Eleanor Marsh
Lead adviser · Chartered Financial Planner
Focuses on retirement income sequencing and safeguarded pension benefits. Prefers face-to-face meetings for first engagements, with video follow-ups once paperwork is underway.
About
A practice that still reads every scheme booklet
Stonebridge Financial Consulting began as a small advisory desk in Lang-le-Donnelly, answering the questions neighbours asked after workplace pension statements arrived in brown envelopes. We still treat each client file as a household story first, and a product recommendation second.
Origin
Founder Eleanor Marsh spent a decade in retail banking mortgage centres before leaving to advise families who felt rushed through product sales. The firm’s name nods to the coastal bridges near Lang-le-Donnelly — crossings that only work when both banks are sound. That metaphor still shapes how we talk about risk: sturdy foundations before any leap.
Rhys Morgan
Mortgage & protection adviser
Handles residential lending and family cover. Known for declining cases where affordability looks optimistic on paper but fragile in practice.
Anwen Price
Client coordinator
Keeps transfer packs, ID checks, and meeting notes in order so advisers spend meeting time on judgement rather than chasing missing pages.
How we approach advice
We open with spending and obligations before discussing products. Recommendations must survive a cautious market year and a longer life than the glossy illustrations assume. When an area falls outside our permissions — for example complex overseas tax — we refer rather than improvise.
Values that show up in the file
- Written assumptions you can challenge before anything is submitted to a provider
- Clear fee disclosure before research hours begin
- Respect for existing relationships with solicitors and accountants
- No manufactured urgency around product deadlines that do not exist
Wales, and the wider UK
Our office sits at 8893 Keeling Throughway, Lang-le-Donnelly, Wales, United Kingdom. Clients visit from across Wales; others meet by scheduled video call from England, Scotland, and Northern Ireland. Coastal language in our design is atmosphere — the advice itself remains grounded in UK regulation, tax wrappers, and household cash flow.
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