Stuart Arnold Email and Phone Number
Stuart Arnold work email
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Stuart Arnold personal email
I am a Chartered Financial Planner at one of the largest IFA firms in the North West of England, with over 25 years of experience in financial planning for individuals and businesses alike.I am able to provide financial planning advice and solutions in the areas of retirement and investment planning, and additionally in the areas of life assurance, income protection and tax planning. I have experience of working with higher net worth individuals and business owners, and I currently work with around 85 clients who invest collectively over £60m of personal wealth.My goals for the clients I work with are to minimise liabilities to all taxes, protect the long term value of your accumulated wealth, deliver an income to meet your needs whilst retaining simplicity in your financial arrangements by adopting a disciplined approach to financial planning. Please see my specialties below.Specialties: Pre & Post Retirement PlanningWealth ManagementEstate PlanningLife AssuranceIncome ProtectionFinal Salary Pension AdviceInvestment Advice Family Protection through Life Assurance, Income Protection and Critical Illness CoverInheritance Tax PlanningFinancial Planning for Business OwnersIndependent Financial AdviserKeyperson ProtectionShareholder ProtectionBusiness Ownership ProtectionFinancial PlanningFinancial Planner
Cullen Wealth
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Director And Chartered Financial Planner - Financial Planning And Wealth ManagementCullen WealthStockport District, Gb
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Director & Chartered Financial Planner - Financial Planning/Wealth ManagementCullen Wealth Apr 2017 - PresentStockport, United KingdomEstablished in 1998, Cullen Wealth has grown to employ over 50 staff including 20 independent financial planning consultants. In 2018, we reached the landmark milestone of having c.£1 billion of clients funds under our management and are one of the largest independently owned financial advisory businesses in the North West.We are a service orientated organisation where the client is at the centre of everything we do. With clients ranging from individuals to blue chip corporates, we ensure that the advice and service we deliver is right for you. Our success is rooted in an ability to offer you a truly personal service.The strength in our business comes from our people. With specialists across all areas of financial planning being backed up by an expert technical team and excellent support staff ensuring we are up to date with the latest regulatory and economic issues and we believe our client service is second to none. -
Senior Consultant (Ifa) At Cullen WealthCullen Wealth Jan 2010 - Mar 2017Stockport, United KingdomI am part of the senior advisory team and my focus is on providing a full financial planning service to our higher net worth individuals. I have a total of 26 years of experience in financial services, 16 of which is in an advisory capacity. I am qualified to Chartered status.
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Senior Consultant, Financial Planning (Ifa)Whitehead Group Ltd Aug 1999 - Jan 2010Altrincham, CheshireProviding holistic financial advice to a large portfolio of private clients.
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Ifa Sales SupportStandard Life Mar 1991 - Aug 1999ManchesterProviding one point of contact at Standard Life for IFAs in supporting them to deal with the company and recommend its products to their clients.
Stuart Arnold Skills
Stuart Arnold Education Details
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Chartered Insurance InstitutePensions, Investments, Financial Planning
Frequently Asked Questions about Stuart Arnold
What company does Stuart Arnold work for?
Stuart Arnold works for Cullen Wealth
What is Stuart Arnold's role at the current company?
Stuart Arnold's current role is Director and Chartered Financial Planner - Financial Planning and Wealth Management.
What is Stuart Arnold's email address?
Stuart Arnold's email address is st****@****l.co.uk
What schools did Stuart Arnold attend?
Stuart Arnold attended Chartered Insurance Institute.
What skills is Stuart Arnold known for?
Stuart Arnold has skills like Pensions, Inheritance Tax Planning, Financial Advisory, Wealth Management, Retirement, Income Protection, Retirement Planning, Investment Strategies, Investments, Critical Illness, High Net Worth Individuals, Wealth.
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