0330 038 8940
Based in Derby
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FCA status: Certified by Firm
Stuart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stuart's statusLast checked: 06 September 2026
Stuart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stuart's status
Recent Client Reviews
Stuart has not received any client reviews in the past 12 monthsStuart has not received any reviews in the last 12 months
Stuart has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 11 May 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below4 qualification certificates available to view
Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stuart has not yet added their fees to their profileFees not yet added
Stuart has not yet added their fees to their profile
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Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 5 first impressions)100% of users who are not yet clients had a positive first experience with Stuart
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 5 first impressions)
About
Having gained a wealth of experience working with both personal and corporate clients, I make it my priority to look at the ‘bigger picture’ providing the most effective solutions to my client’s needs. Throughout my career in financial services I have always maintained that the client should come first. I started my first business in 2011 with a clear vision to reduce corporate influence and offer a truly impartial service. We specialise in providing advice in the following areas: - Retirement planning and income options - Wealth management - Estate planning - Personal and business protection - Legal and probate advice