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Stewart has a certificate level qualification in financial planning. This is the benchmark qualification required before someone can apply to become an adviser.
Prior to joining Turris, Stewart spent 16 years as a fully qualified adviser providing a full range of advice to his clients. Stewart also has 10 years experience of working in a Head Office environment for a major financial services company. This background provides Stewart with an ideal platform from which to run our client administration function.
Stewart conducts all of his business dealings in accordance with our internal Code of Conduct and Ethics.
Stewart says: "When I joined Turris, I was very impressed with the comprehensive and detailed planning approach undertaken on behalf of clients. However, perhaps more important was the desire and ability to "see things through the clients' eyes." This helps to explain the "plain English" reporting style adopted by Turris. In terms of infrastructure, clearly a lot of thought and effort has gone into the building of the administration back office system. This helps enormously with the smooth running of the Turris back office." |
