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.
“The fast-paced environment at Mount Stuart allows me a great opportunity to grow in all aspects of my role. As a team, we all support each other and for me, this is a winning combination.”
Ioannis Nikolaidis
Ioannis achieved his Bachelor of Science in Economics in his homeland of Greece and moved to the UK in 2019 to start his career in financial services as a Trainee Financial Planner. During this time, Ioannis provided support with preparing investment strategies and financial plans for clients as well as attending meetings with his fellow Advisers. Whilst gaining experience in the financial service industry, Ioannis simultaneously studied for his Chartered Insurance Institute Diploma in regulated Finance and achieved his qualification in 2023.
Ioannis’ role in Mount Stuart is to provide high quality advice recommendation reports for clients and ensure the advice always exceeds the St. James’s Place compliance standards as well as supporting Codey in some client meetings to gain exposure in all areas of financial planning. Ioannis is also working towards his CII Chartered qualification.
In Ioannis’ spare time he enjoys many competitive sports and leisure activities, which range from playing chess to basketball, as well as developing his personal skills from reading books to listening to podcasts.