Charles Stanley  

Charles Stanley adds three to financial planning team

Charles Stanley adds three to financial planning team

Charles Stanley has made a number of appointments in its financial planning team. 

The wealth manager hired two Chartered financial planners and a paraplanner amid increased demand for its advice services.

Chartered financial planner Tom De Burgh Williams joined the firm's Bath office covering Bath and Bristol.

The former W H Ireland adviser has 20 years' experience and specialises in providing personalised financial planning to high net worth private clients.

Former Wealth at Work adviser Gary Coe has joined Charles Stanley’s Norwich office. With a career spanning 25 years he previously worked for Lloyds and Barclays bank as a financial planner and before that was a mortgage broker.  

Luke Keattch meanwhile has joined as a paraplanner in the Bath office. He is a business management graduate and holds the Level 4 qualification in financial advice.

Mr Keattch will cover all areas of research including pensions, protection, taxation and trusts. He too joined from WH Ireland.

Andrew Meigh, managing director of financial planning at Charles Stanley, said: "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."

This morning (April 11) Charles Stanley announced its assets under management had reached £24.1bn after the first three months of 2019, representing a 5.7 per cent increase over the quarter and a 1.3 per cent increase over the year.

It attributed this increase largely to investment performance, which pushed up its assets by £1.6bn over the quarter.