Stuart Barrett - Financial Adviser

I have established a 30-year career in Financial Services having worked previously for a leading High Street Bank, a solicitor firm and another national IFA business. I am a ‘General Practitioner’ in terms of the services I provide and enjoy using my experience and sound technical knowledge to help people in all areas of their finance. I specialise in Inheritance Tax Planning and the use of Trusts to protect assets and accumulate wealth.

I believe the “cornerstone” in giving sound financial advice is to maintain meaningful on-going relationships with my clients; to understand their goals and aspirations and ensure they are able, and continue to be able, to achieve them. This ethos is central to the Prosperity culture and heavily influenced my decision to join them.

I am married to Anne, have a real love of the countryside and look to take advantage of it whenever I can. Quite recently I have taken up sailing with a boat moored in the Kingsbridge Estuary so any spare time is being spent learning and perfecting the skill.


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