Mount Stuart Wealth Management Limited
Company

Mount Stuart Wealth Management Limited

Financial Services City of London, England, United Kingdom 7 employees
Employees
7

Mount Stuart Wealth Management Limited Overview

Headquarters
City of London, England, United Kingdom
Industry
Financial Services
Employees
7
Founded
2012
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Mount Stuart Wealth Management Limited

The best advice is personal. Focused on your specific needs and with your very best interests at heart. At Mount Stuart Wealth Management, we really get to know you and your goals for the future to provide bespoke, focused and specialist advice to help you on your financial journey. With a team of over ten highly qualified professionals, we pride ourselves on providing exceptional and personalised service. You can trust us to prioritise your financial goals and work with you to achieve them. Mount Stuart Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 30/4/2025

Mount Stuart Wealth Management Limited Contact Details

People in AeroLeads
4

Mount Stuart Wealth Management Limited Org Chart

Sample employees and titles
Name Title Contact
Ben Perkins Senior Financial Planner at Mount Stuart Wealth Management, Principal Partner Practice of St. James’s Place Wealth Management
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Oliver Ross Wealth Management Administrator at Mount Stuart Wealth Management
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Faye Penfold Operations Manager
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Callum Dance Dippfs Financial Planner at Mount Stuart Wealth Management, Senior Partner Practice of St. James’s Place
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Employees by Management Level

Senior / Lead 2 profiles
Manager 1 profile
Individual contributor 1 profile

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