Stewart has worked for almost two decades in financial services helping high net worth individuals with financial planning for pensions, inheritance tax, trusts and investment bonds.
Mark White works in our Chippenham financial planning team. He specialises in offering pre-and-post retirement planning, investment and estate planning advice.
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.