Stuart has worked within the financial services industry since graduating from University. His main objective is to build long term relationships with his clients as he believes that this is key to ensuring that the financial advice he provides is tailored to the needs of an individual.

The ongoing relationship is maintained through regular meetings which will normally be conducted on a face to face basis. This provides an opportunity to build up a good understanding of the financial aspirations and objectives which his clients have and to address any change in circumstances in a timely manner.

The advice Stuart provides is based upon holistic financial planning which means that his clients benefit from having one adviser comprehensively managing all aspects of their financial planning both in terms of their personal needs and also in terms of business needs where there is a requirement for this level of advice. Stuart’s experience has taught him that everyone holds an individual perspective when it comes to their financial planning and this can only properly be addressed if bespoke advice is offered.

He feels reassured that there is a wealth of knowledge available as a result of the expertise on offer from St. James's Place as they are in a position to ensure that the advice he provides is relevant and compliant in the ever changing environment of financial services.

Stuart recognises the importance of treating his clients with integrity, as this demonstrates the fact that his business is based upon ensuring that he is acting in the best interests of his clients. Upholding these values means that business has grown as a result of personal recommendations which gives him a great deal of satisfaction.

Qualifications

• Diploma in Financial Services