INVESTMENT SPECIALIST - SUCCESSION GROUP WEALTH MANAGEMENT
Stuart works for national firm Succession Group and is based in Liverpool as their wealth manager in the city. He is passionate about Liverpool and helping businesses owners prosper within the city.
He works with professionals and business owners and helps them determine how to meet their financial objectives whether that is raising funding for a new business or determining the level of capital required to exit a business and be financially free for the rest of their lives.
Stuart would be happy to help with any personal or business finance questions you may have. Some of the things he would love to help with:
· Financial forecasts.
· Raising Money
· Investor Appeal
· Exit Strategies
· Personal Finance