Lincoln Private Investment Office has appointed Stuart Moss as a wealth planner.
With over 20 years’ industry experience, he was previously a partner at Tavistock Select, where he specialised in providing clients with detailed advice on all aspects of financial planning.
Lincoln Private Investment Office has become B Corp certified, reinforcing its commitment to ethical business practices, sustainability and a positive impact.
I’m here to shadow Kamila Samin, an adviser at the firm, to see what it’s like giving advice to the uber wealthy.