Stuart has been providing advice as a regulated Independent Financial Adviser for over 30 years. During this time, he has worked with a leading national accountancy practice and financial services companies both large and small across the Cotswolds and the South West.
Stuart specialises in advising people in later life, their families and in particular, those seeking advice on long term care and care funding options both in residential care and within their own home. This also includes helping clients understand the UK social care system and NHS funding for care along with advising, where appropriate on the option of equity release as an alternative to downsizing.
He was among the first advisers in the UK who received formal SOLLA accreditation in 2010 and has been reaccredited twice at 5 yearly intervals since then.
In 2015 Stuart became a Dementia Friend and following his own mother being diagnosed with Dementia has become a Dementia Champion within his home county of Gloucestershire. This is in recognition of the struggle many families face and to help change the way people view dementia in his community.
When not advising his clients, he likes to spend time with his family and being outdoors as he is a keen walker and enjoys playing tennis to try to stay fit. He also an active fund raiser for various cancer and dementia charities and takes part in at least one long distance hike/run each year to raise funds and awareness for those living with these diseases and the families that are affected.
Specialisms:
- General Practitioner
- Care Fees Planning
- Equity Release
- Tax Efficient Investing
- Retirement Planning & At Retirement
