Stuart has worked in financial services for more than 33 years. He is a fully qualified adviser, holding the Diploma in Personal Finance.
Based in Dennyloanhead, between Falkirk and Stirling, Stuart meets clients all over Scotland, as well as working remotely with people across the UK.
With his wealth of experience, Stuart offers advice on all aspects of financial services, including investments and savings, pensions and retirement income, Inheritance Tax planning, insurance and protection.
Stuart relishes the challenge of finding the best solutions to meet his clients’ needs now and in the future. He can explain complex financial arrangements clearly and simply. His priorities are always to help people understand the full range of available options and make the best decision for their unique needs.
Outside of work, Stuart is a family man and a sports fan. Originally from Aviemore, he has a lot of skiing, fishing and canoeing experience.
Specialisms
- Investments
- Savings
- Pensions
- Retirement income
- Inheritance Tax planning
- Insurance and protection
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