The office will be headed up by Scott Morrison, director of financial planning, who joined from Tilney in September, following 20 years as a partner at the rival wealth manager.
Morrison (pictured left) is joined by former Tilney colleague Linda Edward (pictured centre), who joined Charles Stanley as a paraplanner in June. The pair have been working in the Edinburgh branch waiting for the opening of the new office, which is based at 26 Carden Place.
Morrison reports into John Redpath (pictured right), executive director of financial planning in Edinburgh, who was part of a trio of hires in April that also joined from Tilney. Chartered financial planners Julie Combie and Barry McGowan also joined as part of the push to Charles Stanley’s financial planning capability in Scotland.
Charles Stanley is currently recruiting more financial planners and investment managers for the office.
‘Significant opportunity in Scotland’
Andrew Meigh, managing director of financial planning at Charles Stanley, said: “Aberdeen is one of Scotland’s largest cities and the launch of this new office sends a strong signal about our serious intentions to develop and grow our business in Scotland, where we see significant opportunity.”
Morrison deals with clients in the north and north east of Scotland, including Inverness and the Shetland Isles with clients including partners of law and accountancy practices and professionals in the oil and gas sector. Edward is experienced in producing cashflow analysis for clients, and dealing with complex financial planning needs including advice on defined benefit pension schemes. She worked at Tilney for 10 years.
The team will be supported by investment management expertise from the Edinburgh office until a dedicated investment manager is recruited.