Stuart is our Financial Planning Director, 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 Specialist. 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. He is a Fellow of the Personal Finance Society (PFS) which is part of the Chartered Insurance Institute (CII), and of the Chartered Fellow of the Chartered Institute for Securities and Investments (CISI). He also holds a Master’s Degree in Financial Planning and Business Management.
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: