STEWARDSHIP

Stewardship Wealth

@stewardshipwealth

Inverurie, Aberdeenshire
http://www.stewardshipwealth.uk
Financial Services

Overview

About Stewardship Wealth

Faith, Family & Philanthropy are the core values of this small (but perfectly formed) financial planning firm.

Stewardship Wealth exists to give a small number of individuals/couples/families in the Aberdeen and Aberdeenshire area high quality financial planning and advice.

Recognised in 2020, 2021, 2022, 2023, and 2024 by New Model Adviser as one of the Top 100 Financial Planning firms across the UK.

Directed by UK Chartered Financial Planner of the Year (2015/16) and STEP Worldwide Excellence Award Winner Simon Glazier.

Stewardship Wealth is committed to giving away at least 10% of its gross income to charitable causes.

Headquarters

Inverurie, Aberdeenshire

Website

http://www.stewardshipwealth.uk

Company Size

2-10 employees

Industry

Financial Services

Company Type

Privately Held

Founded

2026

Specialties

Financial Planning, Financial Advice, Retirement Planning, Taxation, Inheritance Tax Planning, Pension Transfers, Philanthropy, Pensions, Investments, Trusts, and Wealth Management

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