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