01275371900 sip@stewartinvestmentplanning.co.uk

About us

soaring bird over open fields

Stewart Investment Planning has been providing Independent Financial Advice to clients since 1991 and our mission is to help our valued clients to create and preserve wealth whilst taking into account their own values and beliefs, enabling them to plan towards or continue to live their desired lifestyle.

Stewart Investment Planning is a member of SIFA, the FCA and Law Society recognised support group for professional financial advisers, The Ethical Investment Association (EIA) and The Sustainable Investment and Finance Association (UKSIF).

Managing Director, Martin Stewart, is a member of The Society of Trusts & Estates Practitioners (STEP), The Institute of Financial Planning (IFP) and The Personal Finance Society (PFS).

We strive to develop close long-term business relationships with our clients and to always put our client’s interest first in mind.