FPFS, DIP IP, CeMAP, BA (Hons) Accountancy
Chartered Financial Planner
Fellow of the Personal Finance Society
Stewart is a highly regarded adviser in the industry. He has an accountancy background and has gone on to achieve the coveted Chartered Financial Planner Status with the CII. He believes that clients expect excellence when it comes to expertise but the real test of a good adviser is understanding why money is important to each individual client. He sees himself more as a coach or teacher, explaining complex areas in simple to understand ways.
He holds the Advanced Diploma in Financial Planning, a further diploma in Investment Planning, Certificate for Mortgage Advice, Certificate in Equity Release and he is also a Professional Willwriter.
He lives in Surbiton with his wife, Catherine and their three children Layla, Zac and Dawson.