Homes or Houses founder, Jackie Fitzgerald, sits down for a conversation with Stuart Porter FPFS, a renowned Chartered Financial Planner and expert in UK financial planning, focusing on strategies for expatriates.
In this interview (which will be the first of many from Homes or Houses), Stuart brings a refreshing perspective to financial planning, highlighting that its purpose surpasses simple financial accumulation, aiming instead to cultivate a fulfilling and sustainable lifestyle.
Stuart Porter FPFS
Chartered Financial Planner
UK Financial Planning Specialist
“The goal of any financial plan is not just the money, but rather a sustainable and meaningful life.”
With an impressive track record spanning over two decades, Stuart has dedicated his career to crafting tailor-made financial strategies for former UK residents now living in the UAE. Leveraging cutting-edge global strategies and techniques, he empowers his clients to navigate their financial journeys with confidence and clarity. Stuart is deeply committed to helping his clients optimise their most precious resources: time and money.
Understanding the intrinsic link between financial resources and lifestyle possibilities, Stuart is passionate about guiding his clients to allocate their assets in ways that significantly enhance their lives and the causes they care about. His client base primarily consists of married professionals and business owners in their forties, who have school-aged children and hold investments worth over £250,000 or its equivalent in other currencies.
Stuart’s academic and professional credentials are exemplary. He has earned a first-class honours degree in Financial Services and holds the prestigious title of Chartered Financial Planner through the Chartered Insurance Institute in the UK. He is also recognised as a Fellow of the Personal Finance Society, a distinction held by only a handful in the Middle East, and an Associate member of the Society of Trust and Estate Practitioners (STEP).
As a key figure at AES Wealth, Stuart is part of an elite team at the forefront of fiduciary investment advice across Asia, the Middle East, and Africa. AES Wealth prides itself on being the only independently audited fiduciary investment adviser in Africa, Middle East and SE Asia and is renowned for prioritising client needs above the firm’s commercial interests, a testament to its commitment to integrity and transparency in financial advice.
This is just the first in a series of interviews from Homes or Houses, created to enrich your investment journey. Contact us to learn how we can support your investment goals in the UK property market.