View more on these topics

Charles Stanley makes trio of hires for financial planning team

Business-General-Handshake-Hire-Appointment-700x450.jpgCharles Stanley has hired a trio of new recruits for the financial planning teams in its Bath and Norwich regional offices.

It has poached two from wealth manager WH Ireland, with the third having previously worked at Lloyds and Barclays.

Chartered planner Tom De Burgh Williams joins Charles Stanley’s Bath office covering Bath and Bristol. He specialises in providing financial planning services to a broad range of high net worth and private clients.

Prior to joining Charles Stanley, De Burgh Williams was head of wealth planning for the South West at WH Ireland.

For the Bath office, Charles Stanley has appointed a paraplanner, Luke Keattch, who is also Level 4 qualified in advice and a business management graduate. Keattch has seven years’ experience as a paraplanner.

Keattch covers all areas of research including pensions, protection, taxation and trusts, as well as undertaking analytical work including cash flow modelling and investment risk and performance modelling.

He joins from WH Ireland, and has also previously worked for Octagon Consulting, an IFA practice in Bristol.

Charles Stanley grows advice revenue 20%

Gary Coe has joined Charles Stanley’s Norwich office bringing 25 years’ experience as a chartered financial planner. He joins from Wealth at Work, where he worked for over six years in various roles, most recently as senior wealth management advisor.

He has previously worked for Lloyds and Barclays Bank as a financial planner following a career as a mortgage broker.

Charles Stanley managing director Andrew Meigh says: “I am delighted that Gary, Tom and Luke are joining Charles Stanley at this very exciting time for our company.

“We are seeing more and more demand for our services, our business is growing very quickly and hiring good quality people is key to our success in offering holistic wealth management services.

“As chartered financial planners, Gary and Tom bring a wealth of experience with them and Luke will be instrumental in supporting Tom to build upon our existing presence in the South West.”

Recommended

consolidator
6

Quilter to add 400 advisers with Lighthouse acquisition

Quilter is set to grow its adviser base by another 400 advisers after agreeing a deal to buy national firm Lighthouse for £46.2m. Quilter’s network Intrinsic already has 3,500 avdvisers, including 1,600 restricted financial planners, and it is also the parent company of national Quilter Private Client Advisers. In a stock exchange announcment this morning […]

Healthcare generic

National IFA ties with charity to advise 2,200 medics

National advice firm Chase de Vere has agreed a partnership to provide advice to a medical leadership charity with 2,200 members. Chase de Vere Medical is a branch of the national IFA which specialises in advising healthcare professionals. Its 65 advisers will provide advice to the Faculty of Medical Leadership and Management. FMLM is a […]

ESG: Unlocking the benefits for credit investors

Matt Franklin, Credit Analyst at Royal London Asset Management discusses the possible benefits of integrating Environmental, Social and Governance (ESG) considerations into credit portfolios. He explains why ESG analysis combined with an appropriate approach from asset managers is key to unlocking these potential benefits. Read the article here Past performance is not a guide to […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    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.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    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.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com