About Us
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 FSA 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.
Our business model differs from the traditional IFA because it:
- is fee-based and not commission-driven;
- delivers a professional, objective and truly independent service;
- focuses on the creation of appropriate solutions to meet client’s aims and objectives, not on the sale of products;
- is structured to provide a sustainable ongoing professional service to clients;
- delivers a high touch personal level of client service;
- utilises state of the art technology to enhance client service and business efficiency.
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.