Head Office

Bath

The Bath branch joined Charles Stanley in 1994. The team currently consists of three brokers/investment managers with over 50 years of experience between them.

For more information, please contact:

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Bedford

The Bedford branch joined Charles Stanley in 1997, having formerly been local broker RN McKean, who had been based in Bedford since 1921. The team has 50 years of investment experience between its three broking partners. It provides a range of services from discretionary and advisory portfolio management through to execution-only dealing and ISAs.

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Beverley (Garrison I A Limited)

Garrison Investment Analysis Ltd is one of the UK's oldest, and largest, discount brokers and Fund Supermarkets. A part of the Charles Stanley Group plc, Garrison provides a full range of investment information and services to over 50,000 investors. Garrison designs portfolios, provides advice on fund selection and provides an online and paper based dealing facility under the Fundchoice brand.

Director

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Birmingham (Jobson James)

Jobson James Financial Services Limited
Charles Stanley acquired Jobson James Financial Services Limited in 2011.
Formed in 1993 and based in Edgbaston, Birmingham, Jobson James Financial Services Limited is a leading provider of wealth management solutions to individuals and to companies. Services range from group and corporate pensions, financial planning for directors, corporate investment advice, redundancy counselling and retirement advice.

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Birmingham Stockbrokers

The Birmingham branch of Charles Stanley opened in 2005 and has a 7 strong team with over 180 years of investment experience between them!
Located in the heart of the city centre they provide discretionary & advisory investment management services to individuals, pension schemes and charities throughout the Midlands region. In addition to meeting the needs of direct clients the team also offer bespoke investment advice and management services to IFAs, Solicitors and Accountants. With the resources of The Charles Stanley Group they are able to supply a full range of stockbroking and investment services.
Please call in or give us a call to discuss your own personal investment requirements.

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Bournemouth

The Bournemouth office of Charles Stanley was established in 1992. The office has a strong team of brokers and support staff.

Branch Manager

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Brighton & Hove

The Brighton & Hove branch has three brokers and one support staff. The branch was formed in 2002 with brokers from Charles Stanley's former Lewes office and Durlacher's Hove office.

Conveniently located on Eaton Road the team will be happy to discuss their services with you.

Branch Manager

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Bristol

The Bristol office of Charles Stanley opened in January 2008. We offer stockbroking and investment management services to individuals, trusts and charities. We also work closely with intermediaries such as financial planners, solicitors and accountants to help their clients achieve their investment goals.

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Cambridge

The Cambridge branch was established in 1981, and was Charles Stanley's first branch office. The team is made up of four brokers, one trainee and two support staff. Together they have more than 120 years of broking experience. Our office is located in the centre of Cambrdige (parking available)

Branch Manager

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Cirencester

The Cirencester branch opened in June 2010 in the heart of Cirencester. The team, comprising Richard Fowler, Edward Playne and Robert Purves worked together in their previous firm and bring with them a breadth of knowledge and experience. The Cirencester office offers full stockbroking and investment management services which includes Self Invested Personal Pensions (SIPPs) and Individual Savings Accounts (ISAs).

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Dorchester

The Dorchester branch joined Charles Stanley in 2002. The three brokers in the office have over 65 years of experience between them and are supported in the branch by 4 assistants. We aim to provide a professional service on a personal level. Our office is situated in Poundbury in a modern building with very easy access and parking.

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Eastbourne

The Eastbourne branch originated in 1990 and joined Charles Stanley in June 2002 following the takeover of Robson Cotterell. The team has nearly 100 years of experience and is made up of five brokers and two members of support staff.
Conveniently located on Hyde Gardens the team will be happy to discuss their services with you.

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Edinburgh

In February 2002 Charles Stanley acquired the Edinburgh-based business of Torrie & Co. Today the office is based on the corner of St Andrew Square and comprises seventeen staff in total, including seven stockbrokers and one financial planning expert. You are welcome to visit their office to discuss your own personal investment requirements.

Joint Branch Managers

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Exeter

The Exeter office joined Charles Stanley in April 2007. They currently have twenty three members of staff with over 200 years' industry experience between them. The branch has well established links with many local community organisations including Exeter Chiefs, St Elizabeth Hospice Care, the Bournemouth Symphony Orchestra and Exeter City FC.

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Guildford

The Guildford branch joined Charles Stanley in 2007. The team is made up of five investment managers and three support staff. They have 70 years of experience between them. The team have close links with local businesses, the investment managers having worked in the local business community for many years.

Investment Manager

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Ipswich

Charles Stanley has been advising private clients from its Ipswich based Georgian fronted office, opposite the Ipswich & Suffolk Club, since 1987 but has since moved to 33 Lower Brook Street, near the historic wet dock. The team is made up of four qualified investment managers and two support staff who offer clients a personal service run on traditional lines.

Branch Manager

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Isle of Wight

The Isle of Wight branch joined Charles Stanley in January 2001 and consists of two brokers, one brokers' assistant and two support staff. Our office is conveniently located with car parking facilities. The team will be happy to discuss our range of investment services with you.

Branch Manager

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Leeds

Our Leeds team has over 80 years' investment experience between them. The professional wealth services we offer include stockbroking, pension planning, IHT planning, investment management, court of protection investments and charity investments, amongst others. Should you wish to have a no-obligation initial meeting either at home or in our office, please contact us. We look forward to helping you build your financial future.

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Liverpool (CS Financial Solutions Limited)

CS Financial Solutions Limited is a specialist provider of corporate employee benefits services to a wide range of companies, providing advice on the full range of employee benefits including HR and reward consulting, pensions, risk benefits and healthcare. It also offers a fully integrated online flexible benefits service as well as providing independent financial advice to high net worth individuals connected with its corporate clients. These services are also provided from our office in Watford.

Director

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Liverpool Stockbrokers

The Liverpool stockbroking office is the newest addition to the Charles Stanley network of regional offices having opened in August 2010. The Liverpool office offers full stockbroking and investment management service which include Self Invested Personal Pensions (SIPPs) and Individual Savings Accounts (ISAs). The team can also provide bespoke services for Independent Financial Advisers and would welcome any enquiries from local IFAs, solicitors or accountants. The Liverpool office is located in the new Chapel Street building which is centrally located and offers superb office and meeting space.

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Manchester

The Manchester branch was established in 1997. The founder members of the team have been together for over thirty years and the branch has grown into a cohesive team of over twenty brokers with a wealth of stockbroking and investment management experience. Located in central Manchester, with a strong support staff, the branch specialises in a personal and flexible approach. The Charles Stanley Manchester office enjoys a wonderful mix of clients with the eldest being a grand old lady of 105 and the youngest, just 11 months old.

Branch Administration Manager

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Milton Keynes

The Milton Keynes office joined Charles Stanley in July 1988. We are currently a team of five brokers, including three Fellows of the Chartered Institute of Securities & Investment, with over a hundred years combined experience between us; we also have one member of staff providing administration support. We offer a personal service, specialising in discretionary and advisory portfolio management for private clients, companies, trusts, charities and pension funds. We also provide ISAs, as well as Advisory and Execution-Only dealing services.

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Newbury

Opened in February, 1991, the Newbury office was Charles Stanley's fifth office. The branch comprises three stockbrokers with over 70 years' experience between them. We are the only private client stockbroking office in Newbury and will be pleased to discuss your investment requirements with you.

Branch Manager

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Norwich

The Norwich branch opened in 1985. The team consists of four stockbrokers with over 88 years of Investment Management experience between them. Should you be unable to visit our office in central Norwich, one of our brokers will be happy to arrange a meeting at your home, anywhere in Norfolk, to discuss your personal investment requirements.

Branch Manager

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Nottingham

The Nottingham office was opened in 1998 by Riccardo Landucci and his colleague, Michael Harvey. Heidi Quinlan joined in 2000 to offer administration support followed by Beatrice Landucci who joined in 2009 as a secretary. Based in the centre of the city, the team are pleased to welcome visitors to the office.

Branch Manager

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Oxford

The Oxford branch was established in 1994 and has four brokers with approximately 120 years' combined experience. We have three support staff. The office is situated in the very centre of Oxford's main shopping area, at the crossroads of The High Street, Cornmarket, Queen Street and St Aldates - the Carfax Tower acts as a useful landmark.

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Plymouth

The Plymouth branch was established twelve years ago and consists of eight stockbrokers and an administration assistant. We have a specialist team of Investment Trust research analysts which is of particular benefit to clients wishing to diversify their investment portfolios. We are located in the same building as sister company CS Financial Solutions Limited and can accordingly offer a complete range of financial planning advice including Inheritance Tax planning and pension advice as well as investment management.
For either our Investment Management or Benefit Consultancy services please contact:

Branch Manager & Benefits Consultancy Manager

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Reading

The Reading office joined Charles Stanley in 1999. The team consists of five brokers (with nearly 150 years of experience between them), four assistants and four support staff. Situated in the centre of Reading, we are delighted to welcome clients to our offices to discuss their investment needs and objectives.

Branch Manager and Broker

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Southampton

The Southampton branch joined Charles Stanley in 1997. With over 30 years of stockbroking experience between them, the team is made up of two brokers and three members of support staff with a combined 40 years combined investment and market experience. We manage a range of client accounts, from personal portfolios and trusts to charities, institutions and companies using a range of investment tools specifically direct equities, collective investments (investment trusts, unit trusts and exchange traded funds), government stocks, corporate bonds and traded options. The team would be delighted to hear from prospective clients for an initial meeting and our offices are located centrally in Cumberland Place near the Guildhall.

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Southend-on-Sea

The Southend-on-Sea office opened in 1998.Situated in the conservation area of Southend, the branch comprises four brokers, two assistants and a secretary. The team has a wide range of investment experience and will be happy to discuss their services with you.

Branch Manager

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Truro

After 10 years as an independent firm, Truro Stockbrokers joined Charles Stanley in July 2008. The team of three brokers and three support staff have over 70 years' combined experience of the stockmarket as well as strong local connections.

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Tunbridge Wells

The Tunbridge Wells branch was opened in the spa town of Royal Tunbridge Wells in 2001 by Christopher Corfield and Katie Presland. The team consists of four brokers and four support staff with over 120 years of stockbroking experience between them. The office is situated near the old Opera House.

Stockbroker

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Watford (CS Financial Solutions Limited)

CS Financial Solutions Limited is a specialist provider of corporate employee benefits services to a wide range of companies, providing advice on the full range of employee benefits including HR and reward consulting, pensions, risk benefits and healthcare. It also offers a fully integrated online flexible benefits service as well as providing independent financial advice to high net worth individuals connected with its corporate clients. These services are also provided from our office in Liverpool.

Director

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Wimborne

The Wimborne team joined Charles Stanley in 2002 with a wealth of experience in stockbroking services. The team of two brokers (and two support staff), pride themselves in being very approachable. The office is centrally situated and we would welcome your visit to discuss your personal investment requirements.

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