
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.
Mr Moss is both a Chartered and Certified financial planner.
He worked at Price Bailey Private Client before it was acquired by Tavistock in late 2016, having previously worked at Broadstone Pension and Investments.
Managing partner Ross Elder said: “We are delighted that Stuart has joined Lincoln. The experience and additional insight he brings will be invaluable for the firm.
“We believe it is important for our clients to have a long-term strategy that is optimal from a tax and structuring perspective, and we look forward to providing our clients with access to wealth planning advice in conjunction with investment advice moving forwards.”
Lincoln is an unconflicted private investment office, jointly owned by the team and a small number of clients. To help ensure alignment, all employees at Lincoln invest all their own money alongside their clients.