Stuart Wakeling

Planner
DISC Type : Sc

Managing Partner at Henley & Partners - The Firm of Global Citizens®

London Area, United Kingdom

Overview

Stuart Wakeling is the Managing Partner for the UK office of Henley & Partners, where he specializes in residence and citizenship planning. He is a key advisor to high-net-worth individuals and their families, leveraging his extensive background in private wealth management, which includes a previous role at HSBC Private Bank.

Outside of his professional life, Stuart is an avid sports enthusiast. He is known to be a dedicated fan of Somerset cricket and also enjoys spending his personal time playing golf.

He has been recognized for his expertise by being featured in the prestigious Spears 500 list of top advisors.

Personality Overview

Disciplined

Slower Adopter

Not Very Vocal

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Investment Migration
His entire career is focused on advising clients on acquiring alternative residence and citizenship through investment.
Global Citizenship
He works for the firm that brands itself as "The Firm of Global Citizens®" and frequently participates in related conferences and events.
UK Wealth Exodus
He is an expert on UK nationals seeking to move abroad, as highlighted by his participation in webinars like "Looking to leave the UK? "

Media Appearances

Stuart has no verified media appearances

Work History

9-2021
Managing Partner at Henley & Partners - The Firm of Global Citizens®
5-2021 - 9-2021
Managing Director at Henley & Partners - The Firm of Global Citizens®
12-2020
Member of the Private Clients Management Board (PCMB) at Henley & Partners - The Firm of Global Citizens®
1-2014 - 10-2016
Client Services & Business Development Manager at Investor Migrant Services Ltd
5-2008 - 9-2013
Relationship Executive at HSBC Private Bank

Education

Education details unavailable from West Somerset College

More Information

Social Presence :

Prographics :

Exp : 13 Location : London Area, United Kingdom Job Level : N/A Designation : Managing Partner at Henley & Partners - The Firm of Global Citizens®
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Insights For Selling To Stuart

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stuart is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Stuart

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Stuart move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Stuart take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Stuart

Personality Compatibility


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