Stuart Elder

Stuart Elder

Director, Financial Planning
Thames Valley

I am a Director in the Financial Planning Team based in the Thames Valley office.

I joined the firm in 2007 and I have over 25 years’ experience of providing independent financial advice.

I am a Chartered Financial Planner holding specialist qualifications in Taxation and Trusts, Pension Planning and Investments, and I am responsible for the financial advice to individuals with Defined Benefit (Final Salary) entitlements in my role as the Pension Transfer Specialist (PTS).  I am also a member of Resolution which is committed to the constructive resolution of family disputes.

Within my role as a Chartered Financial Planner, I enjoy spending time with clients to gain a full understanding of their situation before creating a bespoke financial plan so they can meet the objectives.

What I do

  • Financial planning
  • Pensions and retirement planning
  • Investments
  • Tax efficient investment planning
  • Financial protection
  • Trusts
  • Inheritance Tax planning
  • Charity investments
  • Corporate financial planning

My clients

  • Private individuals
  • Family estates
  • Corporates
  • Trusts
  • Charities

Memberships

Awards

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