Our Advisors

  • Elliot Stewart

    Director

     

    Elliot Stewart

    Director

    My expertise is working alongside entrepreneurs, business owners, directors and their legal and tax teams to help them achieve their personal and professional ambitions. I help simplify complex financial arrangements and provide bespoke financial solutions.

    I am kept busy at home by my wife and children and small menagerie of animals. I coach junior rugby and enjoy clay pigeon shooting. I'm interested in military history, sailing, canoeing and Thai cooking.

  • Simon Beedle

    Director

     

    Simon Beedle

    Director

    People are at the heart of my work. The financial world can be confusing and complex; our job is to make the financials simple and suitable. My particular interests are around Income production, Estate Planning within families and turning complicated existing finances into something more visible and easy to understand.

    Outside of work I enjoy spending time with the family and friends who all live locally to me. My son Samuel keeps me fit and active as all young children tend to do; my football career is fading so I spend more time swimming and cycling.

  • Cara Lambert

    Head of client relations

     

    Cara Lambert

    Head of client relations

    I have been a member of the Wagstaffs team since 2009.

    I work closely with Simon and provide a wealth of technical support to ensure the financial wellbeing of our clients and their families.

    I hold the Diploma in financial planning and I am working towards chartered status.

  • Alison Atkinson

    Relationship manager

     

    Alison Atkinson

    Relationship manager

    I have worked for Wagstaffs Wealth Management since 2005 providing a high level of administration support. I take great pride in delivering the highest standard of work and maintaining the professionalism of the admin team.

  • Damon Shaw

    Senior financial planner

     

    Damon Shaw

    Senior financial planner

    I bring to Wagstaffs over 20 years of knowledge and experience in both commercial financial advice and private wealth management, I very much enjoy working closely with my clients to design solutions that meet their objectives for both now and future needs.

  • Katherine Pautard

    Client relationship manager

     

    Katherine Pautard

    Client relationship manager

    I am part of the Wealth Management team and provide support to Elliot and the team. I have experience working for large insurance and investment companies.