Stewardship Wealth

Independent Financial Adviser 18 Lairds Grove, Hatton of Fintray, Dyce, Aberdeen, Aberdeenshire, AB21 0JR
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
24th June 2019
Bringing Money to Life! We help you use your wealth to live the life you want.
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Simon Glazier
Director & Chartered Financial Planner
Accreditations
Certified Financial Planner
Where to find us

18 Lairds Grove, Hatton of Fintray, Dyce, Aberdeen, Aberdeenshire, AB21 0JR

Make an enquiry
About us

Stewardship Wealth was set up by Simon Glazier, the UK Chartered Financial Planner of the year 2015/16, in order to provide a highly personalised, holistic financial planning service to a small number of clients.

Having worked at one of the UK's top financial planning firms he has first hand experience of delivering world class financial planning and advice, he is a Fellow of the Personal Finance Society and a Pension Transfer Specialist qualified to give advice on Occupational Pension Scheme Transfers.

Our services

We specialise in retirement planning, helping you work out when you can afford to retire, making best use of your tax allowances and exemptions to squeeze maximum value out of your final few years of work. Then at the point of retirement setting up a cohesive investment and tax planning strategy so you know how much you can afford to spend each year, maximising the enjoment of your time and health while you are young enough to do so. We build a financial plan so you can plan for the future without the fear of running out of money.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

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