Senior Financial Planner
Stuart has been a financial planner for over 25 years, and before that was an NHS Paramedic. By maintaining strong relationships with his clients over many years, Stuart is able to help them identify and achieve their financial goals. Working together, using his extensive financial planning knowledge and experience, a detailed cash-flow plan is created and regularly updated to ensure everything remains on track. Clients are literally able to ‘see’ what their financial future might look like which is invaluable when making important decisions. Stuart specialises in investment and pension planning, wealth preservation for future generations, and long-term care planning. He is also interested in helping businesses to protect themselves and their key workers, which is a vital but often overlooked area.
Stuart is married with two teenage sons and lives in Plymouth. He is a qualified Psychotherapist, volunteering for the Bereavement Counselling Service in his spare time. He is a Taekwondo 5th dan black belt Instructor, and passionate about the mental health benefits of traditional martial arts training, which is so important in this day and age.