Stuart Harmer has 20 years’ experience in providing financial advice, so he has gained lots of experience to match his qualifications. He accepted an invitation to join St. James's Place, and M&D Wealth Management was established. With an office based in Old Basing, M&D Wealth Management are able to provide face to face advice to clients across the South of England.

Stuart is an experienced financial and wealth planner with over 20 years of experience within financial services. He is an expert in delivering face-to face advice, whilst building long term relationships with his clients. His priority is to ensure that his clients’ financial goals and well being are looked after in a trustworthy and professional environment. He offers holistic financial advice covering retirement planning, inheritance tax planning, protection for you and your family, and investment planning.

Stuart prides himself on working in an easy to understand and friendly manner and it is his firm belief that trust is the most important part of any adviser/client relationship, and this takes time to develop.

M&D Wealth Management was established with one very simple aim; to provide clients with the very best, expert financial advice, empowering them to achieve their financial goals and aspirations. Based in the historical village of Old Basing in Hampshire, their clients span across the South of England. By setting up M&D Wealth Management it enabled Stuart to dedicate 100% of his time to ensuring that his clients’ needs are fully met. He is also able to build long standing, trusted relationships with all of his clients, which gives them the reassurance that he will be dealing with them for as long as he is needed.

When dealing with clients Stuart aims to help them make the most of their financial resources and help deliver their long-term financial goals and aspirations through comprehensive and considered financial planning. The world of financial products can be confusing, and I take pride in my ability to deliver my advice with a clear and easy to understand approach, putting clients at ease, while ensuring that they fully understand what is needed in order to make informed decisions. Once you become a client of Stuart’s it’s incredibly important that to him that he is available to be called upon, not only in good times, but also through more difficult periods. This sits alongside the ongoing advice proposition which ensures that first class service is maintained throughout your life as his client.

Stuart was approached by St. James's Place and invited to join the Partnership. He proudly accepted, and M&D Wealth Management was born. This has given Stuart the freedom to afford people the time they deserve, during what is often a very critical time in their lives. Stuart is also able to provide the products and services from a company with a distinctive approach to investment management.

What makes him different:

• On-going, face-to-face advice and regular reviews to ensure your financial planning is kept on track
• In depth knowledge of the NHS Pension Scheme
• Expertise surrounding financial issues facing medical and dental practitioners and their businesses
• Exclusive access to the St. James's Place Distinctive Investment Approach, which includes the regular monitoring of their carefully selected group of external Fund Managers.

Outside of work Stuart’s priority is his family. He is an assistant instructor in Choi Kwang Do, which he enjoys partaking in with his two children. Aside from this he also undertakes sprint triathlons when injury-free.