Stuart Devlin  Dip Pfs
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Stuart Devlin Dip Pfs Email & Phone Number

Paraplanning Manager at Vintage Wealth Management Limited
Location: Greater Cambridge Area, United Kingdom 5 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Role
Paraplanning Manager
Location
Greater Cambridge Area, United Kingdom
Company size

Who is Stuart Devlin Dip Pfs? Overview

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Quick answer

Stuart Devlin Dip Pfs is listed as Paraplanning Manager at Vintage Wealth Management Limited, a with 65 employees, based in Greater Cambridge Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Stuart Devlin Dip Pfs.

Stuart Devlin Dip Pfs previously worked as Senior Paraplanner at Vintage Wealth Management Limited and Paraplanner at Rothesay Intelligent Financial Services Ltd. Stuart Devlin Dip Pfs studied at Chesterton Community College.

Company email context

Email format at Vintage Wealth Management Limited

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Vintage Wealth Management Limited

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Profile bio

About Stuart Devlin Dip Pfs

Stuart Devlin Dip Pfs is a Paraplanning Manager at Vintage Wealth Management Limited. He possess expertise in paraplanning, pensions, investments, inheritance tax planning, financial services and 16 more skills. He is proficient in English.

Listed skills include Paraplanning, Pensions, Investments, Inheritance Tax Planning, and 17 others.

Current workplace

Stuart Devlin Dip Pfs's current company

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Vintage Wealth Management Limited
Vintage Wealth Management Limited
Paraplanning Manager
london, greater london, united kingdom
Employees
65
AeroLeads page
5 roles

Stuart Devlin Dip Pfs work experience

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

Paraplanner

Rothesay Intelligent Financial Services Ltd

Bedfordshire

Responsible for Paraplanning, Portfolio Maintenance, Technical Services, Fund Research, New Business Development and the improvement of our processes.

May 1997 - Jul 2015

Sales Support

Lloyds Bank Insurance Services

Cambridge, United Kingdom

Provided support to a number of Financial Advisors, including preperation of reports, new business illustrations and maintained employer group protection and pension schemes.

Sep 1995 - Apr 1997

Administrator

Cambridge

Providing support to Consultants. Responsible for delivering service to the IFA market. Duties included New Business, Reports, Pack Preperation, overseeing work flow plus underwriting of new business application forms.

Jan 1989 - Jul 1995
Team & coworkers

Colleagues at Vintage Wealth Management Limited

Other employees you can reach at vintagewealth.co.uk. View company contacts for 65 employees →

1 education record

Stuart Devlin Dip Pfs education

  • Chesterton Community College
    Chesterton Community College
FAQ

Frequently asked questions about Stuart Devlin Dip Pfs

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

What company does Stuart Devlin Dip Pfs work for?

Stuart Devlin Dip Pfs works for Vintage Wealth Management Limited.

What is Stuart Devlin Dip Pfs's role at Vintage Wealth Management Limited?

Stuart Devlin Dip Pfs is listed as Paraplanning Manager at Vintage Wealth Management Limited.

Where is Stuart Devlin Dip Pfs based?

Stuart Devlin Dip Pfs is based in Greater Cambridge Area, United Kingdom while working with Vintage Wealth Management Limited.

What companies has Stuart Devlin Dip Pfs worked for?

Stuart Devlin Dip Pfs has worked for Vintage Wealth Management Limited, Rothesay Intelligent Financial Services Ltd, Lloyds Bank Insurance Services, and Friends Provident.

Who are Stuart Devlin Dip Pfs's colleagues at Vintage Wealth Management Limited?

Stuart Devlin Dip Pfs's colleagues at Vintage Wealth Management Limited include Simran Mehta, Elisa Paterson, Geoffrey Hartnell, Rosalie Shaw, and Ed Beaber.

How can I contact Stuart Devlin Dip Pfs?

You can use AeroLeads to view verified contact signals for Stuart Devlin Dip Pfs at Vintage Wealth Management Limited, including work email, phone, and LinkedIn data when available.

What schools did Stuart Devlin Dip Pfs attend?

Stuart Devlin Dip Pfs studied at Chesterton Community College.

What skills is Stuart Devlin Dip Pfs known for?

Stuart Devlin Dip Pfs is listed with skills including Paraplanning, Pensions, Investments, Inheritance Tax Planning, Financial Services, Compliance, Unit Trusts, and Underwriting.

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