Stuart Hately

Investment Consultant
07740 177530
stuart@waterbridgewealth.com

When Stuart's at work

Stuart qualified as a Chartered Accountant with Touche Ross in 1993 and became Principal Consultant with KPMG, specialising in financial services businesses. He has held directorships with various investment companies and has been a chief operating officer and chief financial officer for multi-billion fund management businesses. He has also been appointed as a non-executive of Sheffield Mutual Friendly Society.

Stuart assists the team with the day-to-day management of the investment philosophy, helping to ensure all clients get the right outcomes from the advice at the outset and ongoing.

What Stuart gets up to in his spare time

Stuart enjoys staying active through swimming, mountain biking, and walking his dog. In his spare time, he is currently focused on completing a house build, a project that keeps him busy outside of work.

We put Stuart on the spot

What is your proudest accomplishment?

My sons.

If you could have dinner with any historical figure, who would it be?

Richard Feynman.

What fictional world would you love to visit?

Discworld.

What hobby have you always wanted to pick up?

Chess.

You’re in good company

Working with clients and transforming their lives is our favourite part of this job. Rather than talking about what we do, we’ll let our clients share their stories and feedback.

Brian and Karen

Leonie and Steve

Lloyd and Donne

Rob and Anne

Russ and Fiona
99%

99%

of clients would recommend us to family, friends or work associates

96%

96%

believe working with us has helped or will help them to achieve their financial objectives

100%

100%

were satisfied that we understood their needs, aspirations and objectives

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

    Waterbridge Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number: 734536. Registered in England and Wales. Company number: 09883876 Registered address: 13 Market Street, Penistone, Sheffield, England, S36 6BZ.

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