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2026 FAMILY, PRIVATELY OWNED AND OWNER-MANAGED BUSINESS SURVEY

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Stuart Smith, Financial Planning Consultant (Chartered)

Stuart Smith

Financial Planning Consultant (Chartered)

About Stuart

Stuart has worked in Financial Services since 2001 and has qualified as Chartered Financial Planner. He provides advice to clients across Carlisle and West Cumbria in all areas of corporate and individual financial planning, ranging from investments and inheritance tax planning through to company pensions and business protection.

With independent client reviews through VouchedFor, Stuart is featured in the 'Guide To The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.

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