# Stonewood Wealth Management

Stonewood Wealth Management is a Bank / Wealth / Trust based in Weybridge, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Weybridge, United Kingdom
- **Region:** Europe
- **Address:** Weybridge, Surrey, United Kingdom
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** stonewoodwealth.com
- **LinkedIn:** https://gg.linkedin.com/company/stonewood-investment-management-limited

## Regulatory record

- **Reports private funds:** No

## About

Stonewood Wealth Management was established in Weybridge, Surrey, a town with a high concentration of private wealth in London's commuter belt. The firm built its practice around independent financial advice and discretionary portfolio management for high-net-worth individuals, families, and trust structures. Its founding identity is rooted in the UK's post-RDR advisory landscape, where firms must demonstrate clear fee transparency and fiduciary positioning rather than commission-driven sales. The firm constructs multi-asset portfolios spanning direct equities, government and corporate bonds, and collective investment schemes, including exposure to private equity and real-asset funds where client suitability permits. Its investment committee oversees tactical tilts within strategic allocations, blending passive core holdings with active satellite positions. The geographic footprint centers on the UK and Europe, with selectivity in US and emerging-market exposures driven by valuation and currency considerations. Stonewood maintains a compact professional team typical of boutique wealth managers, with headcount concentrated in advisory, paraplanning, and investment operations. The Weybridge office serves as the sole hub, reinforcing a deliberate focus on in-person client relationships in the Surrey-London corridor rather than a multi-city expansion strategy. The firm's retained-agency model, where client assets typically sit on third-party custodial platforms, structures its regulatory posture distinctly from balance-sheet-dependent banks. Structurally, Stonewood operates as an independently owned wealth manager, not a division of a larger banking group, which keeps its investment committee unconstrained by captive product mandates. This independence allows the firm to terminate manager relationships promptly when performance deviates and to recommend tax-optimized structures that a vertically integrated institution might avoid.

## Questions

### What is the firm's investment management approach?

The firm runs discretionary multi-asset portfolios with a mix of direct securities and fund holdings across public equities, fixed income, and alternatives. An investment committee governs tactical allocation shifts, while the underlying building blocks blend low-cost passive exposure with active managers selected through a manager-research process.

### What types of clients does Stonewood serve?

Its client base includes high-net-worth individuals, families, and trust structures, predominantly located in the Surrey and London regions. The firm's location in Weybridge positions it to serve both established local wealth and City-based professionals seeking independent planning outside institutional private banks.

### How does the firm manage conflicts of interest?

As a fee-based advisory firm operating under UK FCA regulation, Stonewood is subject to the Retail Distribution Review standards that prohibit commission-bias in investment recommendations. Its independent ownership structure and third-party custody model remove several conflict points inherent in vertically integrated wealth managers.

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- [Stonewater Wealth Management](https://altss.com/profile/stonewater-wealth-management-swm)
- [StoneX Advisors](https://altss.com/profile/stonex-advisors)

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Last updated: 2026-07-06T01:24:26.114Z

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