AeroLeads people directory · profile
John Porteous Email & Phone Number
Managing Director - Charles Stanley Central Financial Services and Chief Client Officer
at
Charles Stanley & Co. Limited
1 work email found
@charles-stanley.co.uk
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director - Charles Stanley Central Financial Services and Chief Client Officer
Location
United Kingdom
Company size
Who is John Porteous? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
John Porteous is listed as Managing Director - Charles Stanley Central Financial Services and Chief Client Officer at Charles Stanley & Co. Limited, a with 905 employees, based in United Kingdom. AeroLeads shows a work email signal at charles-stanley.co.uk and a matched LinkedIn profile for John Porteous.
John Porteous previously worked as Managing Director - Charles Stanley Central Financial Services at Charles Stanley & Co. Limited and Group Head of Distribution at Charles Stanley & Co. Limited. John Porteous holds Ba (Hons), Financial Services Management from Edinburgh Napier University.
Company email context
Email format at Charles Stanley & Co. Limited
This section adds company-level context without repeating John Porteous's masked contact details.
{first}.{last}@charles-stanley.co.uk
89% confidence
AeroLeads found 1 current-domain work email signal for John Porteous. Compare company email patterns before reaching out.
Profile bio
About John Porteous
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...
Listed skills include Wealth Management, Strategic Financial Planning, Investments, Financial Services, and 32 others.
Current workplace
John Porteous's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Stanley & Co. Limited
8 roles
John Porteous work experience
A career timeline built from the work history available for this profile.
Managing Director - Charles Stanley Central Financial Services
CurrentThe Central Financial Services division includes Charles Stanley Direct, Asset Management, Telephone XO and Foundation Advice Services
Apr 2021 - Present
Group Head Of Distribution
Mar 2019 - Apr 2021
Retail Client Solutions Director
Leading 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.
Aug 2017 - Mar 2019
Head Of Client Proposition
Baker 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.
Jun 2014 - Mar 2017
Partner, Head Of Wealth Management
Baker Tilly Financial Management (Formerly Rsm Tenon Financial Management)
Partner 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.
Jun 2011 - Jun 2014
Head Of Distribution
Macquarie Bank
Working 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.
Aug 2009 - May 2011
Director - Head Of Private Clients
Bdo Stoy Hayward Investment Management
Drove firm-wide transition to effective financial planning model providing strategic direction and profile across the business nationally within TCF framework.
Jun 2006 - Jul 2009
Team & coworkers
Colleagues at Charles Stanley & Co. Limited
Other employees you can reach at charles-stanley.co.uk. View company contacts for 905 employees →
IR
Isabella Ritchie Dippfs
Colleague at Charles Stanley & Co. LimitedMaidwell, England, United Kingdom
View →
MM
Matthew Marchant
Colleague at Charles Stanley & Co. LimitedLondon, England, United Kingdom
View →
VP
Veselina Petrova Apfs
Colleague at Charles Stanley & Co. LimitedExeter, England, United Kingdom
View →
PS
Paul Shotter
Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom
View →
AG
Anjie Gohil Int.Cert(Aml)
Colleague at Charles Stanley & Co. LimitedLondon, England, United Kingdom
View →
AH
Abbie Harman
Colleague at Charles Stanley & Co. LimitedUnited Kingdom
View →
AK
Alistair King
Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom
View →
CJ
Carl Jex Mcsi Imc
Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom
View →
CS
Cherie Smith
Colleague at Charles Stanley & Co. LimitedUnited Kingdom
View →
GM
Gina Maidment
Colleague at Charles Stanley & Co. LimitedGreater Plymouth Area, United Kingdom
View →
Isabella Ritchie Dippfs
Colleague at Charles Stanley & Co. LimitedMaidwell, England, United Kingdom
View →
MM
Matthew Marchant
Colleague at Charles Stanley & Co. LimitedLondon, England, United Kingdom
View →
VP
Veselina Petrova Apfs
Colleague at Charles Stanley & Co. LimitedExeter, England, United Kingdom
View →
PS
Paul Shotter
Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom
View →
AG
Anjie Gohil Int.Cert(Aml)
Colleague at Charles Stanley & Co. LimitedLondon, England, United Kingdom
View →
AH
Abbie Harman
Colleague at Charles Stanley & Co. LimitedUnited Kingdom
View →
AK
Alistair King
Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom
View →
CJ
Carl Jex Mcsi Imc
Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom
View →
CS
Cherie Smith
Colleague at Charles Stanley & Co. LimitedUnited Kingdom
View →
GM
Gina Maidment
Colleague at Charles Stanley & Co. LimitedGreater Plymouth Area, United Kingdom
View →
1 education record
John Porteous education
FAQ
Frequently asked questions about John Porteous
Quick answers generated from the profile data available on this page.
What company does John Porteous work for?
John Porteous works for Charles Stanley & Co. Limited.
What is John Porteous's role at Charles Stanley & Co. Limited?
John Porteous is listed as Managing Director - Charles Stanley Central Financial Services and Chief Client Officer at Charles Stanley & Co. Limited.
What is John Porteous's email address?
AeroLeads has found 1 work email signal at @charles-stanley.co.uk for John Porteous at Charles Stanley & Co. Limited.
Where is John Porteous based?
John Porteous is based in United Kingdom while working with Charles Stanley & Co. Limited.
What companies has John Porteous worked for?
John Porteous has worked for Charles Stanley & Co. Limited, Quilter, Towry, Baker Tilly Financial Management (Formerly Rsm Tenon Financial Management), and Macquarie Bank.
Who are John Porteous's colleagues at Charles Stanley & Co. Limited?
John Porteous's colleagues at Charles Stanley & Co. Limited include Isabella Ritchie Dippfs, Matthew Marchant, Veselina Petrova Apfs, Paul Shotter, and Anjie Gohil Int.Cert(Aml).
How can I contact John Porteous?
You can use AeroLeads to view verified contact signals for John Porteous at Charles Stanley & Co. Limited, including work email, phone, and LinkedIn data when available.
What schools did John Porteous attend?
John Porteous holds Ba (Hons), Financial Services Management from Edinburgh Napier University.
What skills is John Porteous known for?
John Porteous is listed with skills including Wealth Management, Strategic Financial Planning, Investments, Financial Services, Financial Advisory, Wealth, Pensions, and Strategy.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the John Porteous you were looking for.
View similar profiles
