Ross Whittle
Ross has over 30 years’ experience within the retail financial services sector, qualifying as an IFA in 2015. He now focuses on tax and estate planning.
Technical Manager.
Stacey has been in and out of the financial services industry since 2007, most recently at a mid tier UK wide accountancy practice, as their Private Client Trusts and Estates manager. Prior to that she ran the Tax, Trusts and Estates technical helpdesk at Legal & General.
She has accumulated over 30 years of Trusts, Tax and Estates experience and is a fully qualified TEP with the Society of Trusts and Estate Practitioners (STEP).
Ross has over 30 years’ experience within the retail financial services sector, qualifying as an IFA in 2015. He now focuses on tax and estate planning.
John has over 35 years' experience working with advisers within the UK and Internationally to help them navigate the broader issues of retirement and estate planning.
Liz is a tax, trusts and estate planning specialist with over 30 years of experience in financial services. Liz joined Canada Life from Technical Connection. Prior to that she spent 10 years in Prudential’s technical team.
ican Technical Services Team
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