Stewart Siegel (Director & Company Secretary)

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Passionate
& Personable ..

We have a great team of advisers with over 200 years of experience in providing financial advice, backed up by a strong team of administrators and technical support staff whose focus is entirely on keeping you up to date and providing you with the information you need about your plan…

Stewart Siegel (Director)

Stewart has more than 30 years of experience in financial services. He is both a Chartered Financial Planner with the Chartered Insurance Institute (CII) and a Fellow of the Personal Finance Society (PFS).

Stewart is co-owner and Director of Principal & Prosper and also the company’s Pensions Specialist. Prior to joining Principal & Prosper as a Director, Stewart was the Principal for Punter Southall Financial Management in Edinburgh for 4 years, with previous experience at Clydesdale Bank, HSBC Gibbs and Standard Life.

Stewart Siegel (Director) Linkedin
"All of our support staff have been selected by us, as they have the right attitude & ethics."

Stewart Siegel (Director)