Based in London
Stuart has over 20 years experience in Financial Services, attaining both the Chartered and Certified Financial Planner qualifications with the Chartered Insurance Institute and Institute of Financial Planning.
Stuart advises individuals on all aspects of their financial planning, with the aim of helping clients realise their life goals. In many cases, this is achieved by doing the simple things with a disciplined approach. Stuart specialises in clients requiring a more detailed overview of all their financial assets, including bespoke quarterly reporting, monitoring of multiple investment managers and tax planning solutions / structures.
Stuart also works with a number of charities and corporates, focusing on cash management and investment consultancy.
Outside of work, Stuart enjoys spending time with his wife and two very energetic daughters – although his wife would say that he enjoys cycling in Belgium much more.
Office: 0208 194 8870
Mobile: 07880 089417