As we continue to build out our proposition to advisers in the digital/hybrid age, we have identified key areas that we are looking to support– supporting new firms, as well as national and network advisory firms.
Adam will be working closely with a small number of Charles Stanley’s key accounts alongside managing our face-to-face team of intermediary sales managers. Laura will be focused on identifying prospect adviser firms we believe could benefit from our comprehensive range of services including our bespoke discretionary service, platform-based models portfolios and specialist products like AIM IHT.
Richard will work to enhance existing and build new strategic relationships across the market to ensure IFAs are able to access Charles Stanley’s proposition on their preferred panels and platforms alongside aligning to their preferred risk rating systems providing seamless access for advisers and their clients.
Along with our newly bolstered team, and high-quality services and propositions – which has recently expanded to include a range of responsible models - Charles Stanley will continue to provide our intermediary partners with ongoing thought leadership pieces, white papers, webinars and practical support packages.
Visit www.charles-stanley.co.uk/insights/knowledge/book-of-stories-3-0, to download your free copy of our latest research, Book of Stories 3.0. Here you’ll find more information on why clients engage with financial advisers, how the conversation has shifted, and how advisers can adapt to facilitate new or challenging conversations and demands with clients.
The value of investments can fall as well as rise. Investors may get back less than invested.
Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.
