Stuart Huxtable
Partner @True Potential LLP
Dumfries, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2012 — Present
Partner @True Potential LLP
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Dumfries, GB
Partner and Financial Adviser focussed on delivering bespoke lifestyle financial planning to a wide array of clients.
EDUCATION
2018 — 2018
The Chartered Institute for Securities & Investment (The CISI)
Certificate in Pension Transfers & Planning Advice, Financial Planning and Services
N/A
Chartered Insurance Institute
Regulated Diploma in Financial Planning, Financial Planning and Services
SKILLS
Holistic Financial PlanningRetirement PlanningOffshore InvestmentsWealth AccumulationProtectionPortfolio Management.RetirementShareholder ProtectionStrategic Financial PlanningEquity ReleaseGroup Personal PensionsPersonal Financial PlanningIncome DrawdownInvestmentsFinancial AdviceIndependent Financial AdvicePensionsSippIncome for LifePersonal PensionsEstate PlanningIncome ProtectionFundingIsasAsset AllocationMutual FundsSavingsSaving for EducationUnit TrustsPersonal FinanceProtection Planning/Family SecurityWealth ManagementKey Person InsuranceInheritance Tax PlanningHigh Net Worth IndividualsFinancial AdvisoryWealth Management ServicesRetirement SavingsFinancial PlanningFinancial Services
ABOUT STUART HUXTABLE
Partner and Financial Planner focussed on delivering bespoke lifestyle financial planning to a wide array of clients, drawing on professional knowledge and experience spanning 30 years.
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