0330 038 8942
Based in Basingstoke
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
4.9 out of 5
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FCA Regulated
Stuart and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 March 2026
Stuart and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Stuart has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stuart has received 21 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 January 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
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3 qualification certificates available to view
Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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I have been helping people achieve their goals for more than 25 years now. I specialise in helping clients make some of the most important decisions of their lives, by providing face-to-face, professional, and considered financial planning advice. Whether this is building wealth, planning for retirement, protecting what’s important or considering legacy and intergenerational planning. I pride myself on working in an easy to understand and friendly manner, building long term relationships with my clients. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 28/06/2023