0330 038 8939
Based in Dumfries
View locationChecks 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: 19 March 2025
Stuart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stuart's status
7
Recent Client Reviews
Stuart has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stuart has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
15
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 15 first impressions)
80% of users who are not yet clients had a positive first experience with Stuart
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 15 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: 19 March 2025
Stuart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stuart's status
7
Recent Client Reviews
Stuart has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stuart has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
15
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 15 first impressions)
80% of users who are not yet clients had a positive first experience with Stuart
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Stuart (based on 15 first impressions)
I am a multi-award winning financial planner and partner of True Potential Wealth Management. I have over 30 years of Financial Services experience and from this I have developed an extremely close working relationship with all of my clients. I am very passionate about building long lasting relationships and putting you on the path to a successful financial future. I do this by delivering bespoke, unique, financial plans; by working very closely together, I give you the ability to live the life you want, with peace of mind and financial security.
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
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.