Stan has spent over 30 years in Financial Services, specialising in product development and investment management for both product providers and advisers. This included engagements with Canada Life, Sun Life and Skandia.

For the last 10 years Stan has been heavily involved in the emergence of Wrap in the UK and was a part of the founder management team for both Transact and Nucleus. Other significant wrap related consultancy projects have been undertaken for American Express, InfoComp and AXA Elevate.

Throughout this period, Stan has seen the Legacy Products issue as key to both the transformation of the adviser firm business model and meeting increased client service expectations.