No Suits, No Surprises
We’re an independent financial advice team creating bespoke strategies for our clients to help them invest, protect, and plan for their future.
Our client relationships are at the core of our business. We’re approachable, accountable and hugely enthusiastic about what we do. But don’t just take our word for it, scroll down and see what some of our clients have to say…
Client Testimonials
We are proud to have nurtured relationships with a diverse group of private clients. Whatever their age, background or circumstances, our audience share one common goal; financial security.
"Stuart and his team at Slone Capital have that rare mix of knowledge, intelligence and the ability to listen to a client’s personal needs. They keep across latest developments and always ensure that often complex data is presented in a way that we non-finance types can understand. They make clients feel confident in making the big, important decisions that will have a huge impact on their lives."
Simon Harrison
"In a financial adviser you look for someone who is knowledgeable, someone who can provide solutions to your problems, someone who doesn’t over complicate the options available to you and most importantly, someone who you can trust. Stuart was able to fulfil all these requirements, and for the first time in 25 years I was provided with the confidence I needed to make the most appropriate decisions in respect of my pension and financial planning. I feel honoured to be represented by Stuart and his team and would recommend them to anyone seeking similar assurances."
James Steele Perkins
"Stuart and his team were fantastic from start to finish, in undertaking a recent transaction for me. Coupled with the first class, regular advice and services they provide, I can rest assured that my financial affairs are in excellent hands."
Joanne Stovell
"We have come to rely on Peter and the team at Slone Capital, they have been with us for many years, providing advice, support for all our investment and pension needs. They have made the whole process as easy as possible, explaining the options open to us and always being there, whenever we need support and guidance. Its great knowing they are there to help whenever we need them."
Carl and Jane Edwards
"I have been incredibly impressed with the professional approach, the fine detail and the very defined processes employed by Slone Capital. Usually when considering financial transactions, I am amazed and overwhelmed with the amount of jargon, red tape and unnecessary complexity. Quite simply Slone Capital made it easy, explained the options clearly and delivered very strong results."
Chris Luff
"I very much appreciate all the work the team at Slone Capital do in managing my pension fund for me, it's been a pleasure dealing with you all and watching my portfolio grow over the years."
James Poole
What We Do
INVEST
- Risk-adjusted investment strategies
- Individual savings accounts (ISAs) (including junior ISAs (JISAs))
- Pension implementation, review and consolidation
- Final salary scheme analysis and review
- Pension fund withdrawal through annuities and drawdown contracts
- Esoteric investment schemes including structured products, enterprise investment schemes (EIS’s) and venture capital trusts (VCT’s)
PROTECT
- Person and family life Insurance
- Critical Illness over
- Family and income protection
- Inheritance tax mitigation
- Company & Shareholder Life cover
PLAN
- Retirement planning
- Objective-driven savings strategies
- Income planning through tax-efficient investments
- Inheritance tax planning
- End of year tax planning
Our Team
Stuart Slater
Director & Wealth Planner
Stuart is the co-founder and co-director of Slone Capital. An Engineering Graduate from the University of Portsmouth, Stuart established Slone Capital after 10 years working in the insurance and investment space.
Based on his experiences he saw the need for a less formal, more client focused business model and set about redefining the stuffy outdated behaviours of the industry. When he’s not working, he likes to be outdoors with his young family or escaping to the Alps as and when he can get away.
Peter O’Neill
Director & Wealth Planner
Pete, co-director of Slone Capital, amassed over 20 years consultant and management experience in the insurance industry before deciding to step off the corporate ladder and turn his Irish charms to co-founding Slone Capital.
He is passionate about delivering value throughout the guidance process and leaving clients with a clearer understanding of their wealth. Outside of work he likes to spend time with family and friends, enjoying breaks wherever possible at the family home on the Norfolk coast.
Amy Claxton
Business Manager & Senior Paraplanner
Amy is our business manager and senior paraplanner. She has been a member of the Slone Capital team since February 2018 and has been integral in the development of our slick systems and processes. Prior to joining us, Amy achieved a BSc in Economics from the University of East Anglia and a Post-Graduate Diploma in Development Management from the Open University. Amy now holds a Diploma in Regulated Financial Planning and is currently working towards Chartered status.
Outside of work, Amy can usually be found with her nose in a book or enjoying good food with family and friends. Her favourite place to be is in the mountains, either hiking in the Lake District or skiing in the Alps.
Lisa Boreham
Practice & Compliance Manager
As our practice & compliance manager, Lisa ensures our business is efficient and compliant, allowing the team to focus on their core roles. With a background in outsourced payroll, she has a strong eye for detail and is currently working towards her diploma in financial planning.
In addition to working at Slone Capital, Lisa’s other passions are fitness and nutrition, as well as coffee and wine, though not necessarily in that order.
Owen Wright
Account Manager & Trainee Paraplanner
Owen joins us as a graduate from Nottingham University and is our account manager and trainee paraplanner. With an interest in all things tech, he also keeps our online content sharp. Owen’s aspirations are to build on the foundation of his finance degree and forge a career in financial services.
Outside of work Owen is a keen footballer and cricketer. He also enjoys spending time abroad and experiencing new cultures.
Brodie
Dog
Brodie is our office dog and joins us from a litter of 6. Whilst not being particularly strong in any aspect of financial planning, he uses his waggy tail to strike up conversations with strangers in coffee shops, whether you want them or not. A career in client acquisition and networking awaits, until then he is focussed on improving his walk/life balance.