Stuart Rossiter

Thank you for taking the time to view my profile. I have worked in financial services my whole career and with over 20 years of experience providing advice to clients. I believe that long and lasting relationships with clients should always be based on honesty, trust, and transparency. My financial advice is never delivered using baffling, technical jargon. Instead, financial planning should always be delivered in a straightforward, clear, and understandable way, enabling the client to make an informed choice with absolutely no pressure. Before becoming an independent adviser I spent many years working as a Private Banker looking after high-net-worth individuals for a large UK bank. I am dedicated to remaining impartial and fully independent, to provide the very best service to my clients but also offer choice and access to every financial solution, providing you with a comprehensive and fair analysis of the relevant market. On a more personal note, I am married with two children, and a lot of my time is spent with my family. I enjoy keeping fit which mainly involves running when time allows. I can help with a wide range of financial enquiries, for example: Investments, ISAs and general savings plans Pension and retirement planning Inheritance tax*, trusts and estate planning Wealth Management & Preservation Commercial Finance Private, Individual & Commercial Protection Trustee & Charity Investment Management Power of Attorney & Court of Protection Investment Management Sustainable Investing Specialist tax wrappers *The FCA does not regulate Inheritance Tax Planning