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“Seven days without laughter make one weak. (Mort Walker)”

We are a financial planning boutique providing independent, impartial, fee-based holistic advice to private clients, charities & trusts. Our clients typically have £150,000 or more in investment capital and/or for private clients, household income in excess of £100,000 p.a.

We also work in partnership with other professional advisers, typically solicitors and accountants, the objective being to provide our clients with bespoke value added solutions to meet their needs.

Stewart Investment Planning is a member of the Ethical Investment Association (EIA) & the Sustainable Investment and Finance Association (UKSIF). Although not exclusively, we are dedicated to the promotion of green, socially responsible and ethical investments and truly believe that you can "Profit with Principles". We are also supporters of www.goodmoneyweek.com (formerly National Ethical Investment Week). To find out more please go to our "Green and Ethical Investing" page in the right hand menu of services.

Please browse the navigation bar above and the right hand menu to take a look around our site and find out more about how you can benefit from our truly independent & fee-based financial planning advisory services.

If you would like to meet us for an initial free one hour introductory meeting with no obligation, please contact us to arrange.

Thank you for visiting our website.

Martin Stewart DipPFS MIFP

Managing Director

Stewart Investment Planning is a trading name of Stewart Investment Planning Limited which is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 227218

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Stewart Investment Planning Limited
Registered Address:
3 Yeo Bank Business Park, Kenn Road, Kenn, Clevedon, Bristol, BS21 6UW
Registered in U.K., No. 4646267

Neither Stewart Investment Planning nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.