Meet the team
Highly experienced and fully qualified
Stuart has, since 1976, been advising both business owners and private clients on a wide variety of strategic planning issues, and has helped many people to achieve their dreams and ambitions of attaining financial independence and peace of mind.
Stuart specialises in designing investment strategies for individuals and both private and corporate pension schemes. He has developed a unique approach to investment planning, which provides a high degree of security whilst, at the same time, maximising the potential upside of the investments.
Stuart is a Certified Financial PlannerTM professional and a Chartered Wealth Manager: qualifications that require the holder to have the highest ethical and professional standards and which are renewed annually. Stuart also holds the Chartered Institute for Securities and Investment (CISI) Investment Management qualification.
He is a Member of the Personal Finance Society (by diploma) and a Chartered Member of the CISI.
Stuart was born and educated in Bristol and, during the first 10 years of his occupational life, worked in the food retail industry. Following a change of career in 1976, Stuart and his wife, Carol, formed a partnership, later to become SDB Strategic Planners Limited.
Stuart is a keen sportsman and fitness enthusiast, with an unquenchable thirst for knowledge. He is a highly motivated, positive individual and it has been said that an hour with him can be something of a tonic, but he would be too modest to say that himself!
Stuart is happily married to Carol; their home is in Endon, Stoke-on-Trent
Jo joined the financial services profession in 1988. She started her career as a general practitioner, advising on all aspects of financial planning, then moved into the field of corporate pensions, specialising in Small Self-Administered Pension Schemes.
Jo joined SDB Strategic Planners Limited in 1994 and was appointed to the Board as Director of Financial Planning and Investment Services in March 2000.
Specialising in designing investment strategies for private clients and both private and corporate pension schemes, she has a wealth of experience in advising clients in all aspects of the creation and preservation of wealth.
Jo was the first female in Staffordshire to become a Certified Financial PlannerTM professional and in June 2013 she achieved the highly prestigious Chartered Financial Planner qualification. In March 2015 she was awarded Chartered Wealth Manager status. Holding these three titles distinguishes an individual from the mass of practitioners, signalling the attainment of qualifications and the continuing pursuit of the highest professional standards.
Jo also holds the Chartered Institute for Securities and Investment (CISI) Investment Management qualification. She is an Associate of the Personal Finance Society and a Chartered Member of the CISI.
She is a positive and highly motivated individual and enjoys being able to help clients realise their dreams, aspirations and ambitions.
Jo has a Degree in Sport and Recreational Studies and is a fitness enthusiast. She has a keen interest in nature and wildlife conservation and having lived in Africa for a number of years, enjoys holidaying there as frequently as she can.
Andrew joined the company in October 2013. Andrew specialises in investment management and is a member of the Investment Committee. Andrew assists both Jo and Stuart with all the asset allocation decisions for client portfolios and helps to generate investment ideas. Andrew is also responsible for the investment research. Andrew is a Chartered Wealth Manager and a Chartered Member of the CISI. In his spare time Andrew regularly goes to the gym and supports Carlisle United Football Club.
Jill joined the company in September 1987 as a YTS and is now the company’s Financial Controller. Outside of work, Jill enjoys spending time with her family, dancing and walking the family dog.
Janet joined the Company in May 2000 as a Part Time Filing Clerk and then progressed into working in the Accounts Department and providing Reception Support. Besides walking holidays in the UK and beach holidays in Portugal, Janet likes her regular shopping trips to the Trafford Centre.
Amanda joined the company in September 2001 and has worked in the Financial Services industry for many years. Amanda’s main role is assisting Jo and Stuart with providing our bespoke investment service to clients, whilst helping to develop and nurture our team. Outside the office Amanda enjoys both family and social time. She is a keen fitness enthusiast, has won a national cycling challenge and is currently training for a local weightlifting competition.
Sue joined the company in December 2002. Along with supporting Reception, Sue assists Stuart with various projects including maintaining the company website and preparing newsletters and blogs for issue. Sue enjoys cycling, walking and visiting family in Austria whenever possible. Please contact firstname.lastname@example.org if you would like to receive our Investment View or notification of Stuart’s Blogs.
Sharon joined the company in July 2004 and is one of our Client Care Managers assisting Jo and Stuart with the day to day administration of client portfolios. Sharon has a young family so is kept busy outside of work and she enjoys yoga and days out. Sharon also likes to ski and snorkel (both of which she was persuaded to try by Stuart) and has never looked back.