Passionate – Dedicated – Professional

About Stuart

Stuart founded the company in 2024 after extensive experience working as a Mortgage & Protection Advisor for another independent financial services company in Devon. Stuart prides himself on providing a personalised approach where he takes his time to understand your needs, circumstances and goals for the future.

Before his career in financial services, Stuart worked as a Teacher in the UK and Australia. This experience has impacted his approach to Mortgage & Protection Advice. He aims to educate his clients throughout the advice process to ensure full understanding of any recommendation.

Flexible Availability

Available for evening and weekend appointments.

Flexible Location

Available to meet online & in person.

Transparent Pricing

Honest and transparent prices and fees.

life Outside of Work

Outside of work, Stuart enjoys spending time with family and attending his local CrossFit gym.

When Stuart is not spending time with family, you will usually find him walking the dog or in a coffee shop!

My Services

Mortgages

I will conduct a thorough fact find to establish your needs, assess affordability and make suitable recommendations.

Protection

Protection is a fundamental part of financial planning. It enables security for you and your family should one of life’s unexpected events occur.

Equity Release

Your home is more than just a place to live, it’s an asset. If you’re over 55, equity release can help you unlock the cash tied up in your property, providing you with tax-free funds.