Stuart Stanford. APFS, IMC, CertCII (MP), CertPFS (DM).

After identifying a demand for a more accessible approach to outsourced paraplanning, Root was established by its founder, Stuart Stanford. With more than 10 years’ experience working for a handful of IFAs, from small firms to nationwide companies: During this time, he occupied positions in operations management, business development and most recently paraplanning.

As a paraplanner, Stuart’s sole focus has been refining his technical skills, using them to produce comprehensive and meaningful reports. Stuart has gained experience with a wide range of provider platforms and planning systems, in addition to building a network of technical experts.

  • - Chartered Financial Planner.

    - Advanced Diploma in Regulated Financial Planning.

    - Certificate in Discretionary Investment Management.

    - Certificate in Mortgage Advice.

    - Member of the CFA (UK) Institute.

  • - R01 - Financial Services and Ethics (CII)

    - R02 - Investment Principles and Risk (CII)

    - R03 - Personal Taxation (CII)

    - R04 - Pensions and Retirement Planning (CII)

    - R05 - Financial Protection (CII)

    - R06 - Financial Planning Practice (CII)

    - J10 - Discretionary Investment Management (CII)

    - J12 - Securities Advice and Dealing (CII)

    - CF6 - Mortgage Advice (CII)

    - LP3 - Life and Pensions Principles and Practice (CII)

    - AF1 - Personal Tax and Trust Planning (CII)

    - AF4 - Investment Planning (CII)

    - AF8 - Retirement income planning (CII)

    - AF5 - Financial planning process (CII)

    - Investment Management Certificate - Unit 1 (CFA)

    - Investment Management Certificate - Unit 2 (CFA)