01275371900 sip@stewartinvestmentplanning.co.uk

About you

Our ideal client types

We deal primarily with the following types of client:

  • Successful entrepreneurs and business owners
  • Senior executives
  • Senior legal & accounting professionals
  • Trustees
  • Green and ethical investors
  • Individuals with inherited wealth
  • Sports professionals

Our ideal clients typically have several of the following things in common:

  • Investment capital (excluding property) of at least £150,000
  • Would like to have their money well organised to create further wealth and preserve existing wealth tax-efficiently
  • Need help and/or are too busy to organise themselves financially because of the demands on their time and energy with a highly successful business(s), careers or other interests.
  • Thinking about or already retired
  • Sold a business or considering their business exit strategy
  • Would like their investments to take into account personal values and beliefs
  • Want to develop a long-term relationship with a trusted, competent and professional adviser
  • Are friendly, helpful and influential