He specialises in providing holistic financial planning advice to individuals, families and to business owners.

He has over 20 years’ experience of working within financial services, since starting with Legal & General in 2001. During this time, he has worked for several years as a chartered independent financial planner, having worked towards this in various support functions around this role. This experience extends beyond providing financial advice, and includes investment management and compliance-based roles, which have added to his wide knowledge.

He specialises in advising people in their retirement planning and later life funding. He can provide tax efficient investment strategies and estate planning advice for families. He also specialises in tax-efficient strategies for business whilst in practice and once looking to exit.

When not working, Stuart loves to spend time with his family and friends. He enjoys sports of all kinds, in particular football and rugby. He enjoys coaching both sports at junior level and is WRU and FAW accredited. He gave up his wish of playing professionally himself some time ago and enjoys helping others with their wishes.