Stewardship Wealth

What Stewardship Wealth does

Stewardship Wealth is a UK-based independent financial planning firm founded on 1 April 2018 by Simon Glazier and headquartered in Inverurie, Aberdeenshire, Scotland. It is FCA-regulated (FRN: 794403) and operated by a six-person team that includes two Chartered Financial Planners, an Operations Manager, a Trainee Financial Planner, a Paraplanner, and a Financial Administrator. The firm serves UK individuals and families — including pre-retirees, recent widows/widowers, and households approaching pension decisions — with holistic financial planning that addresses investments, pensions, tax efficiency, and estate planning. Client acquisition is referral-driven, supplemented by an active blog and a VouchedFor review profile; no intermediary or channel-partner distribution is used.

The core service is a lifetime cash flow model that projects a client's financial position over their lifetime to guide decisions on retirement timing, investment risk, and tax exposure. Investment delivery is anchored in a partnership with Dimensional Fund Advisors, applying an evidence-based investing methodology that the firm describes as Nobel-Prize-linked. Supporting technology includes the Stewardship App (secure messaging, document storage, portfolio viewing, digital signing) and a complementary ESG-influenced offering called True Wealth Portfolios. Pricing is not publicly disclosed; revenue is generated through recurring advisory fees for ongoing financial planning and professional-service fees for investment management.

Commercially, the firm pursues a values-led positioning: it is B Corp certified (announced December 2023), has pledged at least 10% of gross income to charity, and has publicly stated an intent to eventually gift the entire business to a Charitable Trust. The firm does not raise external capital, has no parent company or subsidiaries, and has not completed any M&A activity disclosed in the source material. Geographic scope is UK-only with no stated expansion plans beyond that market.

Name

Stewardship Wealth

Legal name

Stewardship Wealth Limited

Website

https://stewardshipwealth.uk

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Stewardship Wealth is a UK independent financial planning firm founded in 2018, serving UK individuals and families with holistic financial planning, evidence-based investment management via Dimensional Fund Advisors, lifetime cash flow modeling, and ESG-aligned portfolios from Inverurie, Scotland.

Ownership category

akta.pro rank

Product category

Financial Planning and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Financial planning services
• Wealth management advice
• Investment management UK
• Retirement planning services
• Evidence-based investing

Headquarters

HQ city

Inverurie

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning and Advisory Services: Ongoing financial planning services including annual review meetings, financial coaching, and holistic planning addressing investments, pensions, tax efficiency, and estate planning. Revenue derived from advisory fees for planning services.
2. Investment Management: Investment advice and portfolio management using evidence-based investing approach through Dimensional Fund Advisors. Fees likely associated with investment advice and fund selection.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Stewardship Wealth provides holistic financial planning services for individuals and families, including retirement planning, pension analysis, estate planning, tax-efficiency planning and evidence-based investment management. Investment portfolios are built primarily using Dimensional Fund Advisors funds under an evidence-based (Nobel Prize-winning) investing philosophy, supported by a proprietary lifetime cash flow modeling tool and the Stewardship App for secure client communication, document management and portfolio viewing.

Product overview

Stewardship Wealth is a financial planning firm offering an integrated suite of services centered on holistic financial planning and evidence-based investment management. The core offering combines financial planning services (retirement planning, pension advice, estate planning) with investment management through True Wealth Portfolios, supported by lifetime cash flow modeling technology. The Stewardship App serves as a client-facing digital portal for secure communications, portfolio monitoring, and document management.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Financial Planning Services

Quantifiable outcome

• Clients can retire earlier than planned when financially viable, as demonstrated by Graham case study where client retired 5 years early.
• +1 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Dimensional Fund Advisors (DFA)coreTechnology or IntegrationPrincipal fund manager for Stewardship Wealth's investment approach. DFA provides evidence-based investment funds that align with the firm's Nobel Prize-winning investment philosophy. The firm references Dimensional research and uses their funds as the core of client portfolios.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• St. James's Place: UK's largest wealth manager with a national adviser network serving mass-affluent and HNW individuals. Comparable target market but a broad incumbent with a fundamentally different partnership-distribution model.
• Rathbones Group: Listed UK wealth manager providing discretionary investment management and financial planning to individuals, charities, and intermediaries — a large incumbent in the same UK wealth advisory space.
• Hargreaves Lansdown: Largest UK direct-to-consumer investment platform offering funds, pensions, and limited advice. Not a direct advice peer but competes for the same UK retail wealth clients and sets the fee benchmark Stewardship Wealth must justify.
• True Potential: UK financial services and technology business providing adviser platform and wealth management services to mass-affluent and HNW clients — competing with Stewardship Wealth's segment but at materially larger scale.
• Charles Stanley: UK wealth manager offering investment management and financial planning services to private clients, with comparable target market and Chartered-aligned advisers but at much greater scale.
• Evelyn Partners: One of the UK's largest wealth managers and chartered financial planners, offering holistic advice and investment management to HNW individuals — a scaled, broad incumbent operating in the same category.

Direct peers

• Saunderson House: UK chartered financial planner providing fee-based holistic financial planning and investment advice to HNW individuals, with a similar coaching-led, evidence-based approach to Stewardship Wealth.
• EQ Investors: UK-based wealth manager specializing in evidence-based, sustainable/ESG investing for individuals and families. Highly comparable to Stewardship Wealth on philosophy, client segment, and values-led positioning.
• Paradigm Norton: Bristol-based chartered financial planning firm using evidence-based investing and Dimensional Fund Advisors, serving HNW individuals with holistic financial planning — directly comparable on service model and investment philosophy.

Others

• VouchedFor: UK review and lead-generation platform connecting consumers with financial advisers. Stewardship Wealth lists on VouchedFor; treated as an ecosystem participant that shapes client acquisition in the UK IFA market rather than a direct competitor.

Market position

Strengths2 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/stewardshipwealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stewardship Wealth