Paul Evans

Paul Evans is our exclusively recommended Financial Planning Services expert in Spain on the Advisory Excellence website. If you need assistance in this area, please contact Paul directly using the contact details listed above.

Paul is both a client adviser and responsible for setting the strategy and vision for United Advisers. This includes growing the business from strength to strength and nurturing United Advisers’ energetic culture where quality of advice and our personal friendly service ensure we make a difference to our clients. Paul has been in the financial services industry since 1991, starting out as an Independent Financial Adviser in the UK. He has been with United Advisers since July 2008.

While not working Paul is passionate about his family, sport, live music and travel. You can often find him skiing down mountains or snorkelling in oceans. He also takes time to support charities and recently supported the Ilula charity by swimming from Alcatraz, San Francisco in August 2014. The next challenge is currently being considered.

Firm Overview:

We provide independent, international and individual financial planning and wealth management advice to clients all over the world.

At United Advisers we share a fundamental belief that everyone should have a well thought out, thorough financial plan. Planning proficiently organises your money to ensure you achieve your goals.

Being independent, we provide the highest level of personal service, always putting your interests first. International coverage means we handle cross-border complexities, pulling together expertise across multiple countries and tax jurisdictions.

We strive to be individual, to set ourselves apart, by providing the best all encompassing financial service available. We encourage our teams to actively seek innovative, more proficient ways to manage our clients’ wealth.

Regardless of life stage, whether you are just starting out, enjoying peak earning potential, or thinking of taking life slightly easier, we would love to hear from you.

Stacy Francis CFP® CDFA® CES™

Stacy Francis is our exclusively recommended Financial Planning Services expert in New York on the Advisory Excellence website. If you need assistance in this area, please contact Stacy directly using the contact details listed above.

Stacy’s passion for helping others through financial planning and investment management is uncommon. She is an award-winning role model for our team, colleagues and women business owners across the country. Stacy regards our clients and staff as family and works hard to ensure that everything runs smoothly.

Stacy is a nationally-recognised financial expert who attended the New York University Centre for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®) a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.

As much as 10% of all Francis Financial proceeds are donated to charities, including Savvy Ladies™, a non-profit organisation founded by Stacy to educate and empower women to take control of their finances. Savvy Ladies has helped over 12,000 women through free one-on-one financial counselling, workshops and retreats.

Stacy Francis grew up in the countryside in Michigan, which sparked her love of animals and the outdoors. She enjoys snowboarding, skiing, and horseback riding with her family. Stacy is as active as it gets and she loves her morning boot camp, running marathons and training for triathlons. Her favourite activities include cooking with her kids for their monthly Chopped Cooking Competitions, discovering new wines with her husband, swimming with dolphins in the Bahamas and scuba diving in the Dominican Republic. Captain Stacy and her family are also avid sailors and she recently acquired her sailing certification.

Firm Overview:

Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for.

James Stewart-Smith

James Stewart-Smith is our exclusively recommended Financial Planning Services expert in England on the Advisory Excellence website. If you need assistance in this area, please contact James directly using the contact details above.

James manages a team in the Charles Stanley Guildford office, where he is an Investment / Client Relationship Manager. He manages a wide range of discretionary portfolios predominantly for private clients, trusts and pension schemes, many of which have been referred to him by professional advisers.

The Guildford office joined Charles Stanley in 2007, and James has seen his team’s business grow to over £200 million under his leadership, mainly through referrals from existing clients and intermediaries.

Until recently James was on the board of Charles Stanley and ran their Intermediary Sales Team.

James became a member of the Chartered Institute of Securities and Investments in 2003, and obtained personally Chartered status in 2011.

The Southern Region of the CISI was set up under James’ guidance, and he is currently President. Based in Guildford and open to CISI members in the surrounding areas, they plan to grow this group to represent investment management practitioners in the South of England.

James is also the Director of a County Club situated in Guildford High Street, which he is pleased to say is a profitable private members club for business men and women in the Guildford area. James’ responsibilities are organising the charity Golf Day, which raised £8,000 and other social aspects of the club.

James is passionate about the Intermediary market place as can see this as the future of attracting new funds under management for private client portfolio managers.

Outside of the office, James enjoys to shoot rifles, play golf, walk his dogs, and Morgan sport cars.

Robert Beutum

Robert Beutum is our exclusively recommended Financial Planning Services expert in Australia on the Advisory Excellence website. If you need assistance in this area, please contact Robert directly using the contact details above.

Robert has almost 30 years experience as a financial adviser. It was Robert’s vision and foresight that saw FTS Financial Planning commence business in 2005. Robert is also a Director of FTS Financial Planning. Robert helps people plan successfully for their long-term goals, build wealth, and manage life transitions (such as retirement or loss of employment). In particular, Robert has a special interest in assisting a variety of people including senior executives and retirees.

He also provides advice to many of Australia’s leading sports people and sees his role as a ‘financial coach’ assisting clients to reach their lifestyle objectives. Robert says he enjoys helping clients to achieve their dreams, and to understand that, like on the sporting arena, there is no quick way to reach their goals.

Robert Beutum has close links in the community and is a Director of a leading charity foundation.

Firm Overview:

Take a moment to think about all the changes that might occur through your life— changes to work (enhancement, retrenchment or redundancy), career changes, relationship changes such as marriage or divorce, health issues or the changing needs of your parents or children.

Now think about the financial challenges you will face in your lifetime—investment market fluctuations, interest rates and currency swings, new government legislation and changes to superannuation regulations to name but a few.

FTS offers you personalised financial advice and guidance, tailoring their advice to help turn your dreams into concrete plans, no matter what changes occur in your life or the economic environment.

Recognising that money is simply a means to achieving the things you want out of life, your FTS adviser will spend time listening to what you want out of life and will help explore options and strategies to help you get there.

We will help you put plans into action and, once you are in control, provide ongoing advice and services to help assist you to achieve your long term goals.

Given we rebate commissions on all investment recommendations, you can be rest assured that our advice has no bias or conflict of interest associated with it.