Charles Stanley boosts Monetary Planning arm

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Wealth supervisor Charles Stanley has bolstered its Monetary Planning arm with 4 senior hires, permitting it to develop its regional footprint.

The corporate says the hires will strengthen its Monetary Planning companies throughout the UK and assist construct its footprint, notably within the North.

Charles Stanley was acquired by rival Raymond James in 2021 for £280m.

The appointments are:

• Chartered Wealth Supervisor and Licensed Monetary Planner Harry Bell joins the Manchester group from Shut Brothers Asset Administration. Mr Bell has over 15 years’ expertise in wealth and funding, advising HNW households, entrepreneurs and household enterprise homeowners.

Charles Stanley says his appointment will permit the Manchester-based group to supply extra private and bespoke Monetary Planning companies alongside tailor-made funding administration.

• John Moseley joins the Charles Stanley Leeds workplace. He beforehand labored at Allots Chartered Accountants, the place he was an impartial monetary adviser. He has over 27 years’ expertise as a monetary adviser, beginning as a senior monetary adviser at NatWest.

• Chartered Monetary Planner Stephen Hughes, additionally joins Charles Stanley in Edinburgh from Schroders Private Wealth. He beforehand labored as a monetary adviser at Lloyds Banking Group and Financial institution of Scotland earlier than shifting to the brand new wealth administration three way partnership between Lloyds Banking Group and Schroders – Schroders Private Wealth. He began his profession in 2006 as a monetary adviser at Financial institution of Scotland.

• Gary Fast joins the Exeter workplace from Francis Clark Monetary Planning. He holds Chartered standing and is a pension, tax planning and funding specialist – having held a job on the funding committee of his earlier agency. He has over 20 years of trade expertise.

Andrew Meigh, managing director of Monetary Planning at Charles Stanley, mentioned: “I’m extraordinarily happy so as to add 4 senior and gifted individuals to the group.

“Particularly of observe is our ambition to broaden Monetary Planning companies within the North to enhance our bespoke funding administration service and supply a holistic wealth administration service.

“A powerful regional presence in Manchester and Leeds permits us to supply the wonderful private and native service that our shoppers have come to count on from us.”

Charles Stanley has 35 Monetary Planners working alongside 169 funding managers in 23 regional places of work.




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