Wealth manager Charles Stanley has appointed Adam Martell as an investment adviser and chartered wealth manager in the firm’s Leeds office.
Prior to joining Charles Stanley, Martell worked in a team managing investment portfolios for a range of charities, organisations and private clients at Brewin Dolphin in Newcastle.
Martell says: “With its emphasis on client outcomes, Charles Stanley is well placed to be the wealth manager of choice and I am looking forward to contributing to the firm’s continued success, particularly from my base in Yorkshire.”
Jonathan Baker, branch manager of Charles Stanley’s Leeds office, says: “As the office continues to go from strength to strength, it is important to bring in additional expertise. Adam brings with him a proven track record in discretionary and advisory investment management and he will play a key role in maintaining our commitment to providing a first rate client service.”
