Mount Stuart Wealth Management Limited
The best advice is personal. Focused on your specific needs and with your very best interests at heart. At Mount Stuart Wealth Management, we really get to know you and your goals for the future to provide bespoke, focused and specialist advice to help you on your financial journey. With a team of over ten highly qualified professionals, we pride ourselves on providing exceptional and personalised service. You can trust us to prioritise your financial goals and work with you to achieve them. Mount Stuart Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 30/4/2025
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Callum Dance
Financial Planner · Finance & Accounting
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Jonathan Sparrow
Operations Manager · Operations
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Top roles at Mount Stuart Wealth Management Limited
4 distinct titles indexed · top 4 shown.
- 2operations manager
- 1financial planner
- 1senior financial planner
- 1wealth management administrator
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