Stokenchurch
Stuart joined Perspective in late 2025 following the acquisition of his firm, bringing 20 years of experience in Financial Services.
He has been a Chartered Financial Planner since 2010 and is a Fellow of the Chartered Insurance Institute, with a strong focus on technical expertise and client care.
His role involves helping clients define and achieve their financial goals, offering clear, personalised advice throughout life’s stages. Stuart finds it rewarding to simplify complex financial matters and values the trust clients place in him.
At Perspective, he supports individuals and families with tailored financial planning, aiming for the best possible outcomes.
Outside of work, Stuart enjoys running, rock climbing, hiking, and playing piano. He’s also a qualified wine enthusiast, combining his love of learning with his appreciation for good wine.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
