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Stuart has been working in the financial services industry since 1990 providing financial advice to clients from all walks of life. During this time, he has built up a wealth of experience and knowledge, working for Lloyds Private Banking and most recently, Prudential. His decision to join True Bearing Chartered Financial Planners was because he felt that the values of True Bearing matched his own in putting clients’ needs and objectives at the centre of everything he does.
Stuart believes that good financial planning is for everyone and he takes great pleasure in leaving his clients in a better, more informed position than prior to when they started. His aim is to put clients in the best position to meet their objectives, knowing that what he has advised will help them lead more successful, fulfilled lives.
As a Chartered Financial Planner, Stuart takes great pride in his role, listening to his clients in order to understand their current circumstances and future objectives. Stuart has provided advice across the full range of financial planning areas including personal wealth accumulation and pre and post-retirement planning. Additionally, he considers legacy planning to be an essential part of financial planning, to ensure the maximum amount possible of his client’s wealth is passed on down the line through generations.
Outside of work, Stuart lives near Manchester. He is married and has two children. In his free time, he enjoys the sports of golf, football and skiing as well as being a keen tropical fish keeper.
My Accreditations
What Our Clients say
Testimonials
We have used Rob for advice in a number of different areas, especially in relation to our pension planning and insurance policies, and he has always provided us with a clear solution. We have happily recommended him to many of our friends and family and will continue to do so. He is a pleasure to deal with.
G McDonald
- Senior Project Manager, EC Harris – Leeds
Excellent service from Jon Neale and True Bearing Chartered, people who really do know what they are doing . He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement. Perfect five star service from a company I would happily recommend to anyone
Darran Wrigley
- Manchester
Neil was very friendly, practical, honest and realistic. This has helped me control my finances and also many aspects of my future. He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement.
Perfect five star service from a company I would happily recommend to anyone!
Morris Harding - Bradford
I was referred to Emma Craig at True Bearing by my Chartered Accountant for Independent Financial Advice. Specifically to help with a number of old pensions and advice on a new Investment. Emma was open, honest and professional. She explained the process, the fees and what was achievable and why. Emma asked about my values and ensured my investments were aligned with them and she recommended a pension which was more appropriate for my needs.
I was so happy with the service I referred my mother to Emma for Investment advice. Emma is now our trusted family financial adviser. I would not hesitate to recommend her services again.
Mrs Sarkar - London
I would just like to let you know how much I appreciate John’s support with my investments. As someone who lacks confidence with all financial matters, it is so reassuring to have someone like John, who I can rely on with complete confidence to guide me on such important matters. He always comes with a cheery smile and he is always patient and happy to take time to explain figures and options to me.
I continue to be grateful for the support True Bearing have shown since the death of my husband, Russell, who was an adviser with you before he passed away.
E Brennan - Southport
I wanted to just give you a bit of feedback from a pre-retirement workshop I attended recently, which I then followed up with a 1:1 session with Michael Hawthorne. I thought Michael’s style at both sessions was incredibly professional, friendly and welcoming. Michael was certainly very well versed in all financial matters relating to pensions as well as having a wealth of knowledge around retirement in general and how best to approach that aspect of ones life. His delivery style was very comforting and friendly and he was more than happy to answer any and all questions I had and able to explore topics in more detail as we drilled down into them.
Overall, a great session and follow up meeting and I can say for sure that Michael is most definitely a great asset to your company.
Tony M - Liverpool
Thank you very much Brian, for the very helpful information that you gave me to enable me to construct my Will covering all the different elements in the most suitable way. Thank you again.
