Charles Stanley appoints Sam Cowan as financial planner in Edinburgh
Wealth management firm Charles Stanley has announced the appointment of Sam Cowan as a financial planner in Edinburgh.
Mr Cowan joins the firm from Tilney, where he has worked since graduating in 2012. A financial planner at Tilney since May 2015, he manages a portfolio of high net worth individuals providing advice on a range of issues from succession planning and pension planning to tax-led planning.
He is experienced in running regular seminars and also works with accountants and lawyers to deliver bespoke solutions.
Andrew Meigh, managing director of financial planning at Charles Stanley, said: “One of Charles Stanley’s strategic objectives for this financial year is to grow our financial planning capability across the group.
“I am delighted that we have made such a high-calibre appointment and continue to expand our financial planning services for clients around the country to help them meet their financial goals. I very much look forward to working with Sam.”