Stuart A. Buchan

Chartered Financial Adviser @Baggette Co. Wealth Management

Poole, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2017 — Present

Chartered Financial Adviser @Baggette Co. Wealth Management

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Financial Planning, Wealth and Business Development Manager position held at Baggette + Co Wealth Management Ltd based in Poole, UK. This is a highly respected Wealth Management Company offering professional independent financial advice to all its clients.The Company offers a compelling and traditional Wealth Management Service balanced with cutting edge technology, research and asset management for all client’s needs and the Client Agreement is at the heart of the relationship between the Client and the company.Baggette + Co have a desire to extend the scope of their Wealth and Financial Planning service and are keen to continue to develop their professional relationships across the region with Solicitors and Accountants to assist all clients in achieving their financial objectives.

EDUCATION

1994 — 2012

Chartered Insurance Institute

Financial Planning and Services

2013 — 2017

The Chartered Institute for Securities & Investment (The CISI)

Chartered MCSI, Private Client Investment Advice & Management

SKILLS

Relationship ManagementBusiness Relationship ManagementCreditManagement DevelopmentPrivate BankingRetail BankingFinancial ServicesLearning & DevelopmentFinancial RiskFirst Line Management in Financial ServicesPortfolio ManagementBankingWealth ManagementRisk ManagementLearning & Development SolutionsLearning Management

ABOUT STUART A. BUCHAN

Highly experienced Wealth Adviser based in the South of England offering professional…

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