0330 038 8940
Based in Swansea
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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: 24 July 2026
Stuart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stuart's status
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Recent Client Reviews
Stuart has received 73 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Stuart has received 73 client reviews in the past 12 months; 100% of these have been verified
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: 15 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.
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Qualifications Uploaded
Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowStuart has provided information on their typical fees
Stuart has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
About
I’ve been a financial adviser since 2009, supporting clients to make confident, well informed decisions about their money. I provide advice across all aspects of financial planning, specialising in pension planning, investment management and estate planning. I became a qualified pension specialist in 2017, enabling me to advise on even the most complex pension arrangements. What sets me apart is the way I simplify complex financial matters into clear, practical advice clients can act on with confidence. I prioritise long term relationships, open communication, and taking the time to understand what matters most to each client. I don't believe in one-size-fits-all solutions, I take the time to understand your specific needs to ensure my advice is perfectly suited to you. Whether your priority is growing your wealth, protecting your assets, or planning for the next generation, I’ll work alongside you to create a clear, comprehensive and tax efficient plan tailored to your needs. Outside of work, I love spending time outdoors with my family. With two young boys and a dog, life is just as busy at home as it is in the office.