Story

Keeping it in the family

Read Katie's story on how she built a trusting relationship over the years with her client, Rory and his wider family. Katie is now working together with her colleague, Mia, from financial planning to manage the family’s money.
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Take your time

When it comes to organising your finances, it’s important to take the time you need to make the right decisions and not rush into anything.

Talking to a professional adviser about your situation and what you would like to achieve is a great starting point for working out what’s right.

It’s usually a good idea to consider financial planning and investing together as part of an overall plan for managing money.

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The first time I spoke to Rory

A couple of years ago, I spoke to Rory, who rang our general enquiry line to ask about investing a relatively small sum with us. The nature of our business means we have minimum investment levels, but we try to be as flexible as possible when it comes to working with new clients.

At the same time, Rory asked me to look through some financial planning advice his parents had received from another wealth management firm.

I read through the proposal with one of our financial planners, Mia Kahrimanovic; determining that the advice was appropriate for his parents at that stage.

A few months later, Rory got in touch to explain that his parents, Anne and Philip, had decided not to work with the other firm and would instead like to appoint Mia as their financial planner. The fact that we don’t use relationship managers really appealed to them.

They felt happier knowing they’d have direct contact with Mia and me as their dedicated financial planner and investment manager respectively.

Helping all the family

Philip recently went into a care home. Taking into account their new circumstances, Mia worked with the couple to make sure they had enough money to cover the costs of long-term care.

With one in six people over the age of 80 affected by dementia, more people are finding themselves in Anne and Philip’s position. As Mia had already discussed the possibility of care costs with the couple, they knew they could contact her to help them if that possibility became a reality.

The family has been so impressed with the level of service they’ve received that Rory’s two sisters have also opened investment accounts with us. 

Like Rory and their parents, they were attracted to the idea of working with a financial planner and investment manager together as one team to manage their money. Since Rory’s initial enquiry, our connection with his family has continued to grow. We’ve enjoyed working with each member of the family individually to make sure we understand their goals and have created personalised plans to help them get there.

We’re really pleased the family has placed their trust in Charles Stanley and we look forward to working with them for many more years to come.

Katie Tasker

Please note the client names in this story have been changed

About Katie

"My favourite part of my role is developing strong long-lasting relationships with my clients. Working closely together, I am able to fully understand their goals and ambitions."

Katie joined Charles Stanley in 2011. Katie has completed the Chartered Wealth Manager qualification gaining the highest mark in the country for one of the papers. She sits on the Portfolio Construction Theory Exam Panel, Charles Stanley’s Diversity Committee and the Wealth Management Forum Committee.

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