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 gets to build along the way. 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, that thirst for knowledge resulting in him continuously improving his ability to deliver quality advice to clients.

He believes the Craven Street Wealth team are welcoming and down to earth people with much experience and expertise who uphold his own 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 forwards where he looks forward to helping drive that success.

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, Stuart likes to keep fit whilst staying close to nature – from open water swimming, climbing mountains, kayaking, scuba diving, snowboarding or mountain biking.

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 or an adventure on the beach or in the mountains.

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 & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE
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
OX2 0JJ

Contact us

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