Loadstone Group was established by a senior management team from a global financial institution that sought out to create a fully independent wealth management boutique. Many financial services companies set out to be independent but over time, as they grow, inevitably lose their independence to better control their distribution of products and to expand further into other business areas.

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Despite its growth, Loadstone has kept a focus on independence and ensured that its structure reflects that in every way. Throughout our offices and divisions we retain the presence and offerings of a large corporate but still very much operate and treat our clients like a small boutique.

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Through a careful and well structured process we work with our clients to identify what their goals are and match the correct offering from our wide range of products and services to assist them as efficiently as possible in achieving those goals.

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Our services include:

• International Investments

• UK & Overseas Pensions

• International Saving Plans

• Education Fee Planning

• Online Trading Platform

• Estate Planning & Trusts

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To find out more about our offerings or to arrange a free consultation with one of our experienced Wealth Managers kindly go to the contact page and get in touch today.