Stuart

Contact

01543 263008

stuart@csfpl.co.uk

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Stuart

Director & Chartered Financial Planner

Stuart has 25 years financial services experience.

He is a Chartered Financial Planner and is a Master Life Planner of the Kinder Institute of Financial Planning.

Get to know Stuart

When he’s not at work Stuart enjoys golf, football, spending time with his family, exercise and going to the theatre.

The, very important, small print

All UK based financial advisers are registered with the Financial Conduct Authority (FCA) and appear on their register.

If someone says to you that they are a financial adviser and they don’t appear on the FCA register it could be an early warning sign of a potential financial scam.

As well as appearing on the register, all financial advisers and planners should hold a valid Statement of Professional Standing (SPS). Issued by a body accredited by the FCA this proves that:

  • The adviser complies with a code of ethics
  • Holds the required qualifications for the advice they give
  • Has completed appropriate ongoing development to ensure their knowledge and skills are kept up to date

Never take financial advice from anyone who doesn’t appear on the FCA register or hold a valid Statement of Professional Standing.

Please click here to visit Stuart’s entry on the FCA register.

Please click here to view Stuart’s Statement of Professional Standing.

Get to know Stuart

What’s your proudest moment so far in your financial services career?

“Becoming a master of Life planning via the Kinder institute, which puts a purpose to all of our planning for clients.”

What do you enjoy most about your work?

“Watching our clients lives change as a result of our advice.”

Why is financial planning so important?

“Without proper financial planning, too many people are too fearful of running out of money, that they don’t live the fullest life and end up with regrets.”

Full English or Continental?

“Full English.”

Summer or winter?

“Summer.”

Countryside or seaside?

“Seaside.”

Fiction or non-fiction?

“Non-fiction.”

The Beatles or The Stones?

“The Beatles.”

Savory or sweet?

“Savory.”

Sunrise or sunset?

“Sunrise.”

Testimonials