0330 038 8940
Based in Derby
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.9 out of 5
Checks carried out by VouchedFor
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 status
Last checked: 06 March 2025
Stuart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stuart's status
12
Recent Client Reviews
Stuart has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stuart has received 12 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: 05 November 2024
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 below
4 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 profile
Fees not yet added
Stuart has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 4 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 4 first impressions)
Checks carried out by VouchedFor
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 status
Last checked: 06 March 2025
Stuart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stuart's status
12
Recent Client Reviews
Stuart has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stuart has received 12 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: 05 November 2024
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 below
4 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 profile
Fees not yet added
Stuart has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 4 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 4 first impressions)
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
Offers available through VouchedFor
Contact Stuart through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stuart's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.