Charles Stanley appoints life planning expert wealth management director

Davis (pictured), previously a director with Broadstone Pensions and Investments, will report to Charles Stanley director Mike Lilwall in the new role. While at Broadstone, Davis was responsible for launching the life planning service and the business protection service. He was also instrumental in the company obtaining a Chartered Insurance Institute (CII) Chartered firm status. Davis said: "After so long working for one organisation I took my time to select a company where I could best bring my skills to bear and after a considered search I felt that Charles Stanley was absolutely t...