Charles Stanley boosts intermediary team with double hire

Both have over two decades of experience

Tom Eckett
clock • 1 min read

Charles Stanley has expanded its intermediary sales team with the appointments of Chetan Mistry and Simon Lloyd.

Mistry joins from AXA Life Invest where he was a senior retirement specialist. Prior to that, he held roles at Antonor and Scottish Widows. Before joining Charles Stanley, Lloyd was at Meteor Structured Products where he was part of the intermediary sales team. Charles Stanley launches Personal Portfolio Service for smaller clients Mistry will be responsible for expanding the firm's network of intermediaries in the London area, while Lloyd will focus on the development of the financial adviser business in South West England. Mistry said: "I am excited to have the opportunity to ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: Vermeer Partners hires financial planning director

People Moves: Vermeer Partners hires financial planning director

Rob Hodgson joins Vermeer Financial Planning from Cazenove Capital

Professional Adviser
clock 16 April 2024 • 1 min read
Firefighter to adviser: Ian O'Dowd on assessing the situation

Firefighter to adviser: Ian O'Dowd on assessing the situation

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

Isabel Baxter
clock 10 April 2024 • 4 min read
Headteacher to adviser: Kenneth Hopewell on emotional intelligence

Headteacher to adviser: Kenneth Hopewell on emotional intelligence

‘I like meeting people and wanted to do something where I help others’

Isabel Baxter
clock 22 March 2024 • 2 min read