Author

Ed Waite

Sales & Relationships Team Lead | Flagstone

Ed Waite

With over 15 years’ experience in the UK financial services sector, Ed has worked on both the client advisory and product side. This breadth of experience gives him a balanced understanding of the priorities and challenges faced by both clients and advisers.

Ed is the Team Lead for our Sales & Relationships function at Flagstone, working with financial advisers, wealth managers, accountants and investment advisers to help them optimise client returns on cash and how to implement this in their financial advice process with clients.

Expertise

  • Financial planning
  • Estate planning
  • Cash management
  • Savings and investments