Senior Financial Consultant
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Equity Release
Certificate in Mortgage Advice
Certificate in Financial Planning and Lifetime Mortgage Activities
Certificate in Life & Pensions
Exams: J02, R03, CF1, CF2, CF3, CF4, CF5, CF6, CF7, HR1
Stuart has been a financial consultant for over 12 years, and now specialises in investment and retirement planning, trust planning and wealth preservation. He has a particular interest in helping clients who have sustained personal injury and require careful on-going financial management.
Previously, Stuart was a Paramedic and Senior Manager within the Westcountry Ambulance Service. During this time he achieved a Diploma in Management at Plymouth University. Stuart is married with two children.
Stuart holds a black belt 3rd degree in TaekwonDo, and is a qualified coach and first class umpire. Other interests include sailing in and around Plymouth waters, cooking (and eating!), reading, music and several outdoor pursuits.