Here at Stewart Financial Management, we pride ourselves in providing our clients with quality bespoke financial planning advice.
Each member of staff at Stewart Financial Management has a minimum of 20 years Financial Services experience which is utilised to provide clients with suitable solutions. We are a professional organisation that provides a personal service.
We understand that no two clients have the same requirements and therefore require tailor made answers to their needs. We work closely with all our clients to ensure they have a personalised service and dedicated staff looking after them. We are more than happy to liaise with our client’s lawyers and accountants to ensure sound overall planning.
It is the SFM ethos to form close working bonds with our clients and also maintain long term relationships which in certain instances has covered three generations!!
In addition to providing advice to individual and corporate clients, SFM has a long standing association with a number of charitable and non profit making organisations providing them and their staff with Independent Financial Advice.