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Stuart Smart, Independent Financial Planner

Stuart Smart, Independent Financial Planner

Stuart started working in the financial services industry in 2004 with an insurance company. He has been advising clients since 2013, firstly specialising in Mortgages and Financial Protection and progressing to a fully holistic approach to Financial Advice.

Stuart has his Diploma in Advanced Financial Advice and is currently working towards Chartered status.

Outside of work, Stuart enjoys chasing after his 2 young children and dog Rodney while squeezing in a bit of fitness and cycling when he can.

Stuart started working in the financial services industry in 2004 with an insurance company. He has been advising clients since 2013, firstly specialising in Mortgages and Financial Protection and progressing to a fully holistic approach to Financial Advice.

Stuart has his Diploma in Advanced Financial Advice and is currently working towards Chartered status.

Outside of work, Stuart enjoys chasing after his 2 young children and dog Rodney while squeezing in a bit of fitness and cycling when he can.

Reviews and Ratings for Stuart Smart, Independent Financial Planner
Stuart started working in the financial services industry in 2004 with an insurance company. He has been advising clients since 2013, firstly specialising in Mortgages and Financial Protection and progressing to a full holistic approach to Financial Advice.
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In 2018, Chris joined the team at Aspirations as a Financial Planner where he continues to help new and existing clients. He works to provide a truly holistic approach to…
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As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry. His main aim is to help…
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Andy leads on all commercial activities and is responsible for developing the team. He has over 30 years’ experience working in financial services and a huge focus on value. Previous…
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Adam joined Aspirations in 2018 with over 20 years of experience in the financial services industry. Having spent several years working with private clients and overseeing their financial planning needs,…
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John graduated from Dundee University with a degree in Business Economics and Marketing and started work in the financial services sector in 2010. In 2014, John moved to Bristol to…
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Steve is a Senior Paraplanner and brings with him over 16 years of experience in the financial services sector. Before joining Aspirations, Steve worked as a Paraplanner for 9 years…
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Laurin joined the team in March of this year as a Paraplanner and brings with her 7 years of experience in the financial services sector. Before joining Aspirations, Laurin worked…
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Keiron joined the team in April bringing with him 20 years of experience in financial services. Having started out working with stockbrokers and insurance brokerage firms, Keiron moved on to…
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Stuart is a Trainee Paraplanner and has enjoyed a 15-year career in the finance sector across various administration roles, mainly working in pensions which is his specialty. Previously, Stuart has…
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Sarah joined Aspirations in 2021 as a Senior Administrator and offers further support in resource management as well as management of our internal systems. Before joining Aspirations, Sarah worked for…
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Keith has worked in financial services for 13 years and has previously worked for AXA/Aviva. He provides sound investment knowledge, analysis and administration to support his team. Keith is knowledgeable…
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Tayla joined the team in June 2019 and has been working in the financial services sector for 4 years. She has recently taken on the role of Senior Administrator, priding…
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James is a Senior Administrator with over 5 years of industry experience working in both administrative and research roles. Before joining the team at the start of the year, James…
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Ellis joined Aspirations as an Administrator at the start of 2021 with 4 years of experience in the industry after having worked for WP Financial Services. After only a few…
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Jacob joined Aspirations in June 2021 to help support the senior administrators, paraplanners and financial planners. Before joining Aspirations, Jacob obtained a law degree from Swansea University and went on…
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Mira joined Aspirations in November 2020 after a 9-year career working in the Retail sector. As an Administrator, Mira’s main focus is to support the Financial Planners and Paraplanners, as…
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Rachel joined Aspirations in June as Paraplanning Manager. With over 20 years of experience working in financial services, Rachel has worked across a number of roles that include advising, paraplanning…
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Greta joined the Aspirations team at the start of 2021 to help lead the company through a rebrand and to drive marketing initiatives. She brings with her 9 years of…
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Stephen is a Chartered Compliance Manager and works very closely with the Financial Planning team to ensure the advice given to clients is always in their best interests and meets…
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Meet The Support Team
Nickie is our Office Manager and is responsible for the day-to-day running of the office. Nickie also oversees the financial administration of the business and has over 17 years of…
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Meet The Advisers
Stuart started working in the financial services industry in 2004 with an insurance company. He has been advising clients since 2013, firstly specialising in Mortgages and Financial Protection and progressing…
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Izzy joined Aspirations in 2020 and brings with her over 18 years of experience in the financial services sector. Izzy enjoys and values building long-lasting client relationships with clients, some…
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Meet The Advisers
Sam joined us in February 2020 as an Associate Financial Planner. His goal is to nurture lasting client relationships by providing clear, concise, personalised advice; helping clients make pragmatic decisions…
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    Aspirations Financial Planning is a trading style of Aspirations Financial Advice Ltd and is directly Authorised and Regulated by the Financial Conduct Authority (FCA) FRN Number 668764).

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    Registered Office: 1st Floor West Offices Willow Brook Centre, Bradley Stoke, Bristol BS32 8BS.

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