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Chartered Wealth Manager

At Courtiers

Stuart established his original financial planning practice in 1976, which was incorporated in 1984, later to become SDB Strategic Planners Limited. SDB Strategic Planners Limited joined Courtiers in March 2020 for the long-term benefits of its highly valued clients and team.

Background / Experience

Stuart has been advising both business owners and private clients on a wide variety of strategic planning issues, specialising in designing investment strategies for individuals and both private and corporate pension schemes. Stuart has helped many people to achieve their dreams and ambitions of attaining financial independence and peace of mind. Stuart is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.

Outside Work

Stuart is a keen cyclist and fitness enthusiast. He has a passion for scuba diving in ‘warm waters’ and has achieved Master Scuba Diver Trainer teaching status. Stuart lives in the rural Staffordshire Moorlands with his wife and can often be seen out walking their two Westies.

Personal Wealth Management

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