John Porteous

John Porteous has extensive experience in the financial services industry, with a focus on client solutions and distribution. John currently holds the position of Managing Director at Charles Stanley Central Financial Services, where they oversee the company's financial services operations. Prior to this, they served as the Group Head of Distribution at Charles Stanley & Co. Limited. In previous roles, John worked at Quilter as the Retail Client Solutions Director, leading the Retail Client Solutions team and ensuring the delivery of superior customer experiences. Before Quilter, they held the position of Head of Client Proposition at Towry, where they were responsible for the overall client proposition and served on the Exco leadership team. John also has experience at Baker Tilly Financial Management as a Partner and Head of Wealth Management, where they were in charge of Private Client Financial Planning and Investment Management services. John started their career at Macquarie Bank as the Head of Distribution and worked at BDO Stoy Hayward Investment Management as the Director and Head of Private Clients.

John Porteous has a BA (Hons) degree in Financial Services Management from Edinburgh Napier University. In addition to their degree, they have obtained several certifications including the Certified Financial Planner (CFP) from The Chartered Institute for Securities & Investment (The CISI), Chartered Fellow CISI from The CISI, Chartered Financial Planner from the Personal Finance Society, and Investment Management Certificate from the CFA Institute. The specific months and years of when they obtained these certifications are not provided.