Stuart Smart DipFA CertLTCP
Financial Planner
Exeter office
What attracted you to a career in wealth management?
With a diverse background spanning financial services since 2004, I initially served as a Business Development Manager before transitioning to advice in 2013. My qualifications and experience provide a robust foundation for my current position, and I'm drawn to the nuanced challenge of understanding each client's unique situation, fostering enduring relationships, and steering them toward financial independence.
How do you approach your role on a daily basis?
I specialise in providing comprehensive support to a range of clients, from business owners to private individuals. My objective is to develop lasting relationships and a profound understanding of each client's situation. This ensures I can help them worry less about their finances, and achieve, then maintain, financial independence. Open communication and a commitment to a first-class service underpin my approach.
What are your interests outside of work?
Most of my time outside of work is spent with my family – my wife, two boys aged 7 & 4 and working Cocker Spaniel, Rodney.
When not with my family I’m usually found at the Gym or cycling, I hope to complete an Olympic Triathlon this year with a view to moving on to a full Iron Man next summer.