Stewart Sims-Handcock
Independent Financial Adviser, Ringwood, Hampshire

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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

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Stewart 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. He offers financial advice throughout Dorset and Hampshire including Ringwood, Fordingbridge, Burley, Verwood, Ferndown, Wimborne and Christchurch.

Stewart often works alongside local solicitors and accountants to ensure clients receive joined up legal, tax and financial advice. He specialises in financial planning during and after divorce, working closely with clients and their solicitors on divorce settlements. He is listed on the SIFA Directory of Professional Financial Advisers, endorsed by the Law Society.

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 is an adopter of the Personal Finance Society vulnerability charter, and is a Dementia Friend having completed the relevant online training.

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.