Be Sure
Appointing us could be one of the best financial decisions you ever make
Real results
Whether it’s face-to-face or online, we’re here with you every step of the way. Each solution we create is unique and tailormade to an individual’s needs and our years of experience allows us to find the perfect path for our clients.
Entrepreneurs 
Families 
Senior Executives Outstanding service: Joined-up, efficient and always available
Our aim is to foster close, productive, long-term relationships with a select number of hand-picked clients. As such, Stonecross Investment Office recognises the crucial importance of providing you and your family with unrivalled levels of service and attention.
Your calls will not be screened or routed through a call centre: you will deal directly with a named Principal who has a deep, up-to-date understanding of your affairs, and who will welcome and respond promptly to any contact that is made. As far as we are concerned, there is no such thing as out of hours. Stonecross Investment Office will establish ongoing liaisons with each of your professional advisers as required, from lawyers and accountants to trustees and banks.
Bespoke solutions tailored for a perfect fit
The advice and guidance we give you is based on a comprehensive analysis of your overall financial situation, including that of your family and business where required. Our highly qualified team of experts will work with you to define your priorities and goals and then identify exactly how they will be achieved.
Our dynamic management of your affairs means that all aspects of your life, from your business shareholdings, to your investment portfolios, and your tax and estate planning, will be kept under constant supervision to reflect any changes in your circumstances.
Stonecross Investment Office will provide:
- An Objectives Roadmap, which will set out the current status of your personal affairs and business interests, highlighting interdependencies between them and identifying priorities and long-term goals, and how they will be achieved;
- Dynamic net worth statements, illustrating clearly how personal and business assets and liabilities can change from month to month;
- Ongoing investment portfolio valuations and assessments, as well as monthly market and economic commentaries;
- Access to a Personal Finance Portal where we are able to provide and maintain a Personal Document Vault, which allows you to securely store the likes of Wills, Lasting Powers of Attorney, and the Objectives Roadmap. As well as the obvious security benefits, the vault ensures that you have a personal disaster recovery plan in place and provides both you and your trusted advisers with immediate access to your most important documents and financial information in the event of an emergency;
- Frequent face-to-face reviews.