Stonewater Wealth Management

The Founders: Geoff Catterall, Jeff Noblett and Gary Lea share the same vision which is to provide a dedicated service whilst maintaining an entrepreneurial spirit and encouraging personal and financial growth for both individuals and businesses. Four years ago, the three successful businessmen united their talents and experience with a view to changing the face of financial advice in the North West and beyond. Geoff Catterall Having built up 28 years experience in the industry, Geoff has worked for some of the UK's most prolific financial organisations, including Clerical Medical, Bradford and Bingley and Scottish Widows. With his knowledge of the financial services industry combined with a passion for personal and business growth, Geoff prides himself on the delivery of a cutting edge and ambitious service through which his clients receive maximum benefits. Geoff enjoys working with clients of all ages and backgrounds and his personable approach, vast experience in financial planning and an informed knowledge of behavioral finance equip him with the tools to help individuals achieve their ultimate financial goals. His specialist areas include retirement planning and investment advice, income protection, life protection and critical illness protection. Geoff has a specialist qualification in Pensions and Retirement Planning and he is currently working towards becoming a Chartered Financial Planner. Outside of work he has a daughter, Charlotte, and loves to entertain friends and family. He also enjoys walking, squash and holiday breaks to the Lake District. Gary Lea Gary has amassed ten years experience in the financial services industry and as the youngest of the founder directors, his passion for new approaches, methods and technologies helps to maintain Stonewater’s cutting edge position in the market. Gary’s entrepreneurial approach engages a vast and varied clientele and he is especially well positioned to provide financial and lifestyle planning that caters for clients and their ever changing requirements. He is actively involved in retirement planning and investment advice for individuals and also provides pension and life assurance advice for businesses. Gary graduated from Liverpool John Moores University in 1996 with an honours degree in Politics and he also holds the Diploma in Financial Planning. Currently he is studying to become a Chartered Financial Planner. His specialist areas include pensions and investment as well as long term care. Outside of work, he is married to Sarah and the couple have just celebrated the arrival of their first child, Evie. He is a keen cyclist and is passionate about travelling and seeing the world. Jeff Noblett With 33 years experience in the industry, Jeff is the veteran advisor and most experienced founder director. Having worked for some of the UK’s most recognised financial organisations, such as Halifax and Scottish Mutual Assurance, his knowledge of both the traditional and modern day industry has enabled him to become an authority on financial matters and as such, he is ideally placed to provide advice and direction in the most complex of scenarios. Jeff’s unique approach to business compounds straightforward and proficient guidance with a specialist knowledge and technical expertise of pensions. His confident and likeable manner ensure that his clients are provided with a solid financial planning service as well as an all-encompassing approach to future financial success and security. He has been a Financial Planner since the year 2000. Jeff has a specialist qualification in Taxation and Trusts and is working towards becoming a Chartered Financial Planner. He loves to spend time with clients and is proficient in re-educating and advising them about the benefits and implications of their decisions regarding pensions. Jeff has two children and is engaged to his partner, Donna. He is also a keen golfer and sports enthusiast with a passion for sailing and football.

Address: Tarleton Office Park, Windgate, Tarleton, Lancashire PR4 6JF, United Kingdom

Phone: +44 1772 287 778
FAX: +44 1772 812 434