Stuart Bates

Financial Planning Director

Professionally

Having worked in financial services since 2002, Stuart genuinely enjoys working with clients to improve their financial situation and quality of life, as well as the personal relationships he builds along the way. Operating from our London office, he takes pride in the continual development of a quality client proposition, creating the best client experience possible at great value.

A degree of tenacity and creativity has served Stuart well in his experience within proposition development. He also maintains a mindset of always looking to learn more, a thirst for knowledge that continuously improves his ability to deliver quality financial advice in London.

He believes the Craven Street Wealth team are welcoming and down-to-earth people with extensive experience and expertise, who uphold his core values of putting clients at the heart of everything, striving for excellence, and building long-term relationships based on trust and integrity.

Stuart is pleased to be part of the management team in the early stages of Craven Street Wealth and its plans going forward, where he looks forward to helping drive the firm’s success as a trusted financial planner in London.

qualifications

  • Fellow of the Personal Finance Society (FPFS)
  • Chartered Financial Planner
  • BSc Honours degree in Business Management, University of East Anglia (UEA)

Personally

Having climbed Mount Kilimanjaro in Tanzania, Machu Picchu in Peru as well as kayaking in the Norwegian fjords, Stuart has a real sense of adventure – From open water swimming, scuba diving or mountain biking, where possible, Stuart likes to keep fit whilst staying close to nature.

From time to time, he takes part in charity events from fun runs, mountain hikes or swimming challenges and on an ideal weekend can be found enjoying food, music, festivals. Stuart is very much a family man and enjoys all the wonders parenthood brings.

His favourite holiday activity is snowboarding where he relishes the crisp mountain air, blue skies , fun and excitement of flying down a mountain.

Stuart in the spotlight

People would describe me as:
Lively, genuine, a family man and fun to be around. Tenacious, driven and sharp.
My day starts with…
A short period of meditation and contemplation, followed almost immediately by the chaos of children and family life.
An interesting fact about me is
I still DJ - House and Drum and Bass, though more of a hobby than a back-up career!
London regional office:
Craven Street Wealth
Suite G08-G09
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

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    Craven Street Wealth
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