Stuart Burkin

An owner of Adler Financial Planning Ltd, Stuart came into the industry in 1981 and before becoming an Independent Financial Adviser in 1989, worked for 2 of the big insurance companies. Indeed Stuart first met Andy Adler when he was starting his new business in 1982.

The past 30 plus years experience provides Stuart with a wealth of knowledge in an industry which has changed dramatically, much for the good, and an investment world that has seen just about every situation that could affect it.

This offers Stuart an insight and understanding of financial markets which he transfers into the construction of the Adler Portfolios, aiming to maximise growth in the good times, reduce potential losses when markets fall, whilst helping to control volatility.

Stuart’s experience is supported by specialist industry qualifications, including those in pensions and investments as well as a number of more general qualifications.

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next free event - 15.01.2026

✨making tax digital for income tax is coming - join us in stratford-upon-avon on 15th january 2026

From April 2026, HMRC will require many sole traders and landlords  to submit income tax updates digitally, every quarter.

At our free briefing, our team will break down the rules, timelines, and tools in a way that’s easy to understand – no jargon, just practical guidance.   Bring your concerns and get them addressed  by experienced tax professionals who understand your business.  

BOOK YOUR PLACES TODAY!