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Stuart Duffin

Financial Adviser

I have over 18 years’ experience as a Financial Adviser and provide quality, bespoke advice to individuals and businesses. A key part of my role is meeting with individuals, listening and understanding their situation and current life stage. More importantly, getting a complete picture of their financial aspirations. Making sure that I have their agenda at any meeting is what is important when it comes to helping them achieve their financial goals and objectives.

Prior to joining Blythswood Associates, I worked in the banking sector providing face-to-face advice for clients. I am fortunate to continue in a career where I can travel all over the country, meet people and bring to life their financial aspirations. Building lasting relationships with my clients based on trust and respect is central in all the work that I do.

Outside of work, you can often find me in the great outdoors, enjoying climbing the beautiful munros around Scotland.

Experience

- Wealth management

- Investment Planning

- Retirement Planning

- Inheritance Tax Planning

- Cashflow modelling

Sector Experience

- Private Client

- Corporate

Qualifications

- DipPFS

- Member, PFS