Charles Stanley begins 'wave' of financial planning hires

Five hires so far

Tom Ellis
clock • 1 min read

Charles Stanley has hired five new staff to its financial planning division, marking the "first wave" of what it has said will be a "significant strengthening" of its financial planning team.

Julie Goodman, Anne McClean and David Hume will all join the wealth management firm's London office as financial planners, arriving from Bellpenny, Mercer & Hole and Close Brothers Asset Management respectively. Adam Swift, who also joins from Bellpenny, has been hired as a paraplanner, while David Morris has been appointed financial planning advice manager from Arthur J Gallagher & Co. Managing director of financial planning Andrew Meigh said: "These appointments mark a key point in the development of financial planning at Charles Stanley and will be instrumental in ensuring we bring...

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