Stuart Bourne

Stuart Bourne

Chartered Wealth Manager

Stuart has achieved Chartered status and specialises in advising business owners and the self-employed, from the start of your entrepreneurial adventure to stepping back to enjoy the fruits of your labour, and beyond into the next stage of life.  

He also is one of the few advisers in UK who is a Pension Transfer Specialist. 

Stuart’s goal is to make a positive difference to his clients’ lives and financial wellbeing. Outside work his goals switch to the pitch, as the coach of his daughter and son’s football teams, whilst continuing to play competitively in his local 5 a side league. 

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The value of investments and any income from them can fall and you may get back less than you invested.