Stewardship Wealth

Stewardship Wealth is a financial planning firm based in Inverurie, Scotland, that focuses on providing personalized and comprehensive advice to individuals and families. They distinguish themselves by offering evidence-based investment strategies, emphasizing long-term financial planning, and prioritizing ethical practices. The company is committed to helping clients achieve their financial goals and live a fulfilling life.

Stewardship Wealth is unique for its strong emphasis on faith, family, and philanthropy. They believe in aligning financial decisions with personal values and promoting financial literacy. The firm also aims to create a positive work environment, attracting and training staff to share their knowledge and experience. They have a clear vision for the future, including giving back to the community through charitable contributions and eventually transitioning the business into a charitable trust.

Stewardship Wealth offers a flexible work environment, particularly supportive of those returning to work from career breaks or needing flexibility in their work life. They value sharing their knowledge and experience with others, and are committed to training and developing their staff, encouraging them to pursue their own career goals, potentially even starting their own businesses or taking Stewardship Wealth to new locations.

Stewardship Wealth offers employees a competitive benefits package, including a commitment to fair treatment and a range of protections and benefits. The company prioritizes staff well-being and creates a supportive work environment through regular team lunches, team events, and opportunities for collaboration. The company also provides staff with opportunities for professional development and growth, including training and the chance to earn professional qualifications.

Stewardship Wealth is a financial planning firm dedicated to helping individuals and families live fulfilling lives by making the most of their money and resources. Their mission is to provide evidence-based financial advice and guidance that empowers clients to make informed decisions and achieve their financial goals. Stewardship Wealth prioritizes ethical and responsible practices, exemplified by their commitment to giving at least 10% of their gross income to charity and their long-term plan to create a charitable trust. Their focus is on building a strong team that creates a positive work environment while fostering growth in knowledge, experience, and wisdom.

Stewardship Wealth promotes a culture built on faith, family, and philanthropy. This is reflected in their core values and their commitment to giving back to the community. They strive to create a fun and engaging work environment for their employees, and they prioritize building strong relationships with their clients. Their culture is also characterized by a strong sense of purpose and a desire to make a positive impact on the world.

Stewardship Wealth embraces diversity, equity, and inclusion as core values, aiming to create a welcoming and inclusive environment for both employees and clients. They actively promote equal opportunities in employment, with a focus on supporting those returning to work from career breaks or needing flexibility. The company also emphasizes fair treatment and representation across its team, encouraging open dialogue and fostering a culture of respect and understanding.