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Stuart Moss

Investor

Wealth Planner at Lincoln Private Investment Office

Greater London, England, United Kingdom

Find your path to Stuart

250 people in our graph share verified history with Stuart — schools, employers, funds. One of them is your warm intro.

Adrian RaduunlockedStuart: together at University of Southampton
×5Stuart: together at University of Southampton
×6Stuart: together at Royal Holloway, University of London

About

Wealth Planner focusing on comprehensive, tax-efficient wealth and estate planning; joined in December 2024 after being a Partner at Tavistock Select.

Experience

  1. Lincoln Private Investment OfficeWealth Plannercurrent2024 — presentLondon Area, United Kingdom
  2. Price Bailey Private Client LLPPrivate Client Manager2015 — 20257th Floor, Dashwood House, 69 Old Broad Street, London, EC2M 1QS
  3. Broadstone Pensions & InvestmentsSenior Consultant2010 — 2015London Area, United Kingdom

Skills & more

Investments11Retirement Planning12Cash Management4Income Protection5High Net Worth Individuals7Pensions23Inheritance Tax Planning10Strategic Financial Planning7Wealth Management9Cash Flow4Financial Advisory5Financial Planners6
+7 moreFinancial PlanningInvestment ManagementWealthInvestment AdvisoryFinancial ServicesPortfolio ManagementInvestment Strategies

From Stuart's professional profile.

Colleagues at Lincoln Private Investment Office

Frequently asked questions

Who is Stuart Moss?
Wealth Planner focusing on comprehensive, tax-efficient wealth and estate planning; joined in December 2024 after being a Partner at Tavistock Select.
Where does Stuart Moss work?
Stuart Moss is Wealth Planner at Lincoln Private Investment Office.
Where did Stuart Moss go to school?
Stuart Moss studied at University of Southampton (Geology); Royal Holloway, University of London (BSc Hons, Geology).

Same school

Shared employers

Also worked at Broadstone Pensions & Investments1