What is Stewardship Wealth?
Stewardship Wealth is a purpose-driven financial planning firm with a heart. Founded in 2018 by Simon Glazier, it’s not just about numbers and investments here. It’s about why the business exists and how it can make a difference. The company embraces five clear visions for the future that shape its identity, even if they don’t directly impact client advice. From raising money for charity to creating meaningful employment and training opportunities, Stewardship Wealth is all about blending financial expertise with genuine care and community spirit.
Main Benefits of Stewardship Wealth
Here’s what makes Stewardship Wealth stand out:
- Committed to gifting at least 10% of gross income to charity — and yes, they invite you to hold them to that promise.
- Focus on creating flexible, fun, and challenging jobs in financial planning, especially supporting those returning from career breaks.
- Passionate about training and sharing knowledge, helping people grow professionally and personally.
- Encourages team members to launch their own ventures or expand Stewardship Wealth’s reach, embracing the modern career landscape.
- Long-term plan to gift the entire business to a Charitable Trust, ensuring 100% of profits support charities locally and globally.
Core Values That Drive Stewardship Wealth
At the heart of Stewardship Wealth are three core values: Faith, Family, and Philanthropy. These aren’t just buzzwords — they’re the foundation of everything the company does. While rooted in Christian principles, clients don’t need to share any religious beliefs to work with them. The wisdom found in ancient texts still holds powerful financial lessons today. Family is about finding that sweet spot between money and what really matters — loved ones. And philanthropy? Well, it’s about recognizing that money is either spent or given away, and being generous can truly bring happiness to both giver and receiver.
The People Behind Stewardship Wealth
People are the reason Stewardship Wealth exists. It’s a business, sure, but it’s also a place where folks love to work and clients enjoy coming back to. The team is a mix of fun, knowledgeable, and down-to-earth individuals who believe in creating space for growth — in knowledge, experience, innovation, and wisdom. Whether it’s chatting about life, values, or even sharing quirky hobbies, the team knows trust is everything. If you don’t like them, you won’t trust them, and that’s a dealbreaker in financial planning.
Meet the Stewards
Simon Glazier, the Chief Steward, is a seasoned financial planner with a quirky personality — think board games, bad fashion, and a bowler hat. Timothy Marple brings a global perspective with his varied moves and love for football. Frank Morton, the wise operations manager, has decades of experience and a knack for calming nerves during market wobbles. Emilia Stanczyk, the trainee, is passionate about empowering women and embracing culture. Jo Malcolm, the paraplanner, juggles family life with a love for theatre and interior design. Abi Thomas, the financial administrator, adds a global flair and a love for wild swimming. Together, they form a team that’s as diverse as it is dedicated.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 1: No Poverty — through charitable giving and community support.
- SDG 8: Decent Work and Economic Growth — by creating flexible employment and training opportunities.
- SDG 10: Reduced Inequalities — supporting career returns and flexible work arrangements.
- SDG 12: Responsible Consumption and Production — encouraging thoughtful financial planning and generosity.
- SDG 17: Partnerships for the Goals — building a charitable trust with staff and clients as trustees.
Why Stewardship Wealth Matters
Stewardship Wealth isn’t your typical financial planning firm. It’s a community with a cause, blending faith-inspired values with real-world financial wisdom. It’s about more than just managing money — it’s about making money matter. Whether it’s supporting charities, nurturing careers, or helping clients find balance between wealth and what truly counts, Stewardship Wealth shows that financial planning can be purposeful, personal, and yes, even fun. So, if you’re looking for a firm that walks the talk on generosity and values, this might just be the place.
