Charles Stanley appoints four financial planning professionals
The firm has 35 financial planners working alongside over 169 investment managers across 23 regional offices
Charles Stanley has announced the appointments of four senior and experienced financial planners, Harry Bell, John Moseley, Stephen Hughes and Gary Quick, across the firm’s regional UK offices.
Bell, who is a chartered wealth manager and certified financial planning professional, joined the Manchester team from Close Brothers Asset Management. He brings over 15 years of experience in the wealth and investment industry, with a particular focus on HNW families, entrepreneurs and family business owners.
Meanwhile, Moseley joined the firm’s Leeds office from Allots Chartered Accountants, where he was an independent financial adviser. He has over 27 years of experience as a financial adviser, starting as a senior financial adviser at NatWest.
In addition, Hughes joined the office in Edinburgh from Schroders Personal Wealth after previously working as a financial adviser at Lloyds Banking Group and Bank of Scotland. He started his career in 2006 as a financial adviser.
Finally, Quick joined the Exeter office from Francis Clark Financial Planning. He also holds chartered status and is a pension, tax planning and investment specialist, having held a role on the investment committee of his previous firm. Quick also brings over 20 years of industry experience.
Charles Stanley has 35 financial planners working alongside over 169 investment managers across 23 regional offices.
Andrew Meigh, managing director of financial planning at Charles Stanley, 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.”
He added: “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.”
