Stuart S

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Stuart S

Director & Chartered Independent Financial Adviser​

Stuart is a Director and Co-Owner and specialises in Retirement Planning. He advises on Estate Planning and looks after many clients Inheritance Tax needs.

Stuart also helps many clients with their Wills to ensure that their wishes after death will actually be met. In addition he deals with the Office of Public Guardian on behalf of clients to ensure that Power of Attorneys are completed and processed correctly.

Stuart also heads up the compliance function within the business to ensure all Common Sense advisers adhere to strict codes of conduct. With over 20 years’ experience since joining the industry in 1999, Stuart is a Chartered Financial Planner.

Outside of work, Stuart spends time with his family including holidays in the sun and watching and playing as many sports as possible. Stuart is a keen golfer and enjoys playing with his 2 grown up sons. Coming from New Zealand, he is a keen follower of the All Blacks

Testimonials


I feel your overall service has been most helpful, comprehensive and in my best interest. You always give clear guidance to the reason behind things and have made sure I'm on the right track and I know you are always at the other end of the phone should I need any help. I'm very happy with the service you provide, and look forward to continuing on track for the future. Elizabeth Osborn - Birmingham

You advise us on the optimisation of savings, investments and pensions guided by a sensitive awareness of our attitude to risk i.e. good, sensible, professional advice on the options available and their hidden and often unsuspected complexities/opportunities. Similarly, provide sound guidance on inheritance and general financial planning based on astute and sympathetic appreciation of our family circumstances. Exhibit easy approachability and patient tolerance of the questions of the financial layman. You give us great confidence and peace of mind that we are receiving advice based on professional competence, genuine concern for client care and, most important of all, personal integrity. Ed & Margaret Swatman, Rolleston On Dove

I thoroughly enjoyed our conversation and was impressed with your industry leading wealth management business. Thanks for sharing your feedback and the details of your wealth management process. Gregory J. Stark - MD at Russell Investments EMEA

I find your service exceptional and I was pleased that you took me on as one of your clients, I have no complaints to make as you are very informative at our meetings and explain everything in good detail, which makes it easier for me. Thanks for everything. Trevor Gallier - Walsall

Very clear explanations and patience with my ignorance/stupid questions. I feel much much more comfortable about my finances since using your services. Dr Una O’Sullivan - Egham

Over the past 22 years, I have worked with over 2,000 advisory teams in the UK, US and Canada. Most of these teams recognize their importance in helping clients achieve their financial vision. Those who are successful in serving this purpose create engaged clients and implement a referable service model. Common Sense Financial Planning’s ability to implement ranks among the best of those I have worked with. Steve Moore - President Moore Solutions