Stuart + Carlyon offer clients a financial planning service that combines an unmatched experience in financial and investment planning with a broader life-goal focus. Stuart + Carlyon provide a boutique fee-based service supported by a network of investment, tax and legal specialists. Our approach enables you to receive superior unbiased advice that can make a difference to your life.
We offer a highly personalised and professional level of service, and we understand our clients. Thanks to our Investment Management Service our clients know their financial arrangements are in safe hands and a phone call away. We accept clients who have been referred by an existing client, accountant or lawyer.
Susanna and Deborah are both Certified Financial Planners (CFPCM), Authorised Financial Advisers (AFA), and members of the Institute of Financial Advisers (IFA).