About Stonehaven Investments
An independent research and planning consultancy for UK private investors – deliberately structured so that we cannot sell you anything.
Built around a structural absence: nothing to sell
Stonehaven Investments was established in London by research analysts who had spent their careers watching the same pattern repeat: private investors receiving confident recommendations shaped, at least in part, by what the recommending firm had to sell. The name was chosen deliberately. A stone haven is a harbour cut from solid rock – shelter that does not depend on anyone's goodwill.
The firm's structure follows the same logic. We do not hold client money, so there is nothing to misplace. We accept no commissions, so there is nothing to steer towards. We publish fixed fees before work begins, so there is nothing to negotiate in the dark. What remains is the work itself: research, explanation and planning support, delivered in writing and in plain English.
We work with UK-resident private investors at every scale – from a first ISA contribution to portfolios assembled over decades. Some clients come to us for a single research brief; others retain us through the year for planning support. Either way, the scope and the fee are agreed before any work starts.
What we hold to
Independence you can verify
Our independence is structural, not stylistic. No client money, no commissions, no provider relationships. Ask us who pays us and the answer is always the same: the client, in advance, by fixed fee.
Plain English as a discipline
If an analysis cannot be explained without jargon, the analysis is not finished. We write as if the reader were intelligent but new to the subject – because that describes most of our clients on most topics.
Honesty about limits
We do not predict markets, we do not promise returns, and we do not give regulated personal recommendations. Stating our limits is not a disclaimer bolted on at the end; it is the business model.
The firm in brief
What we are – and what we are not
We are
- Independent research analysts and planning consultants
- Providers of market analysis, frameworks and education
- Fixed-fee engagements agreed in writing
- Available across the whole of the UK
We are not
- Authorised or regulated by the Financial Conduct Authority
- Able to give personal investment recommendations
- Able to hold, manage or transmit client money
- A substitute for regulated advice where your situation requires it
Talk to us about your questions
A thirty-minute introductory call costs nothing and commits you to nothing.
Book an introduction