Stuart Collings Ba(Hons) Apfs

Stuart Collings Ba(Hons) Apfs Email and Phone Number

Chartered Financial Planner - Helping each client live life, protect their families and plan their goals @ Unique Financial Planning
swindon, united kingdom
Stuart Collings Ba(Hons) Apfs's Location
Newbury, England, United Kingdom, United Kingdom
About Stuart Collings Ba(Hons) Apfs

As a qualified chartered financial planner and economics graduate, I have a keen interest in the ever changing financial landscape. My work is focused on delivering expert advice for a wide range of clients, alongside holistic financial planning designed to help clients reach their goals in a realistic and well thought out manner. I believe the majority of UK adults would benefit from seeking professional, face to face financial advice, in order to protect what they have today and plan what they would like to achieve in their future.I do this by:- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims- Making money tax efficient- Protecting clients & their families- Designing financial strategies- Reviewing and responding to clients changing needs and financial circumstances- Keeping up to date with financial products and legislationWhen I am not working I enjoy spending time with the family, walking the dog and watching Reading FC try to play football.

Stuart Collings Ba(Hons) Apfs's Current Company Details
Unique Financial Planning

Unique Financial Planning

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Chartered Financial Planner - Helping each client live life, protect their families and plan their goals
swindon, united kingdom
Employees:
18
Stuart Collings Ba(Hons) Apfs Work Experience Details
  • Unique Financial Planning
    Chartered Financial Planner
    Unique Financial Planning Sep 2024 - Present
    Shrivenham, England, United Kingdom
  • Berkshire Ifa Limited
    Chartered Financial Planner
    Berkshire Ifa Limited Sep 2023 - Sep 2024
    Reading, England, United Kingdom

Stuart Collings Ba(Hons) Apfs Skills

Financial Advisory Pensions Inheritance Tax Planning Wealth Management Investments Retirement Wealth Management Services Income Protection Wealth Financial Services Investment Advisory High Net Worth Individuals Investment Strategies Financial Planning Holistic Financial Planning Retirement Planning Insurance Mutual Funds Estate Planning Trusts Protection Asset Management Personal Financial Planning Personal Finance Financial Risk Financial Advice Savings Asset Allocation Critical Illness Investment Management Bonds Annuities Financial Planners Wealth Accumulation Unit Trusts Sipp Term Life Insurance Estate Tax Planning Long Term Care Personal Tax Planning Life Insurance Retirement Savings Wealth Preservation Planning Cash Flow Forecasting Financial Goals Saving For Education Pension Funds

Stuart Collings Ba(Hons) Apfs Education Details

Frequently Asked Questions about Stuart Collings Ba(Hons) Apfs

What company does Stuart Collings Ba(Hons) Apfs work for?

Stuart Collings Ba(Hons) Apfs works for Unique Financial Planning

What is Stuart Collings Ba(Hons) Apfs's role at the current company?

Stuart Collings Ba(Hons) Apfs's current role is Chartered Financial Planner - Helping each client live life, protect their families and plan their goals.

What schools did Stuart Collings Ba(Hons) Apfs attend?

Stuart Collings Ba(Hons) Apfs attended University Of Essex, Horndean Community School.

What are some of Stuart Collings Ba(Hons) Apfs's interests?

Stuart Collings Ba(Hons) Apfs has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Stuart Collings Ba(Hons) Apfs known for?

Stuart Collings Ba(Hons) Apfs has skills like Financial Advisory, Pensions, Inheritance Tax Planning, Wealth Management, Investments, Retirement, Wealth Management Services, Income Protection, Wealth, Financial Services, Investment Advisory, High Net Worth Individuals.

Who are Stuart Collings Ba(Hons) Apfs's colleagues?

Stuart Collings Ba(Hons) Apfs's colleagues are Philip Martin, Ellie Mosley, Beccy Stephenson, Rhiannon Vallis, Stuart Trowbridge, Sian Savage, Katie Jeffery.

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