Charles Stanley bolsters financial planning arm – Money Marketing

Our website uses cookies to improve your user experience. If you continue browsing, we assume that you consent to our use of cookies. More information can be found in our Privacy Policy.
Charles Stanley strengthened its financial planning services across the United Kingdom with four appointments.
This is part of Charles Stanley’s effort to continue building its footprint in regional offices.
The company currently has 35 financial planners working alongside over 169 investment managers across 23 regional offices.
Charles Stanley managing director of financial planning Andrew Meigh said: “Our clients value the expert advice provided by our professionally qualified planners, and I am extremely pleased to add four senior and talented people to the team.
“Especially of note is our ambition to expand financial planning services in the North to complement our bespoke investment management service and provide a holistic wealth management service.
“A strong regional presence in Manchester and Leeds allows us to offer the excellent personal and local service that our clients have come to expect from us.”
Harry Bell, a chartered wealth manager and certified financial professional, joins the team in Manchester from Close Brother Asset Management.
He has over 15 years’ experience in the wealth and investment industry, focusing on high-net-worth families, entrepreneurs, and family business owners.
John Moseley will join the Charles Stanley’s Leeds office from Allots Chartered Accountants, where he was an independent financial adviser.
Moseley has over 27 years’ experience as a financial adviser, starting as a senior financial adviser at NatWest.
Stephen Hughes, a chartered financial planner, joins Charles Stanley in Edinburgh from Schroders Personal Wealth.
He previously worked as a financial adviser at Lloyds Banking Group and Bank of Scotland. He then moved across to the new wealth management joint venture between Lloyds Banking Group and Schroders – Schroders Personal Wealth.
Hughes started his career in 2006 as a financial adviser at Bank of Scotland.
Gary Quick joins the Exeter office from Francis Clark Financial Planning.
He holds chartered status and is a pension, tax planning and investment specialist. Quick has over 20 years of industry experience.
Charles Stanley recruited Tom Hawkins as head of strategic partnerships last October. He joined from Quilter where he was business development manager working with key regional and national IFA firms across the UK.
The Financial Conduct Authority has launched a review to explore how advice firms deliver retirement income and assess the quality of outcomes consumers get. An announcement from the regulator explains the reasons behind the work. It said previously planned work on this topic known as ‘Assessing Suitability Review 2’ was paused to deal with Covid. […]
We need to move away from the misguided notion that defaults can be used to solve every retirement problem that comes our way
Investment platform Transact has partnered with Winterflood Business Services (WBS) to integrate its automated electronic dealing solution. By doing this, Transact clients will have access to more counterparties and liquidity in the majority of listed stocks across Europe, as well as broad coverage of US, Canadian and Asian liquid stocks. WBS’s integrated technology and flexible […]
HFMC Wealth has acquired City-based R&S Financial Planning Ltd, in a deal which further strengthens its London office. The deal will add around £680,000 of annual recurring revenue to HFMC Wealth, and assets under advice of £145m. The average client size is £1.2m, which marries perfectly with HFMC Wealth’s high-net-worth proposition. The transaction, which completed […]
While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming, challenging central bank plans and calculations of geopolitical risk around the world Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, Fidelity International As Russia’s invasion of Ukraine continues, the range of possible outcomes from here […]
You must be to post a comment.
© 2022 Metropolis Group Holdings Limited and / or its subsidiaries and licensors. All rights reserved.
Copyright © 2019 EMAP Publishing Limited
Metropolis Financial Platforms Limited
Registered in England and Wales with number 06439194
Registered office At 10th Floor, Southern House, Wellesley Grove, Croydon, England, CR0 1XG



Forgot your password?

News & analysis delivered directly to your inbox
Register today to receive our range of news alerts including daily and weekly briefings.

 
Money Marketing Events
Be the first to hear about our industry leading conferences, awards, roundtables and more.

 
Have your say
Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

Monthly magazine
Apply for your FREE Money Marketing subscription today to start benefiting from our award-winning editorial content delivered to your home or office every month.

By using this website you are consenting to the use of cookies. Money Marketing is owned by Metropolis International Group Limited, a member of the Metropolis Group; you can view our privacy and cookies policy here.

source

Leave a Comment