Clear thinking for private investors
Stonehaven Investments is an independent research and planning consultancy for UK private investors. We explain markets, test assumptions and help you make your own decisions with confidence – without managing your money or selling you products.
Independent research, written for you – not for product providers
Most private investors are served by businesses with something to sell: a platform, a fund, a policy. Stonehaven Investments was founded on a simpler premise – that investors deserve analysis with no product to shift. We are paid only by the clients we work for, in fixed fees agreed in advance.
Our team produces market analysis, portfolio-structure frameworks and planning support across pensions, ISAs and tax-efficient structures. Everything we write is designed to be read and understood, not to dazzle. Where the honest answer is that nobody can predict next year's markets, we say so.
- Founded to remove conflicts of interest, not rebrand them
- Fixed fees agreed in writing before work begins
- Plain-English analysis you can act on yourself
Three disciplines, one standard of clarity
Market analysis
Economic and valuation context in plain English – what is priced in, what is not, and which risks deserve your attention this quarter.
Learn more →
Asset allocation guidance
Framework-based guidance on structuring a portfolio across equities, bonds, property and cash – the decision that drives most of your long-run outcome.
Learn more →
Retirement planning support
How much is enough, when can you stop, and how should income be drawn? We model the trade-offs so you can choose deliberately.
Learn more →We would rather be useful than impressive. An investor who understands their own portfolio will out-behave an investor who merely owns one.
The Stonehaven approach, in four steps
Discover
A free introductory conversation establishes where you stand and what questions actually matter.
Research
We analyse markets, costs and structures relevant to your brief – and show our working.
Explain
Findings arrive as written analysis in plain English, walked through on a call, never as a sales pitch.
Support
You implement through providers of your choice. We remain available for reviews and second opinions.
Wondering whether we can help?
The introductory call is free, takes thirty minutes, and carries no obligation. If your question needs a regulated adviser, we will tell you so directly.
Guides for considered investors
The firm in numbers
Structurally independent
We hold no client money, take no commissions and answer to no product provider. Our only product is the quality of our analysis.
Read about our model