STUART SYMONS, PARAPLANNING MANAGER

Stuart joined the financial services industry in 1999 having graduated from Leeds University with a degree in Civil Engineering.  Stuart worked as a tied agent for Lincoln Financial Group until the transfer of their advisers to Inter Alliance towards the end of 2000 whereupon he took up a role as a Paraplanner.

Stuart stayed at Inter Alliance until February 2005, gaining Advanced Financial Planning Qualifications in Taxation and Trusts and Personal Investment Planning and worked for a number of advisers during that time.  In October 2005 he gained an advanced qualification in Investment Portfolio Management and has recently sat an exam in Business Financial Planning. 

Stuart is now the Paraplanning manager at Paramount Group and works closely with a number of the advisers and Directors producing bespoke reports for clients in areas such as retirement planning and capital investment.