Stewart has been personally advising clients for over 30 years specialising in the areas of Retirement, Estate Planning and Inheritance Tax mitigation. He provides trusted advice to both individuals and Trustees.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law or changes in your circumstances, such as starting a family, changing jobs or managing an inheritance.
Stewart provides a personalised bespoke wealth management service by working together with clients on an individual basis helping them to secure the financial future they are looking for. Through regular reviews and careful planning, he can work towards satisfying all your financial goals and aspirations.
For over 15 years he was the chairman of the board of governors of a private school in Harrow which allowed him to use his financial and personal experience to help guide the school through a difficult period to become one of the most successful schools in the region.
Tabasom studied at Brunel University and has graduated with a degree in Business and Management BSc (Hons). Through her previous workplace experiences whilst she was studying, including a summer internship at
St. James’s Place, she has developed a passion for the industry and wishes to pursue a career in Financial Advisery.
Joseph has graduated from the University of Birmingham where he successfully obtained a 2:1 in Economics, with honours. Through his studies and workplace experiences at various wealth and asset management companies, he has gained the highest levels of technical knowledge and relevant aptitude to strive in the industry.
Jacob is the latest employee to join the Gold Wealth Management team. He studied at the University of Nottingham, receiving a 2:1 in Geography with Business BA (Hons), developing the necessary skills and expertise to allow him to thrive in the financial industry. Outside of business, he travels the country playing hockey and cricket, whilst having a keen interest in football and Golf.