Stuart is the Financial Planning Director for Attivo Financial Planning, the Training and Competence Supervisor for our Financial Planners, Head of our Independent Financial Planning Proposition Committee and has overall responsibility for the Attivo Group Academy.
Stuart is a Chartered Financial Planner and an Occupational Pension Transfer Specialist including pension sharing on divorce. He has worked in Financial Services since 2001 and joined Attivo Financial Planning in 2015. Stuart is amongst the most qualified Financial Planners in the UK and is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII) and a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
All Financial Planners require a Diploma in Financial Planning to provide advice, Stuart holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Stuart holds the following Advanced Financial Planning Papers: