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
- Website
- mountstuartwm.co.uk
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2012
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Ben Perkins | Senior Financial Planner at Mount Stuart Wealth Management, Principal Partner Practice of St. James’s Place Wealth Management | Greater London, England, United Kingdom |
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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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