The principal Stuart Allcock resides mainly in Exeter but spends time in London regularly. He became a Financial Adviser in 1988 having been initially trained by Allied Dunbar and passed the now base level industry qualifications, the Financial Planning Certificate (FPC), in 1991. In 1995 he left to form his own firm trading completely independently. Has taken the personal decision, although not mandatory, to continue his education via the Advanced Financial Planning Certificates. He holds certificates in Personal Investment Planning, Taxation and Trusts, and Investment Portfolio Management.

He is a member of The Society of Financial Advisors and the Institute of Financial Planning (see links page).

Stuart sees providing Impartial Financial Advice, as his career, and would strive to achieve a long term relationship. Those wanting a one-off service are also very welcome.