John Porteous Email and Phone Number
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Helping drive business growth and great client outcomes across the Charles Stanley Group Over 30 years industry experience in wealth management and financial planning resulting in a detailed understanding of market dynamics, customer requirements, regulation and technology. ExCo member responsible for the Charles Stanley Direct and Asset Management business lines along with oversight of our Consumer Duty programmes/activities firm wide as Chief Client Officer. A regular presenter at industry events, contributor at key influencer forums. Industry representation as a former Chairman of the Society of Financial Advisers, past Director of the Institute of Financial Planning and council member/Director of AIFA.Chartered & Certified Financial planner. Chartered Fellow of CISI. Fellow of Personal Finance Society.Passionate about the positive difference that our industry can make - and how to get there...
Charles Stanley & Co. Limited
View- Website:
- charles-stanley.co.uk
- Employees:
- 905
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Managing Director - Charles Stanley Central Financial Services And Chief Client OfficerCharles Stanley & Co. LimitedUnited Kingdom
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Managing Director - Charles Stanley Central Financial ServicesCharles Stanley & Co. Limited Apr 2021 - PresentThe Central Financial Services division includes Charles Stanley Direct, Asset Management, Telephone XO and Foundation Advice Services
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Group Head Of DistributionCharles Stanley & Co. Limited Mar 2019 - Apr 2021London, Greater London, United Kingdom
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Retail Client Solutions DirectorQuilter Aug 2017 - Mar 2019LondonLeading the Retail Client Solutions team at Old Mutual Wealth. Working across all OMW business units to ensure that its overall (blended) proposition and services deliver great customer outcomes and superior customer experience - both now and in the future. -
Head Of Client PropositionTowry Jun 2014 - Mar 2017London, United KingdomBaker Tilly Financial Services was acquired by Towry. Member of Exco leadership team with responsibility for overall client proposition including investment management services, financial planning, advice policy/research and marketing. Chairman of Advice Policy and Investment Policy Committees. -
Partner, Head Of Wealth ManagementBaker Tilly Financial Management (Formerly Rsm Tenon Financial Management) Jun 2011 - Jun 2014NationalPartner and main board director of Baker Tilly Financial Management (following aquisition of RSM Tenon Financial Management). Nationally reponsible for all Private Client Financial Planning and Investment Management services along with Link2wealth. Chairman of Investment Committee.
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Head Of DistributionMacquarie Bank Aug 2009 - May 2011Working as part of the senior UK team looking to build out the Macquarie UK wrap proposition and expand its presence in the wealth management space.
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Director - Head Of Private ClientsBdo Stoy Hayward Investment Management Jun 2006 - Jul 2009Drove firm-wide transition to effective financial planning model providing strategic direction and profile across the business nationally within TCF framework.
John Porteous Skills
John Porteous Education Details
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Financial Services Management
Frequently Asked Questions about John Porteous
What company does John Porteous work for?
John Porteous works for Charles Stanley & Co. Limited
What is John Porteous's role at the current company?
John Porteous's current role is Managing Director - Charles Stanley Central Financial Services and Chief Client Officer.
What is John Porteous's email address?
John Porteous's email address is jo****@****wry.com
What schools did John Porteous attend?
John Porteous attended Edinburgh Napier University.
What are some of John Porteous's interests?
John Porteous has interest in Family, Football, Golf And Reading.
What skills is John Porteous known for?
John Porteous has skills like Wealth Management, Strategic Financial Planning, Investments, Financial Services, Financial Advisory, Wealth, Pensions, Strategy, Financial Planning, Investment Management, Portfolio Management, Asset Management.
Who are John Porteous's colleagues?
John Porteous's colleagues are Lee Ramsden, Rishi Shah, Vikki Marchbank, Nicola Coyne Nee Loudon, Rebecca Simpson, Christopher Andrews, Stuart Foster.
Not the John Porteous you were looking for?
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John Porteous
Financial Services Transformation * Consulting * Cost Optimisation * Deal Value Creation * Integration * Divestments * M&A * Programme DeliveryEdinburgh5virginmoney.com, sainsburysbank.co.uk, hotmail.co.uk, charles-stanley.co.uk, omwealth.com3 +441312XXXXXX
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2dwp.gsi.gov.uk, dwp.gsi.gov.uk -
John Porteous
Technical Director For Research & Development At Aspen Waite Chartered AccountantsBridgwater1hotmail.com
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