Mount Stuart Wealth Management, gets to know you and your goals to provide bespoke, focused, and specialist advice to help you on your financial journey.
How we work with you
Financial and technical expertise should be a given in financial planning. Indeed, we are proud of our Fellowship and Chartered qualifications and can offer support on the most complex financial matters. But what is equally important is having a set of values and acting with integrity.
We live by doing the right thing.
We are:
Trusted – you can be sure we will do what we say we will
Dependable – you can rely on us to consistently deliver
Caring – we will listen to you and understand your needs
We earn our clients’ trust by upholding a set of practical principles, including:
Our ‘no-chaser’ policy, which means you are kept informed and do not have to chase for information.
A commitment to providing an initial response to emails within 24 hours.
A promise to deliver a follow-up summary and next steps within two to three days of a meeting.
Planning your financial journey
As a Mount Stuart client, you can expect high-quality, specialist advice and regular, face-to-face support. We schedule consistent meetings from day one, so we can always understand and respond to your needs.
Introductory meeting
We will meet with to understand your financial needs, aspirations and challenges.
Presentation meeting
We will create your financial model and present our live financial planning tool, showing predicted cashflow and outcomes.
Recommendation meeting
We will discuss feedback from the proposal, make recommendations and draw up a plan for our next steps.
As a client
Once we have established your financial aspirations and needs, we will agree and confirm your bespoke servicing arrangements.
Transparent charging you can depend on
As a St. James's Place Partner, we believe in providing clients with a transparent and clear total charge which covers the full range of services you receive on your investment journey, with no surprises along the way.