Expertise
Stuart has been in the financial services industry for over 20 years. The early part of his career involved dealing with businesses and business owners while serving as a Commercial/Corporate Relationship Manager for two banks. In his 10 years as a financial planner, he has successfully assisted clients in achieving their financial goals. Throughout his career, Stuart has held client relationship roles and prides himself on being approachable, helpful, and dedicated to providing time to his clients. He holds the title of a Diploma-qualified Financial Adviser and retains his status as a Chartered Member of the Institute of Bankers of Scotland.
In his role as the Head of Corporate Financial Planning, Stuart not only attends to his existing clients but actively receives referrals from them to assist others. He also collaborates with other members of the team when necessary to ensure that the right professionals are managing the client's needs.
Highlights
- Over 20 years of experience in Financial Services
- Diploma-Qualified Financial Adviser
- Chartered Member of The Chartered Institute of Bankers Scotland
- Majority of clients are based in Scotland
- Specialisms
- Retirement Planning
- Cash Flow Modelling
- Inheritance Tax Planning
Within Corporate Financial Planning, Stuart can provide:
- Wealth Management for Business Owners/Executives within the business – including retirement planning, intergenerational and inheritance tax planning, etc.
- Services for the business itself – corporate pension review, Employee Benefits (Group Life, Private Medical, etc.), Financial wellbeing, and education seminars.
- Support for Staff & Managers – Surgeries, 1-1s (free financial health check), pension reviews, savings, and cash flow modelling.
