Stonewood Financial Planning
KT13, Weybridge
(10)
KT13, Weybridge
(10)
For some of our clients ‘long term relationships’ quite literally means we work across all generations of the family. With a broader view across the family and future generations it is possible to ensure the wealth of the ‘Grandparents’ is handled in the most tax efficient manner, preserving wealth for future generations, whilst making certain that our clients still enjoy the fruits of their forward planning and hard earned savings, now.
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10 customer reviews
Ken Varey
Reviewed on Google Maps
Kate Cain
Rachel always finds me the best products for my situation at the time, be it mortgages, pensions or investments. She has handled my finances for well over 7 years: starting with a complete challenge of finding me the right mortgage for my circumstances. She leaves no financial stone unturned and does everything I can't with my money! I could not ask for a safer pair of hands. More...
Reviewed on Google Maps
Liam Taylor
Excellent service from start to finish. Both Lisa and Rachel were a massive help throughout and made the process of buying my first property very smooth and painless. I will of course be recommending them to friends and family and will most definitely be using them again. More...
Reviewed on Google Maps
Lexi Segal
I wouldn't use anyone else.
Reviewed on Google Maps
John Hawkins
Reviewed on Google Maps
Zahir Khan
The service provided by Rachel is EXCELLENT. She searches for the best deals and handles all the boring paperwork for you
Reviewed on Google Maps
Marc Marot
Excellent service as always from Rachel and group Rapport. We’d forgotten that are mortgage was up for review and renewal but she spotted it and without fuss or faff managed to reduce our mortgage payments significantly. Great service from a great company. One of the company principals has looked after my needs for nearly 40 years so you can infer from that the trust I have in them. More...
Reviewed on Google Maps
CRANEE97 GAMES
When we were really struggling to find a mortgage provider at the start of the first Covid lockdown, Rachel pulled it out the bag, she went above and beyond to secure us a deal. . With multiple lenders declining the self employed, we got a great deal with a superb 5 year fixed deal Thanks very much More...
Reviewed on Google Maps
Mark Q
Rachel and Lisa both provided a first class and beyond level of service with fantastic attention to detail, at all times. Can't recommend highly enough!
Reviewed on Google Maps
Karen Fornos Klein
Rachel was amazing at getting us a great mortgage deal, ensuring we had the guidance to take the best decision. she also helped us with our life insurance which is a low cost and keeps us healthy.
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