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Our Wealth Planners

Rory Stuart

Wealth Planning Director


BA (Hons), CeFA, DipFA, MIFS


I joined Sanlam in 2008 having started my financial services career in 2007, joining Bank of America in the Financial Fraud department. Originally from Dorset, I grew up in North Wales, going to school there and also studied at the University of Wales, Bangor. I relocated to Bristol in 2010.

In my own time I'm quite sporty, playing a range of sports from Badminton to Golf. I'm on the committee of my local tennis club and take a keen interest in developing local facilities. When time and travel permits I also like to indulge in scuba diving and skiing.




In our dealings with Sanlam and in particular Rory Stuart over many years, we have been repeatedly impressed with Rory’s professionalism and up to date knowledge of the finance and investment sector. So much so that we have recommended him to several friends who have been equally impressed with the personal service provided.

Colin and Jane Burns

As well as being very personable, Rory is thoroughly professional in his work. In the years that we have known him, we have always had the utmost faith in his ability to understand current and emerging influences on our investments, and to give us timely and easy-to-understand advice on how to get the best possible value from them. Whenever we talk to him, we always feel confident that our hard-earned investments are in the safe hands of somebody who genuinely cares about us.

Mike and Di Basnett

Rory Stuart

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.