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Stuart Nelson

Financial Planning Consultant DipPFS in Harpenden

A little bit about Stuart

My role as your financial planner is to work closely with you to create a robust financial plan to achieve your goals and ambitions. I'm there to answer your important financial questions and to advise on the most tax efficient options and solutions to achieve your goal. My mission is to remove the uncertainty and worry around financial security and to ensure you and your family are fully protected from life's uncertainties.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Level 6 Award in Regulated Pension Transfer Advice

  • The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.

Location

Stuart's location

Harpenden
AL3
United Kingdom

Stuart offers expert financial advice to suit your needs, covering Harpenden and surrounding areas.

More about me

I believe that proper financial planning starts with listening to your goals and ambitions, understanding your challenges and fears and working alongside you to create a financial plan that is robust, clear and measurable but also one that can evolve with you. We all pursue 'financial freedom' but most importantly it is financial peace of mind which is most important to most of us.

After 20 years’ experience in financial markets - trading and managing investments - my knowledge and experience in analytical decision making makes a difference to clients by helping them achieve their financial goals by using modern planning techniques and up to date technology to deliver accurate financial forecasts. I work with you to connect the different aspects of your financial life, business, family and personal ambitions. By joining the dots and coordinating the tax, legal and wealth planning enables us to identify and quantify the probability of achieving the goals that are most important to you and the timeframe to achieve these. Making sure you and your family are protected from any unexpected surprises is a key part of any plan and gives peace of mind. Plans should have flexibility as we all know that life can be unpredictable! All great relationships start with a conversation! Contact me to find out how I can help you realise your financial ambitions

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.