Stuart Alldus
Head of Wealth Management at Portman Financial Management- Claim this Profile
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English Native or bilingual proficiency
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French Professional working proficiency
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Swedish Limited working proficiency
Topline Score
Bio
Lea Collins
I must express how indebted I am to Stuart for helping me on my way to learning and development new essential skills. Working first hand for Stuart, made me understand how much he does for its clients. The extents he would go to in helping better all his client’s financial situations were unbelievable. There’s duty of care, but then there’s going to extra mile. Stuart is a gem of a person hardly found in such a competitive environment. He truly is one who can be trusted with your life in his hands. If commitments did not bring me back to the UK, I would still be working for him.
David Warren
I have worked with Stuart since 2009 and during that time have found him to be a knowledgeable and trustworthy guide through the world of finance. During our meetings he always takes care to ensure both my wife and I are completely understanding of the points he is trying to get across. I appreciate that I'm sometimes not the easiest client to deal with but Stuart leaves me confident we have financial matters taken care of. I would not hesitate to recommend him as a financial adviser – as I do to my own friends and colleagues and will continue to do in the future.
Mohammad Shafi
I have known Stuart for a few years now and have always felt comfortable working with him. As an investment adviser he instills confidence with his maturity and understanding of the subject. His awareness of the larger trends in world markets make for interesting discussions. He is personally amiable and reliable and I would happily recommend him to anyone looking to hire an Investment Adviser.
Lea Collins
I must express how indebted I am to Stuart for helping me on my way to learning and development new essential skills. Working first hand for Stuart, made me understand how much he does for its clients. The extents he would go to in helping better all his client’s financial situations were unbelievable. There’s duty of care, but then there’s going to extra mile. Stuart is a gem of a person hardly found in such a competitive environment. He truly is one who can be trusted with your life in his hands. If commitments did not bring me back to the UK, I would still be working for him.
David Warren
I have worked with Stuart since 2009 and during that time have found him to be a knowledgeable and trustworthy guide through the world of finance. During our meetings he always takes care to ensure both my wife and I are completely understanding of the points he is trying to get across. I appreciate that I'm sometimes not the easiest client to deal with but Stuart leaves me confident we have financial matters taken care of. I would not hesitate to recommend him as a financial adviser – as I do to my own friends and colleagues and will continue to do in the future.
Mohammad Shafi
I have known Stuart for a few years now and have always felt comfortable working with him. As an investment adviser he instills confidence with his maturity and understanding of the subject. His awareness of the larger trends in world markets make for interesting discussions. He is personally amiable and reliable and I would happily recommend him to anyone looking to hire an Investment Adviser.
Lea Collins
I must express how indebted I am to Stuart for helping me on my way to learning and development new essential skills. Working first hand for Stuart, made me understand how much he does for its clients. The extents he would go to in helping better all his client’s financial situations were unbelievable. There’s duty of care, but then there’s going to extra mile. Stuart is a gem of a person hardly found in such a competitive environment. He truly is one who can be trusted with your life in his hands. If commitments did not bring me back to the UK, I would still be working for him.
David Warren
I have worked with Stuart since 2009 and during that time have found him to be a knowledgeable and trustworthy guide through the world of finance. During our meetings he always takes care to ensure both my wife and I are completely understanding of the points he is trying to get across. I appreciate that I'm sometimes not the easiest client to deal with but Stuart leaves me confident we have financial matters taken care of. I would not hesitate to recommend him as a financial adviser – as I do to my own friends and colleagues and will continue to do in the future.
Mohammad Shafi
I have known Stuart for a few years now and have always felt comfortable working with him. As an investment adviser he instills confidence with his maturity and understanding of the subject. His awareness of the larger trends in world markets make for interesting discussions. He is personally amiable and reliable and I would happily recommend him to anyone looking to hire an Investment Adviser.
Lea Collins
I must express how indebted I am to Stuart for helping me on my way to learning and development new essential skills. Working first hand for Stuart, made me understand how much he does for its clients. The extents he would go to in helping better all his client’s financial situations were unbelievable. There’s duty of care, but then there’s going to extra mile. Stuart is a gem of a person hardly found in such a competitive environment. He truly is one who can be trusted with your life in his hands. If commitments did not bring me back to the UK, I would still be working for him.
David Warren
I have worked with Stuart since 2009 and during that time have found him to be a knowledgeable and trustworthy guide through the world of finance. During our meetings he always takes care to ensure both my wife and I are completely understanding of the points he is trying to get across. I appreciate that I'm sometimes not the easiest client to deal with but Stuart leaves me confident we have financial matters taken care of. I would not hesitate to recommend him as a financial adviser – as I do to my own friends and colleagues and will continue to do in the future.
Mohammad Shafi
I have known Stuart for a few years now and have always felt comfortable working with him. As an investment adviser he instills confidence with his maturity and understanding of the subject. His awareness of the larger trends in world markets make for interesting discussions. He is personally amiable and reliable and I would happily recommend him to anyone looking to hire an Investment Adviser.
Credentials
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UAE Rules & Regulations
The Chartered Institute for Securities & Investment (The CISI)Aug, 2016- Nov, 2024 -
International Certificate in Advanced Wealth Management
The Chartered Institute for Securities & Investment (The CISI)Mar, 2015- Nov, 2024 -
Award in Financial Planning
Chartered Insurance InstituteApr, 2008- Nov, 2024
Experience
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Portman Financial Management
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Czechia
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Financial Services
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1 - 100 Employee
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Head of Wealth Management
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Apr 2018 - Present
Portman Financial Management was set up by finance professionals convinced there is a smarter more ethical way to deliver positive outcomes for our clients. We are a privately owned, completely independent organisation who is methodically growing their presence across Europe and as far as the Middle East. We currently have representation in London in the UK and offices in Prague, Warsaw, Palma and Marbella across Europe and Dubai in the Middle East. The finance industry has undergone wholesale changes over the last decade. Still, we see our competitors trying to manage the problems of today using the solutions of a bygone age. In particular, we always look to demonstrate a cutting-edge with our methods in comparison to those offered by our peers. We achieve this by having recognised the changing way in which clients wish to view, manage and select their investments, as technology takes a larger role in the wealth management industry. We assist our clients with: - ➤ Independent Financial Advice ➤ Retirement Planning ➤ Frozen UK Pension Location/Transfer ➤ SIPP / QROPS / QNUPS ➤ Education Planning ➤ Inheritance Tax Planning ➤ Internet-based Fund Platforms ➤ Wealth Management ➤ Investment Property Sourcing & Purchase ➤ Life Insurance & Critical Illness Cover ➤ Trust Formation ➤ Corporate Bonds ➤ Asset & Portfolio Management Good financial planning is as unique as your fingerprint, get in touch to see how we can help you improve your financial wellbeing
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LWM International
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Financial Services
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1 - 100 Employee
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Senior Wealth Manager
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Feb 2017 - Apr 2018
Assisting clients with: - - Frozen UK Pension Location/Transfer - SIPP - QROPS - QNUPS - Internet-based Fund Platform - Independent Financial Advice - Wealth Management - Retirement Planning - Personal Finance - Investment Property Sourcing & Purchase - Life Insurance - Critical Illness Cover - Education Planning - Trust Formation - Corporate Bonds - Inheritance Tax Planning - Asset & Portfolio Management In this role - with a company established a comparatively short time - I was asked to facilitate the introducing of the company to new institutions, fund managers and product providers. Using the connections made over the past decade, I helped establish the LWM fund platform. Over the course of the year, I was able to use this period of relatively low responsibility to concentrate on further growing my book of clients.
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Acuma - Independent Financial Advice
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United Arab Emirates
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Financial Services
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1 - 100 Employee
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Senior Wealth Manager
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Aug 2014 - Dec 2016
Assisting expatriates with - - Frozen UK Pension Location/Transfer - Wealth Management - Retirement Planning - Life Insurance & Critical Illness Cover - Education Planning - Trust Formation - Inheritance Tax Planning - Asset & Portfolio Management During this time I moved from Dubai to the North of the UAE. I expanded my seminar series to include schools and companies in my new area and also got involved with local charities. I ran a successful series of golf clinics open to both existing and prospective clients with a view to humanising us and creating a better level of engagement. As in my previous role, I was called upon to help with training and development as well as being used as a case-study for those at the beginning of their careers.
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Globaleye
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United Arab Emirates
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Financial Services
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100 - 200 Employee
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Private Wealth Manager
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Jun 2010 - Aug 2014
Managing a wide and varied book of expat clients, assisting with - - Frozen UK Pension Location/Transfer - Wealth Management - Retirement Planning - Life Insurance & Critical Illness Cover - Education Planning - Trust Formation - Inheritance Tax Planning - Asset & Portfolio Management This role was primarily made up of new client acquisition which meant I spent the lions' share of my time on business development alongside my BDM who I trained and mentored. Aside from helping the friends and colleagues of my existing clients, I also used this time to plan and run a series of seminars targeting specific sections of the expat community. The scope was soon widened to include the teachers and parents of a local school and then onto multi-national companies with offices in Dubai. As one of the senior members of staff I was often asked to assist with the training and development of both BDM's and new wealth managers as I had occupied and had success with both roles.
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Head Of Business Development
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Jan 2008 - Jun 2010
All aspects of asset and portfolio management for professional expatriates.As the Head of Business Development I managed a team of around 20 BDM's. From their ongoing training and development to monitoring their KPI's, it was my job to get the most out of them at all times. I came up with and ran a series of incentives designed to drive us all towards our shared and individual targets. With a range of ages, races, sexes, levels of experience, ethnicities and religious beliefs within the group, I had to be both knowledgable and diplomatic.In my secondary role as BDM to one of the area managers I helped devise marketing campaigns, plan, execute and run seminars for locals schools and charities and find expatriates whom we could target as potential clients.I worked in Doha, Qatar, Dubai, UAE and Kuwait City, Kuwait during my tenure.
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Financial Services Coordinator
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Jul 2006 - Jan 2008
All elements of business development on behalf of one of the top performing and most well-regarded financial consultants in the region.At my own behest, I asked to expand my role to manage elements of the administration and be part of the client management aspects of the job to try and improve my skill-set faster.
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Henley Risk Management
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Ipswich, United Kingdom
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Account Executive
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Mar 2003 - Jul 2006
Commercial Insurance Broker specialising in Manufacturing and Construction risks. Reporting to the Sales Director I was responsible for managing a new business team consisting of a tele-broker and business development manager. Ultimately, my role was to formulate and ensure we executed a business development plan that sourced potential new clients and funnelled them to myself and the SD to build relationships and take onboard as new customers. Commercial Insurance Broker specialising in Manufacturing and Construction risks. Reporting to the Sales Director I was responsible for managing a new business team consisting of a tele-broker and business development manager. Ultimately, my role was to formulate and ensure we executed a business development plan that sourced potential new clients and funnelled them to myself and the SD to build relationships and take onboard as new customers.
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Education
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1999 - 2001
Suffolk New College
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1994 - 1999
East Bergholt High School
Community
