Q & A with Stuart
How did you get into financial services?
My dad was an Independent Financial Adviser here and I joined Insight in June 2015 while studying at university. Once I finished university, I spent 3 months in London working in recruitment, however I found it wasn’t my passion and came back to Insight to become the first trainee financial adviser in November 2019.
What do you love helping clients with?
Planning their (early) retirement.
Insight is a great name for this company
Absolutely brilliant. Stuart Green from Insight has been ideal from day one, giving clear and reassuring advice, but best of all profitable. Insight is a great name for this company.
More about Stuart
What’s your personal financial freedom dream?
To have a big house and for my wife to not work while we have young kids.
What’s the one luxury you could never give up?
Holidays.
Tell us about something you have done for charity?
I have run 3 marathons (Manchester, Barcelona and London) to raise money for The Clare School and East Anglian Air Ambulance.