Rory Stuart
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Rory Stuart Email & Phone Number

Wealth Planning Director and Head of Bristol Office (financial planning) at atomos wealth
Location: Chepstow, Wales, United Kingdom 3 work roles 3 schools
1 work email found @hospitality-it.com 2 phones found area 289 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@hospitality-it.com
Direct phone (289) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Planning Director and Head of Bristol Office (financial planning)
Location
Chepstow, Wales, United Kingdom

Who is Rory Stuart? Overview

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Quick answer

Rory Stuart is listed as Wealth Planning Director and Head of Bristol Office (financial planning) at atomos wealth, based in Chepstow, Wales, United Kingdom. AeroLeads shows a work email signal at hospitality-it.com, phone signal with area code 289, and a matched LinkedIn profile for Rory Stuart.

Rory Stuart previously worked as Wealth Planner at Sanlam Wealth Planning. Rory Stuart holds Ba (Hons) Geography from Bangor University.

Company email context

Email format at atomos wealth

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{first}@hospitality-it.com
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AeroLeads found 1 current-domain work email signal for Rory Stuart. Compare company email patterns before reaching out.

Profile bio

About Rory Stuart

Growing up I saw how hard my parents worked to build their businesses to support our big family (I am one of 6). I observed and experienced their wins and losses and how hard it often was for all of us.I therefore have always valued money and the freedom it can give people. This is definitely what has shaped my relationship with money.My parents encouraged us to choose the safest route possible, and I think that each individual needs to balance their choices in working and earning, with quality of life, health, and opportunities to learn.Upon graduation from university, I worked for a short period in the financial fraud department at the Bank of America, and then I came across an opportunity at what was to become Sanlam (now atomos). In fact I was going through some rigorous interview processes for 3 career options (this was finance, and the others were in retail and logistics)(My heart was set on a career in the RAF but I have a nut allergy so had to cross that off the list)So, I was faced in the end with 3 really tempting job offers. I chose the finance option because the interviewer drew out for me the career path in financial services. It made it more tangible and relatable – almost like the “safer” option.I am glad I chose to go in this direction, as now I have enjoyed my career in finance which has given me a standard of living far beyond what I experienced when I was growing up. Joining the industry, I learned from others about wealth creation. I started saving, paying into a pension, and investing in property. I also started enjoying my life more.I understood that it doesn’t make sense to wait until retirement to have interesting and unique experiences. It's a balancing act between living in the now and planning for the future.Now I have even started investing in a couple of businesses which has given me new insights on innovations in technology and an understanding of the life of many of my clients.Over the past 16 years, I’ve had the privilege of working with a diverse range of clients, helping them navigate major life decisions and achieve their financial dreams.At atomos, we believe in putting clients first and speaking in a language they understand. Many people fear their money and have never given a second thought to their financial goals. We help clients take control of their money by designing a financial plan based on their personal goals, life, and ambitions.

Listed skills include Sales Management, Pos, Account Management, Business Strategy, and 12 others.

Current workplace

Rory Stuart's current company

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atomos wealth
Atomos Wealth
Wealth Planning Director and Head of Bristol Office (financial planning)
Chepstow, GB
AeroLeads page
3 roles

Rory Stuart work experience

A career timeline built from the work history available for this profile.

Wealth Planning Director And Head Of Bristol Office (Financial Planning)

Chepstow, GB

Wealth Planning Director And Head Of Bristol Office (Financial Planning)

Current

Bristol

Sep 2022 - Present

Wealth Planner

Current

South, South West & South East England

A wealth planner at Sanlam Wealth which is part of Sanlam UK. Sanlam UK, a focused, advice-led, vertically integrated Wealth Management business, as part of Sanlam PLC, the long term AA- rated international financial group; a company which has been advising clients around the world for nearly 100 years. Valued in excess of £6 billion, enjoying profits of.

Jul 2008 - Present
3 education records

Rory Stuart education

Education record

Ysgol Brynhyfryd

Financial Planning And Services

FAQ

Frequently asked questions about Rory Stuart

Quick answers generated from the profile data available on this page.

What company does Rory Stuart work for?

Rory Stuart works for atomos wealth.

What is Rory Stuart's role at atomos wealth?

Rory Stuart is listed as Wealth Planning Director and Head of Bristol Office (financial planning) at atomos wealth.

What is Rory Stuart's email address?

AeroLeads has found 1 work email signal at @hospitality-it.com for Rory Stuart at atomos wealth.

What is Rory Stuart's phone number?

AeroLeads has found 2 phone signal(s) with area code 289 for Rory Stuart at atomos wealth.

Where is Rory Stuart based?

Rory Stuart is based in Chepstow, Wales, United Kingdom while working with atomos wealth.

What companies has Rory Stuart worked for?

Rory Stuart has worked for Atomos Wealth and Sanlam Wealth Planning.

How can I contact Rory Stuart?

You can use AeroLeads to view verified contact signals for Rory Stuart at atomos wealth, including work email, phone, and LinkedIn data when available.

What schools did Rory Stuart attend?

Rory Stuart holds Ba (Hons) Geography from Bangor University.

What skills is Rory Stuart known for?

Rory Stuart is listed with skills including Sales Management, Pos, Account Management, Business Strategy, New Business Development, Networking, Cloud Computing, and Retail.

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