Independent Protection Adviser
Stuart has worked in financial services since 1989 and has recently joined TFA as an independent protection adviser, serving the south and south west of England.
Stuart offers an invaluable service to his clients with regards to Business Protection, working on a Whole of Market basis, ensuring that his clients receive great advice and recommendations on the best product that suit their business protection needs.
Business Protection looks at protecting the Ownership, Profit and any Debt of a business in the event of death or ill health of a shareholder/partner or key person within a Company. It is an invaluable piece of insurance that all businesses should have, allowing peace of mind to both the business owners/staff and the individuals family, at uncertain times. Therefore, allowing the business to continue trading should the worst happen to a key individual within that business.
Whether you are looking for Shareholder/Partnership Protection, Keyperson Protection or Loan protection, speak to Stuart, who will happily assist you in providing the right products and the right Trust documents to protect your business.
Experience and background
Stuart has worked in the Financial Services since 1989, having worked for both LV= and Guardian Financial Services. During this time, Stuart gained vast knowledge and experience within the Business Protection and Individual Protection markets, he continues to advance his skills in all areas as new products and regulations are developed. He has regularly presented at industry conferences across the UK on Business Protection and individual protection matters.
Stuart passionately believes in both Business Protection and Individual Protection insurance, and the importance that these protection policies provide to businesses and families. Stuart prides himself on his knowledge and the quality of the advice that he provides for his clients. He ensures that his clients are kept informed at every step of the way during the advice process and aids in completion of the appropriate Trust documentation, that your business requires.
- Personal & Family Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
- Business Financial protection. A range of safety net measures, including Shareholder/Partnership Protection, Keyperson Protection or Loan protection
Stuart is an expert in the protection market and has regularly presented at industry conferences across the UK on Business Protection and individual protection matters.
What our clients say
At TFA we seek client feedback via the independent review platform Feefo, which collects real reviews from real clients. You can read the reviews for TFA by clicking on the Feefo link below.
Stuart lives in Herefordshire, with his wife who are now “empty nesters”. Although Stuart is based in Herefordshire, he is happy to travel to his client’s for meetings. Stuart regularly travels around the UK for meetings, so distance is not an issue.
Stuart always arranges appointments around his client’s schedule and is happy to meet them at their office premises, homes or any other location that may be more convenient to them. Stuart is also happy to conduct meetings over the phone or by using video conferencing software.