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

Investment platform TILLIT to shut down

Investment platform TILLIT to shut down

No new accounts can be opened and it will close on 12 September

Sorin Dojan
clock 26 June 2025 • 1 min read
First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read
Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read