The people behind the analysis

A small team of research and planning consultants. Every engagement is led by a named consultant you can reach directly.

EH

Edmund Hartley

Managing Consultant

Founded Stonehaven after fifteen years producing market research for institutional investors. Writes the quarterly brief and leads bespoke analysis work.

PR

Priya Raman

Portfolio Structure Consultant

Leads asset allocation and portfolio review engagements. Former fund analyst; makes cost attribution diagrams that clients actually keep.

CM

Colin McRae

Retirement Planning Consultant

Builds the firm's retirement models – State Pension forecasting, drawdown sequencing and sustainable-income ranges. Scotland-based; covers clients north of the border.

SD

Sophie Delacroix

Planning Support Consultant

Handles wrapper strategy education, cashflow planning and second-opinion reviews. Writes most of the firm's guides and client seminars.

How we staff work

One consultant, start to finish


You will not be handed between departments. The consultant who hears your questions in the first call is the person who writes the analysis and walks you through it. Larger engagements pair a second consultant for review – every piece of work is checked by a colleague before it reaches you.

All consultants work to the same published standards: plain English, evidence separated from opinion, and the limits of the work stated on the first page of every document.

One consultant, start to finish

Speak with a consultant

Book a free introduction and we will match your question to the right person.

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