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

Aegon in strategic review of UK business as it pivots towards US

Aegon in strategic review of UK business as it pivots towards US

Insurer will move HQ to US and be renamed as Transamerica

Jonathan Stapleton
clock 11 December 2025 • 2 min read
Integrity365 snaps up fellow Bristol IFA

Integrity365 snaps up fellow Bristol IFA

Acquires Brooks Wealth Management

Isabel Baxter
clock 11 December 2025 • 2 min read
FSCS names 13 failed firms between August and November

FSCS names 13 failed firms between August and November

Latest firm declared in default was Independently East

Isabel Baxter
clock 10 December 2025 • 2 min read