Stuart is the Managing Director of Attivo Financial Services, Attivo Financial Planning, and the Appointed Representative financial planning subsidiaries. He joined the company in 2015 and has worked in the financial services sector since 2001.
Stuart leads the financial planning team of specialist independent pensions and investment Financial Planners, the majority qualified to Chartered and Fellow status, who put clients at the centre of everything they do. He is head of Training and Competence Supervision, head of Attivo Financial Services’ Independent Financial Planning Proposition Committee, and has overall responsibility for the Attivo Group Academy.
Stuart is a Chartered Financial Planner and an Occupational Pension Specialist and is amongst the most qualified Financial Planners in the UK. He is a Fellow of the Personal Finance Society (PFS) which is part of the Chartered Insurance Institute (CII), and a Fellow of the Chartered Institute for Securities and Investments (CISI). He also holds a Master’s degree in Financial Planning and Business Management.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Stuart holds the following Advanced Financial Planning Papers: