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Charles Stanley expands financial planning team 

  • By Neil Martin
  • News

Wealth manager Charles Stanley has added its financial planning team across the Group, with a three new hires.

Tom De Burgh Williams is Chartered Financial Planner with over 20 years’ industry experience. He has joined Charles Stanley’s Bath office covering Bath and Bristol. Prior to joining Charles Stanley he was Head of Wealth Planning for the South West at W H Ireland.

Luke Keattch is a Paraplanner, a Business Management graduate and holder of the DipFA Level 4 qualification in Financial Advice. He has seven years’ experience as a paraplanner and works in Charles Stanley’s Bath office covering Bath and Bristol. He covers all areas of research including pensions, protection, taxation and trusts, as well as undertaking analytical work including cash flow modelling and investment risk and performance modelling. He joins from WH Ireland and has also previously worked for Octagon Consulting, an IFA practice in Bristol.

Gary Coe is a Chartered Financial Planner and has joined Charles Stanley’s Norwich office bringing with him 25 years’ experience. He joins from Wealth at Work, where he worked for over 6 years in various roles, most recently as Senior Wealth Management Advisor. He has previously worked for Lloyds and Barclays Bank as a Financial Planner following a successful career as a mortgage Broker.

Andrew Meigh, Managing Director of Financial Planning at Charles Stanley, said: “I am delighted that Gary, Tom and Luke are joining Charles Stanley at this very exciting time for our company. We are seeing more and more demand for our services, our business is growing very quickly and hiring good quality people, is key to our success in offering holistic wealth management services.

“As Chartered Financial Planners, Gary and Tom bring a wealth of experience with them and Luke will be instrumental in supporting Tom to build upon our existing presence in the South West.”

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