Lasenby Knox – a new breed of wealth adviser – has appointed Will Stanton to the role of client relationship manager.
Will, from Douglas, joins from AML Global Solutions where he specialised in pensions and gained experience in client service. He will be responsible for developing relationships with new and existing clients as well as supporting key advisers. Alongside his role, Will is also training to be a financial adviser.
Will said: “My role will involve managing our existing client relationships and ensuring that the high standard of professional service that Lasenby Knox is renowned for, continues to develop. It’s the ideal opportunity to progress my career with a business that takes a personalised approach to financial advice.”
Steve Locking, managing director of Lasenby Knox, said: “Our signature approach is to form long-term relationships with our clients. We aim to provide all clients with exceptional financial planning that’s personal to them. Will’s arrival will boost our client relationship team and enables us to take that individual approach to the next level.”
Lasenby Knox is a wealth adviser of the future, borne out of the need to evolve as regulation and clients demand ever-increasing levels of service and expertise. The business provides insightful and clear financial advice that enables clients to build their wealth and realise their individual goals.
Investments and financial, retirement and estate planning are all aspects of Lasenby Knox’s product portfolio.
