WHO WE ARE

Stuart Davis

BSc (Hons), DipPFS

Financial Adviser

Stuart joined Portfolio in January 2016 from a national advice firm having started his career there directly after graduating from the University of Liverpool in 2009. Stuart progressed rapidly through financial planning diploma studies and fully qualified as a Financial Adviser in 2010.

He has excellent technical knowledge across all areas of financial planning, and holds the Advanced Pension Planning qualification (AF3) from the Chartered Insurance Institute as part of his progress towards becoming a Chartered Financial Planner, which Stuart hopes to pass shortly.

He predominately advises clients with complex financial planning requirements often in the area of retirement planning.

Outside of work Stuart likes to keep active particularly enjoying mountain biking, walking with the dog and generally being out in the countryside.