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Please feel free to get in touch

Our Wealth Planners

Stuart Bourne

Wealth Planning Director

Qualifications:

Certified Financial Planner, BA (Hons) Econ, DipPFS

Biog:

Prior to becoming a Wealth Planner with Sanlam, I graduated with a 2:1 Honours Economics degree from the University of Manchester. I was Sanlam’s first graduate trainee adviser with their award winning programme and spent 3 years in North Wales, before moving back to my home in Cardiff. I now advise clients predominantly along the M4 corridor in the South West.

I deal with a mix of self-employed individuals and professionals at different stages of their life, whether they are starting out in their careers or happily retired. I enjoy the diversified nature of advice that this offers, and adapting to changes in my clients circumstances to be on hand to give my clients peace of mind.

When I am not busy helping in local business clubs, I spend my spare time playing football in a local league, watching rugby & football, catching up with friends, & the many adventures that a young family offers with my wife and two children.

Contact:

getintouch@sanlam.co.uk

Testimonials:

I have trust in him and feel that he is acting in my best interests. He provides good explanations and is proactive. He has not let me down and is willing to go the extra mile.

F. Rees

I am happy in the knowledge that I feel my investments are in good hands. I value his confidence, clarity, courtesy and presentation. I am delighted with the service that I get from Stuart Bourne.

S. Wilkie

Stuart Bourne

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.