
26 years Financial Services Experience. Stewart is a Chartered Financial Planner with CII. Prior to joining Principal & Prosper as a Director, Stewart was the Principal for Punter Southall Financial Management in Edinburgh for 4 years, with previous experience at Clydesdale Bank, HSBC Gibbs and Standard Life.
Qualifications
Chartered Financial Planner
FPC123
Advanced FPC
G10 : Taxation and Trusts
G20 : Personal Investment Planning
G30 : Business Financial Planning
G60 : Pensions
G80 : Long Term Care
K10 : Income Options in Retirement
K20 : Pensions Investment Options
MAQ Mortgage
AF5 : Advanced Diploma in Financial Planning









