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Stuart Hutton Chartered MCSI, DipPFS
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Stuart originally qualified from Reading University with a degree in Quantity Surveying in 1991. Having had a life-long interest in the stock market and investing, he was offered the chance to join Edward Jones at the beginning of 2007 to train to become a Stockbroker and Financial Planner. This opportunity included building his own business from scratch, which he did over the three years with the company.

Stuart enjoyed the offer from Edward Jones, as it allowed him the freedom to be entrepreneurial and use his broad business skills. The office was like running your own business and Stuart maintains that his quick success came about from developing strong trusting relationships with his clients and always doing what was right for them. Due to the enthusiasm and energy with which Stuart worked, he also quickly became involved with working with new advisers to the firm throughout the South West and Wales, at one point overseeing 46 advisers.

"Invest Together"

Late 2009 saw Edward Jones leave the UK and the entire business being sold. Stuart decided at this point to set up his own branch with Raymond James Investment Services.

Connect with Stuart on LinkedIn

Cheltenham Investment Advice

 

Investment Advice Cheltenham

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Stuart's qualifications and expertise is broad and he enjoys increasingly the need to work with clients on their financial life plans. He works with individuals and small businesses that need investment advice, management and prefer a good level of interaction. He is qualified to level 6 through the Chartered Institute of Securities and Investments and has recently been awarded Chartered Member Status [Chartered MCSI]. Additionally, he has also been studying through the Chartered Insurance Institute and holds the DipPFS designation.

Outside of the business, Stuart is currently Chair of the Board of Cheltenham Borough Homes, a Governor at his children's primary school and is actively involved in his local Church community.

  Qualifications held by Stuart

Chartered Insurance Institute(CII) Qualifications

  • CF1 – UK Financial Services, regulation & ethics
  • CF2 - Investment & Risk
  • CF3 – Protection
  • CF4 – Retirement planning
  • CF5 – Integrated certificate in Financial Planning
  • CF8 - Long Term Care
  • JO1 – Personal Tax
  • R01 – Financial Services, regulation & ethics (diploma level)
  • R02 – Investment Principles & risk (diploma level)
  • R04 – Pensions & retirement planning
  • AF1 – Personal tax & trust planning

Chartered Institute for Securities and Investments (CISI)

  • Certificate in Investments securities Level 3
    Required to invest into direct securities
  • Private Client Investment Advice & Management PCIAM Level 6 (Merit)
  • Integrity Matters (A grade)

Stuart is also looking into new ways of evolving the business, seeking opportunities that he and Pieter recognise that would benefit their clients.

 
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Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
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