Head of the financial planner team at AES International, Stuart has achieved the chartered financial planner designation from the Chartered Insurance Institute (CII), and the chartered wealth manager designation from the Chartered Institute for Securities and Investments (CISI).
Stuart is also a chartered fellow and a pension transfer specialist, and he remains registered on theUK Financial Conduct Authority Register as he maintains UK best practice within his international role.
Prior to joining AES International in Dubai, Stuart worked in Scotland for a chartered accountancy, at an actuarial firm, and earlier still in the investment management division of a private bank.
Today Stuart delivers lifestyle financial planning, and enjoys developing long-lasting relationships with clients by becoming their trusted adviser. His specific expertise lies in creating bespoke financial models, and working to formulate strategies typically in three core areas: wealth enhancement; wealth protection; and wealth transfer.
He is listed onThe Personal Finance Society website under Dubai, where you can review his qualifications; alternatively Stuart invites you to contact him if you’d like to know more about his credentials and experience.
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