Stuart is a proactive, fully qualified IFA with 19 years in the financial services sector. Starting with a Degree in Business he worked for Rothschild’s as a Treasury Analyst, moving on to be a Risk Analyst launching Cahoot Bank(Abbey/Santander), he runs a property letting business and has been client advising since 2007.
Stuart relishes explaining technical details in a relaxed, easy to understand and clear manner. He specialises in tax mitigation, pension & investment performance and analysis.
Outside of work, Stuart has rowed for Great Britain as a Junior, completed the Marathon Des Sables (160mile Trans- Saharan Running Race) and in 2013 completed the Barcelona Ironman Distance Triathlon in Under 10 hours qualifying for the World Championships.
DipPFS: Diploma in Financial Planning
CeMAP: Certificate in Mortgage advice & practice
CertCii(ER): Certificate in Equity Release & Home Reversion Plans
CertPFS: Certificate in Financial Planning
BA(Hons): 2:1 Business Management