Stuart is a Financial Planning Manager. He has worked in Financial Services since 1999 and joined Attivo Financial Planning in 2017. Stuart holds a diploma in Training Management from the Institute of Training and Development and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Our Financial Planning Managers are responsible for the development and competence of our Financial Planners. They design and deliver training to develop product, technical and regulatory knowledge to ensure our advisers keep up-to-date with the latest financial regulations. They also review and assess our Financial Planners to develop their ability to provide compliant advice and excellent client service.