The Charles Stanley Leeds office has successfully been shortlisted for ‘Wealth Manager of the Year’ and additionally, Jonathan Baker, Director of Client Services (North), has been shortlisted for ‘Director of the Year’ in the 2022 Yorkshire Financial Awards.
The awards, ran by Barker Brooks Communications, celebrate the work of the financial services industry and the achievements of the region’s leading providers including wealth managers, financial advisers, and brokers, while also offering individual and team awards.
Having won the title last year, our Leeds office have yet again succeeded in delivering excellent relationship management, complex financial expertise, and investment returns. The team have demonstrated a quality risk-aware management strategy, which is supported by the innovative use of technology to provide an optimal service to their clients.
In the most competitive year to date, Jonathan Baker has been recognised for his exceptional leadership and dedication to quality client service, having been shortlisted in the ‘Director of the Year’ category. Jonathan joined Charles Stanley in 2008 as an Investment Manager and Leeds Branch Manager. He was appointed Director of Private Clients in the North of the country in 2018 and earlier this year, became a member of the Executive Committee.
I am honoured to be shortlisted for Director of the Year and so proud of my colleagues in Leeds. The team continue to inspire me with their hard work and commitment to clients and are truly deserving of their nomination. I hope that I can continue to support my team and our clients in providing the best possible service and investment outcomes. I wish everyone who has been shortlisted the best of luck, and look forward to hearing the results next year.
Jonathan Baker, Director of Client Services (North)
The Yorkshire Financial Awards 2022 will be held on 24 February at the New Dock Hall in Leeds. You can find more about the awards here.
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Charles Stanley shortlisted for two awards at the Yorkshire Financial Awards 2022
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