Small Firm of the Year 2012 Winner "Young Adviser of the Year" Guildford 2015 Finalist "PFS Mortgage and Protection specialist of the year " 2016 Winner "PFS Mortgage and Protection specialist of the year " 2017 Vouched for Guide to the UKs Top rated Adviser 2019, 2020, 2021
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Stonewood Financial Planning Surrey has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Stonewood Financial Planning Surrey has never raised funding before.
Stonewood Financial Planning Surrey Tech Stack
Discover the technologies and tools that power Stonewood Financial Planning Surrey's digital infrastructure, from frameworks to analytics platforms.
Web servers
Font scripts
Performance
JavaScript libraries
Tag managers
Hosting
JavaScript libraries
Form builders
Programming languages
Blogs
Analytics
Databases
United Arab Emirates
India
United States
Canada
Frequently asked questions
4.8
40,000 users
