Stuart Jefferies Email & Phone Number

Stuart has been providing specialist financial services advice for the last 15 years. Much of his work has involved working with other professionals such as Solicitors and Accountants in areas such as estate planning and elderly care issues.Stuart has also acted as a professional witness in Financial Services cases that were potentially going to end up in Court.Qualified to the highest industry standards Stuart has set up his own company partly as a result of frustration that the larger players talk a good talk but fail to deliver much more than product selling. His goal is to run a genuinely Independent Financial Services business where clients get the advice they deserve without the need to purchase a product to finance this. as a result he concluded the only way to get truly independent advice was to pay for it directly as you would for any other professional service. Ultimate goal is to service about 100 clients himself and replicate the business for other Chartered advisers who share his vision.Specialties: Estate planning (Inheritance tax planning), trustee investment, Elderly care advice, Targeted investment advice.

Listed skills include Inheritance Tax Planning, Financial Advisory, Estate Planning, Strategic Financial Planning, and 13 others.