Stuart founded Willson Grange Limited in 2000 having worked for 10 years as an Independent Financial Adviser (IFA), and is responsible for all the underlying operations of the company. He achieved CII Corporate Chartered Financial Planner status in 2008. Willson Grange became an appointed representative of St. James’s Place Wealth Management Group in the following year and the business has since become established as a Principal Partner Practice within the Group. Stuart advises a substantial portfolio of loyal clients on a wide range of financial matters, from personal investment planning to taxation and trusts and retirement planning, both personal and corporate.
He offers the very best in wealth management ‐ a finely tuned knowledge of pensions, investments and financial protection for families and/or businesses, combined with a commitment to outstanding customer service. The continued success of Willson Grange is very much a result of Stuart’s expertise and experience and his ability to maintain excellent relationships with his clients.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.