Charles Stanley continues financial planning drive with triple hire

'Strategic objective'

Tom Ellis
clock • 1 min read

Wealth manager Charles Stanley has continued its financial planning push with a triple hire.

The firm, which has more than £24bn assets under management and attracted revenues of £155m in its latest financial year, has added two financial planners and a paraplanner in its efforts to expand its financial planning capabilities. Sam Cowan has joined the wealth manager's Edinburgh office as a financial planner from Tilney, while Richard Elliot has joined its Oxford branch - also as a financial planner. Cowan became a financial planner in 2015, while Elliot has worked as a financial planner for more than 21 years. Charles Stanley restructure to cost £10m Louise Aldridge is the ...

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 Companies

Third Financial becomes platform partner for London planning firm

Third Financial becomes platform partner for London planning firm

Enters five-year agreement with City Asset Management

Isabel Baxter
clock 24 July 2025 • 1 min read
Chesnara raises £140m towards HSBC Life acquisition

Chesnara raises £140m towards HSBC Life acquisition

Deal valued at £260m

Cameron Roberts
clock 24 July 2025 • 1 min read
Integrity365 snaps up Essex-based advice firm

Integrity365 snaps up Essex-based advice firm

The firm acquires Peter Murray Financial Management

Isabel Baxter
clock 23 July 2025 • 2 min read