The financial advisors of Andrew Stuart & Company Limited have over 30 years of experience in the financial services industry.
How We help you:-
Provide clarity and a purpose for why you are approaching us
Provide peace of mind
How we are paid
Andrew Stuart & Company Limited decided in 2004 to introduce a fee charging structure, thereby moving away from reliance on product provider commission. We believe this way is fairer for client and adviser, as the cost for financial advice is much clearer and removes any bias towards using providers who would pay the largest commission. You pay for our expertise and nothing is hidden from you.
This is now the norm for the industry as the Financial Services Authority have abolishing commission charging structures with effect from 1st January 2013 on pension and investment related business. We believe, having adopted a fee-based structure for many years demonstrates increased professionalism and we use a business model that means you get the most competitive rates. Therefore whoever you use for financial advice, bear this in mind.
For Honest Effective Life Planning, Choose Independent Financial advisers from Andrew Stuart & Company Limited
We conduct our business all over the country but the main areas we service are: Sheffield (All encompassing but mainly Dore, Totley, Bents Green, Whirlow, Tapton), Bakewell, Baslow, Chesterfield, Buxton, Matlock, Alfreton, Belper, Chatsworth, Stockport, Wilmslow, Prestbury, Cheadle Hulme, Didsbury, Alderley Edge, Chapel En le Frith, Dronfield, Barlow, Cromford, Clay Cross, Barnsley, Hazel Grove, New Mills, Tideswell, Eyam, Edale, Castleton, Ashford in the Water, Bradwell, Bamford, Grindleford, Frogatt, Calver.
Over the years that Andrew Stuart & Company Limited have been trading, we have built up many personal and long lasting relationships with clients; here are just some of the kind words we have received. Please click on the Vouchedfor tab to see many more honest reviews from clients.
We have dealt with Andrew Stuart & Company for the last eight years. During that time, Stuart’s advice has always been carefully tailored to our personal circumstances and needs. Meetings are professional yet friendly. We have always had the feeling of competence and integrity, allied with the personal touch. We hope our successful association will continue for many years.
We have been clients of Andrew Stuart and Company for a good many years and have always found them to be professional, helpful and good communicators. They have always kept their finger on the financial pulse. We have no reservations in recommending this Company.
As a recent first time investor searching for a ‘home’ for my retirement pension lump sum, I sought investment advice from Stuart Carnall of ‘Andrew Stuart & Company Ltd’. I had looked to Stuart as he had been overseeing my wife’s investment for a number of years.
I was initially very naive regarding my investment options and had little idea as to what was appropriate for my circumstances. Unfazed by this, Stuart patiently explained the various possibilities open to me and how they related to my circumstances and future expectations, most importantly doing so in such terms that this first time naive investor could understand. He provided me with sufficient advice and documentation to enable me to go away and reflect on my future course of action. At no point in time did I feel under any pressure to be drawn towards any specific product, and I was able to make my decision to invest based on this advice. Stuart subsequently arranged my investment in a most painless and straight-forward manner.
Over the past 18 months, Stuart has maintained regular contact where necessary, and has always been available, either by phone or in person, to answer my queries and concerns. I have found that his enthusiasm, knowledge and all-round helpfulness have certainly motivated me to follow my investment on the True Potential Platform and take a keen interest in financial matters generally, where little interest lay before. I am completely satisfied with Stuart’s management of my investment, and would have absolutely no hesitation in recommending his services to others.
I have found the services you provide to be professional and carried out with clarity much appreciated. I trust our relationship will continue in the same good working relationship.
I am very pleased to recommend our neighbour, very good friend and excellent Financial Advisor Stuart Carnall. We can’t recommend Stuart’s help and support strongly enough ! He’s a star !
Over the years, we have dealt with all sorts of clients and one thing is clear. No client is the same and all have different aspirations and goals. Our Financial Advice process helps guide you through the maze.
Here are a few case studies of what the clients problem was and how we helped them.
Mrs C from Sheffield approached Andrew Stuart & Co when her parents had sold their home as they were moving into a Care Home in Sheffield. As there was a sizable sum of money, she didn't wish to take on the responsibility of investing the money herself and would prefer to use a professional adviser to help guide her through the process efficiently. Her parents had enough retirement income to pay for the care home fees with some excess so investing for income wasn't an issue for these clients.
Advice Area - Following a Divorce, Mrs S required help in setting up a new pension as a result of a forced transfer
Outcome - Having worked with Mr M previously on his mortgage, we noticed that in his contract of employment he could receive help from his employer towards the cost of this kind of cover which doesn't come cheap.
Advising Business owners, Individuals and Trustee's to Protect and grow their wealth - Specialising in Pensions, Investments & mortgage advice ensuring peace of mind and financial security
Being truly honest Financial Advisers, we offer a comprehensive range of financial advice services for individuals, business owners and Trustees covering a wide range of financial planning areas with specialist knowledge in Investments, Pensions and company pension schemes including Auto Enrolment. Based in the beautiful Peak District in Derbyshire, just a stones throw from Sheffield, We have clients all over the country. We advise many company directors on their personal finances ensuring they are growing and protecting their wealth in the most efficient way including tax efficient strategies to utilise business profits.
