“My job is dealing with people from as young as 24 to as old as 94. They all have different aims and objectives, and my job is to construct portfolios which are appropriate for each and every one of them.”
- Locations
- Aberdeen
- Phone number
- 01224 267 900
Stuart is an Investment Manager in the Aberdeen office. He manages and constructs investment portfolios for a range of clients such as high-net-worth individuals, family trusts, corporate accounts and charities.
He prides himself on developing personal relationships with clients, regularly reviewing their goals and objectives to ensure their portfolios remain relevant and appropriately balanced. He works very closely with the Financial Planning team in the Aberdeen office as part of wider discussions around a client’s wealth, covering areas such as ISAs, pension accounts and offshore investments.
Stuart began his financial services career as a graduate at RBC Brewin Dolphin in 2007. He became an Assistant Director in 2019. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.