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Stuart Smith, Chartered Financial Planner

Stuart Smith

Chartered Financial Planner

About Stuart

Stuart has worked in Financial Services since 2001 and has qualified as Chartered Financial Planner. He provides advice to clients across Carlisle and West Cumbria in all areas of corporate and individual financial planning, ranging from investments and inheritance tax planning through to company pensions and business protection.

With independent client reviews through VouchedFor, Stuart is featured in the 'Guide To The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.

 
READ MY CLIENT REVIEWS
Reviews and Ratings for Financial adviser Stuart Smith, Carlisle

From our blog

How can you ensure your beneficiaries receive the maximum benefit from your pension?

  • 14th March 2024

How do I plan for retirement?

  • 4th January 2023

How to ensure your assets go to the right people and save potential inheritance tax

  • 22nd September 2022

What our clients say about Stuart

After a lifetime of working for a living, we all have a fear that our finances will be insufficient to support us throughout our retirement. Long term financial planning is accordingly hugely important and we must have trust in our financial advisers.

Stuart and the Armstrong Watson team took the time to understand all aspects of our personal circumstances before giving advice. This is the end of the relationship for many advisers but to Stuart and his team, it is merely the start. Their ongoing commitment gives us great confidence that our financial future is being well cared for.

Harry & Diane Strong

I first approached Armstrong Watson Financial Planning for advice on retirement and pension planning. Stuart helped me plan the most effective way to maximise my pension benefits and income needs and now also provides advice to both me and my wife on our investment portfolios.

Pensions and investments are a minefield these days but Stuart has taken the load from us and left us to enjoy our retirement!

John Clarke

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Audit is a trading style of Armstrong Watson Audit Limited.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

MyRetirement is a trading style of Armstrong Watson Financial Planning Limited.

Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.