Citywire printed articles sponsored by:
View this article online at http://citywire.co.uk/wealth-manager/article/a357976
Wealth Manager Profile: Shelley Leaney & Jon Curtis
News sponsored by:
by Matthew Goodburn on Sep 18, 2009 at 09:54
Charles Stanley’s Eastbourne office sits in a leafy square of whitewashed Victorian houses. A small flight of steps leads up to a door proudly bearing the company’s corporate colours.
Shelley Leaney and Jon Curtis are keenly aware of the contrast between their office with its local feel, and some of the larger Charles Stanley branches.
‘This is generally a retirement office. You cannot compare it with the Edinburgh office in a large financial centre or the London office,’ says Curtis. ‘The important thing is to bring in the local people who understand the landscape.’
Leaney found herself working for Charles Stanley when the group bought the Burrough Johnstone business in 1999 and has also had stints working in the Middle East before returning to the UK.
Curtis is a more recent recruit, having joined the office last year from Walker Crips, while fellow broker Mike Mullens also joined recently from Brewins.
The latter two are still in the process of bringing clients across after a period of gardening leave.
Curtis says the region is underbroked, presenting plenty of opportunities for the firm to expand its assets and client base. ‘The South East is generally not well served by private client firms. If you draw the line between Canterbury and here, apart from Walker Crips in Bexhill, there is very little.’
Leaney and Curtis make a striking double act, complementing each other perfectly. So well in fact, that they tend to finish each other’s sentences (which can prove a little tricky for the journalist trying to keep up with who said what).
Leaney is the more animated of the pair, speaking hurriedly and enthusiastically. Both are articulate and friendly. Curtis cuts a more laconic figure, but is almost as likely to finish Leaney’s sentences as she is his.