T: 01865 813 317
Stuart joined FOCUS in 2001 and specialises in providing investment and retirement planning advice. He became an Associate Partner in 2015.
About Stuart Bartholomew
Stuart has worked in the financial services industry since 1995, gaining experience as a Team Leader with Sesame (formerly Countrywide) before joining FOCUS in 2001 as a Paraplanner/Administrator. In 2005, Stuart reached his goal of becoming a qualified adviser and was appointed as a Consultant.Since then, his client bank has grown and Stuart has developed long standing relationships with some of FOCUS’s most important clients. As a Diploma qualified adviser with the Chartered Insurance Institute (DipPFS), Stuart now specialises in providing investment, pensions & retirement planning and protection advice to both new and existing clients. By gaining a full and comprehensive understanding of his clients’ needs and objectives as well as their goals and desires, he works with them to plan carefully for positive outcomes both now and in the future.
Stuart also takes responsibility for monitoring the FOCUS Centralised Investment Proposition as a member of the Investment Committee. He is also partly responsible for the ongoing training and development of the team of Paraplanners and Administrators and will take a key role in overseeing Marcus Ramsell’s transition from Paraplanner to Adviser in 2016.
Stuart has 2 children and in his spare time enjoys playing football, running and generally keeping fit as well as eating out and is a keen West Ham fan.
Becoming Associate Partner at FOCUS
Who you admire the most
Roger Federer, Sir Bradley Wiggins & Sir Richard Branson
The birth of my two children
An ice cold Peroni
Anything from pop to rock
My amazing partner, Lesley, and my two children - Morgan and Amelia