Call our Independent Financial Advisers 01727 845500

I always work hard to gain trust with clients and maintain quality long-term relationships.

Stewart Sims-Handcock, Independent Financial Adviser (IFA)
Ringwood, Hampshire

play the video

Stewart Sims-Handcock
Independent Financial Adviser, Ringwood, Hampshire


Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Inheritance Tax Planning, Protection, Pension Advice & Retirement Planning, Tax, Investment Bonds, Trust Investments, Divorce Settlements, Succession Planning


Chartered Financial PlannerStewart is a Chartered Financial Planner (CFP) and Fellow of the Personal Finance Society (FPFS), who has worked in financial services for almost two decades, supporting high net worth individuals with their financial planning decisions. He has held managerial and advisory positions at several financial and wealth management firms.

Stewart has built up a wealth of experience in most areas of financial planning including pensions, inheritance tax, trusts, investment bonds (onshore/offshore), investment ISAs and collective accounts. Stewart is a STEP affiliate member, a global professional association for practitioners specialising in family inheritance and succession planning. Stewart also specialises in financial planning during and after divorce, working closely with clients and solicitors on divorce settlements.

Stewart completed a Bachelor of Commerce at the University of Cape Town in 1994 and the following year gained a post-graduate diploma in Accounting. After working overseas Stewart set up a UK financial services business in 2007 offering performance management consulting and accountancy services. In 2008 Stewart joined Edward Jones as a financial adviser and stockbroker. When Edward Jones was sold to Towry Stewart moved to the company. In 2016 Towry was bought by Tilney Limited a financial planning, investment management and investment advisory services firm. Stewart was responsible for providing financial advice to just over a hundred households at Tilney. He also regularly presented at client investment seminars on a range of topics including, estate planning, and retirement planning, cash flow, and pension legislation changes.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

Stewart lives in Ringwood with his wife and two sons who keep him on his toes. He enjoys keeping fit by running, swimming and cycling (just not all at the same time) and likes performing illusion and sleight of hand tricks for functions as a hobby. He is a member of a local church and is passionate about living and working in the Ringwood community.

Stewart Sims-Handcock – To learn more about Stewart’s investment career, please read his LinkedIn profile.

Independent Financial Advisers in Ringwood – Read more about our team.

News from our Financial Advisers


19-07-2019

Kerry Arnold joins our Ringwood financial planning team

On 8th July Kerry Arnold joined Howard Goodship and Stewart Sims-Handcock as an administrator in the Ringwood financial planning team.

30-06-2019

Howard Goodship, CFP, Ringwood - What is Inheritance Tax Planning?

The starting point for any Inheritance Tax Planning is a discussion about what you are trying to achieve, and what is holding you back from acting.

Read more about our team of Independent Financial Advisers in Ringwood.

Book a Free Initial Consultation

Book a consultation with Financial Adviser Stewart Sims-Handcock.

submit

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Wealth Management

Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.