Meet Rory
Stepping into the financial planning arena in 2008 amid the chaos of the global financial crisis, Rory navigated his clients through market turmoil, grounded in sound financial planning principles.
Rory’s passion for sports, as a participant and enthusiast, informs his financial planning with teamwork, strategy, and dedication. Rory brings a 360-degree perspective to intergenerational wealth planning, using trusts, pensions, investments, and insurance to craft bespoke solutions tailored to your financial planning goals. As a tech-savvy adviser, he seamlessly integrates cutting-edge technology to simplify and enhance the client experience at every turn.
Transferring wealth to succeeding generations is a triumph. Let us be your partner in seamlessly passing on your cherished legacy.
Rory Stuart
co-Head of Bristol Office, Financial Planning Director
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
