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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 if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

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

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By accessing the free guide, you will be providing us with your contact details, which our adviser will use to communicate information about our products and services with you. You can find out more on how we use your personal data on our Privacy Notice. You can opt out at any time by visiting our preference centre.

Upon receipt of the free guide, our adviser will obtain your contact information and may reach out to you for further discussion.

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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.