Fully UK trained and financially qualified under the LIBF (The London Institute of Banking & Finance) diploma level 4 MLIBF DipFA®.
Stuart has solid experience in investments, pensions and international pension transfers for expats. Stuart is also experienced in construction and contracting, managing property, real estate, and other key areas where expert financial advice is required.
Joining Holborn Assets in May 2014, Stuart specialises in helping clients safeguard their frozen UK pensions (using QROPS & SIPPs), education fee planning, retirement planning and lump sum portfolio management.
Stuart’s career in pensions and investments began in 1990 with his debut at Woolwich Building Society in the UK. Since then, Stuart has helped professionals to achieve their financial objectives in the UK, Europe and New Zealand, now concentrating on UAE. He has a vast amount of experience globally in the QROPS & SIPP market along with lump sum portfolio management.
Skills and expertise
- Stuart is financially qualified under the Chartered Institute for Securities and Investments (CISI).
- Stuart also studied at London South Bank University where he received a Bachelor’s degree in Building Construction Technology.
- Stuart is dedicated to continued Financial Services knowledge through professional development and training.
- Stuart is UK trained and financially qualified under the LIBF (The London Institute of Banking & Finance) diploma level 4 MLIBF DipFA®.
Stuart enjoys spending time with his wife and two daughters.
He also enjoys golf, running and working out in the gym. His extra curricular activities includes property development and BNI (Business Network International)