david stewart - straight talk financial planning
2 south street, southampton, SO45
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Independent
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We offer a range of fee based services. These range form our "bespoke" service which is a holistic service covering all aspects of the clients financial life to our "foundation " service which is designed for clients who require a much simpler service. We use a range of analitical tools to assist in building a "lifeplan" for our clients. This ensures that we are able to ensure that their planning remains relevent and up to date.We meet with our Bespoke and Premier clients on a regular basis as well as regular communication by way of newletters, e mail and of course quartlery valuations for investment clients.
I started my career with Property Growth Assurance in the mid 70's. In 1980 I joined HIll Samuel the merchant banking group as manager of the Bourmenmouth branch of HIll Samuel Investment Services. In 1984 I was appointed as a regional director HIll Samuel Investment Services and subsiquently a director of HIll Samuel International Investment Services. Hill Samuel was taken over by TSB in 1987 and like many others I left in 1990. I started my own independent practise and have been offering independent advice since then.