Stellar AiM Inheritance Tax Service - APS

Jonathan has been involved in financial services since 1993 when he graduated from Bournemouth University with a BA (Hons) in Accountancy. He joined the then newly formed Close Brothers Investment Limited in 1993 and was appointed Finance Director just five years later in 1998. In his role he was responsible for overseeing its property investment funds and numerous tax planning products, before becoming Managing Director in 2005.

When he left to set up Stellar, it had approximately £1 billion of funds under management. Drawing on his wide-ranging experience, Jonathan established Stellar Asset Management in 2007 along with the former founder of Close Brothers Investment Limited and two other colleagues. Jonathan remains the majority shareholder.

Outside of work he enjoys organising and participating in charity events, particularly sponsored cycle rides. He is a keen Manchester United supporter, as you would expect from someone who lives in the south! He also treats himself to a few days off work during the year to watch live cricket matches so he can follow the ups and downs of England’s test cricket team.

Matthew has worked in the financial services industry since he graduated from Kingston University in 1997.

He trained as a financial adviser in London and completed his financial planning certificate (FPC) to level III. He joined the property division of Close Brothers Investment Limited in January 2000, and by the end of his tenure was the senior Business Development Manager for its range of tax efficient products and property investment funds.

After a short sabbatical in Nepal, as a volunteer teacher seconded to an orphanage in Pokhara, he worked on a consultancy basis with Tri-investments and Downing Corporate Finance before joining Stellar as a director and shareholder in 2012.

Matthew has been instrumental in both developing and simplifying Stellar’s estate planning proposition and communicating this to the advisory community.

With over 30 years business experience and a proven track record in financial services, Daryl has provided both strategic insight and operational leadership across a range of businesses.

He has experience with multinational PLCs and start ups but has a passion for SME’s – particularly the people side of the team. He enjoys getting to the essence of any problem, whether it’s team building, lead generation or product development related, and working with the right person to come up with the right solution.

His qualifications include holding a Diploma in Neuro Linguistic Programming (NLP) as well as an MBA in Business Administration and Management from Lancaster University – one of the UK’s top 3 business schools.

Outside work and education, Daryl is a keen globetrotting traveller and loves all things tech, especially when keeping an eye out for the next big market disrupter.