0330 038 8941
Based in Ringwood
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: April, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stewart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stewart's status
Last checked: 21 April 2025
Stewart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stewart's status
27
Recent Client Reviews
Stewart has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stewart has received 27 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: 14 April 2025
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
Stewart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Stewart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stewart has not yet added their fees to their profile
Fees not yet added
Stewart has not yet added their fees to their profile
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stewart (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Stewart
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stewart (based on 16 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stewart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stewart's status
Last checked: 21 April 2025
Stewart is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stewart's status
27
Recent Client Reviews
Stewart has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stewart has received 27 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: 14 April 2025
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
Stewart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Stewart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stewart has not yet added their fees to their profile
Fees not yet added
Stewart has not yet added their fees to their profile
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stewart (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Stewart
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stewart (based on 16 first impressions)
Independent Financial Adviser and Chartered Financial Planner in Ringwood: I am passionate about helping you achieve your financial goals and avoid the nightmares! I can help you with the following areas: • Investment management - Making the most of your investments and savings • Retirement planning advice - when can you afford to stop working? • Advice at retirement - The mechanics of retirement, what are your options? • Preserving your wealth • Protecting your loved ones • Inheritance tax (IHT) planning – Planning for your family’s future • Making sense of finances post divorce. • Assessing offers during divorce against affordability. I have over 20 years of experience in the Financial Services Industry. I am a Chartered Financial Planner, providing personal financial advice and investment management services to private individuals, families and trustees. In the past I have helped various people including: > Business owners and entrepreneurs > High net worth individuals > Partners of Accountancy and Solicitor firms > Individuals at or near retirement > Trustees When I'm not working, I enjoy keeping fit by running, swimming and cycling (just not all at the same time) and also enjoy performing conjuring tricks!
Offers available through VouchedFor
Contact Stewart 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 Stewart's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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