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Charles Stanley expands financial planning team with trio of hires

11 April 2019

April French Furnell

The new hires include Tom De Burgh Williams, Luke Keattch and Gary Coe adding strength to Charles Stanley’s regional presence.

Andrew Meigh, Managing Director of Financial Planning at Charles Stanley commented: “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.”

Tom De Burgh Williams is a Chartered Financial Planner with over 20 years’ industry experience. He has joined Charles Stanley’s Bath office covering Bath and Bristol. He specialises in providing a personalised financial planning service to a broad range of high net worth, private clients. He is committed to building strong, long-term client relationships by providing planning advice to meet the financial goals and aspirations of the whole family. Prior to joining Charles Stanley Tom was Head of Wealth Planning for the South West at W H Ireland Ltd. 

Luke Keattch is a Business Management graduate and holder of the DipFA Level 4 qualification in Financial Advice. Luke has seven years’ experience as a paraplanner and works in Charles Stanley’s Bath office covering Bath and Bristol.  Luke 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 has joined Charles Stanley’s Norwich office bringing 25 years’ experience as a Chartered Financial Planner.  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.  

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