I have dealt with Stuart for a number of years now and he has consistently offered sound professional advice.  Every year my annual review is discussed in a friendly, relaxed manner and the risks and benefits of various options for investment are clearly explained. I would have no hesitation in recommending Stuart – and have done on a number of occasions to date.

I have been advised by Stuart for over 10years and always received great advice and assistance with my pensions and investments as well as a whole range of additional financial planning services. I have recommended Stuart to family and friends and will continue to do so.

Reliable, approachable, reassuring and with a good knowledge of the current financial environment. Very professional and informative. Delivers financial savings both business and personal tailored to specific needs. We have recommended Stuart to many of our clients.

Taken the time to get to know me and understand and address my particular financial needs. Is always available to answer questions and discuss my plans. I like the fact he’s local and conducts regular reviews. The website is easy to use and gives me a clear dashboard of my investments. 

Stuarts attentive nature sets him apart, he always offers sound advice and is clear to outline the different options and routes available. Both he and his team are well organised and highly diligent, I would have no hesitation in recommending them. 

Stuart explains in clear and simple terms the merits of investment options, he also takes time to understand your own financial situation and future plans in order to be able to present the options in a context that is relevant to your own needs. Once invested, you have regular updates and again Stuart takes the time to demonstrate how your investment has grown versus the planned performance. In simple terms, when working with Stuart, you know your investments will be maximised.