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Brian Stewart
ACSI

Private Wealth Director

Brian has worked in the offshore advisory space for over a decade and enjoys building relationships with his clients to help them achieve their long term financial goals.

He enjoys delivering bespoke advice tailored to each client’s individual needs and specialises in providing long term pension/retirement planning management, dealing with regular savings & lump-sum investments, tax-efficient strategies for expat relocation, and long-term legacy planning, including IHT mitigation.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • Pension Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Tax Planning
  • Tax Structuring
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Investment Review
  • Property Portfolio Advice
  • Insurance & Family Protection
  • Education Fee Advice & Planning
  • High Net Worth & Ultra High Net Worth
  • Private Client Wealth and Estate Planning
  • Cashflow Forecasting & Modelling

Qualifications & Awards

Associate of the Chartered Institute for Securities & Investment (ACSI)

Regions Covered

  • Europe Excluding UK
  • UK
  • Middle East
  • Africa
  • New Zealand
  • Worldwide

Recognition