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Bath

Secure your financial future

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Speak with one of our financial experts to get a better understanding of your current situation and the options available to you.

Whatever life stage you are in, be that building your business or career, thinking about retirement, or planning how best to support a growing family, now is the time to ensure you have the right plans in place to secure your financial future.

Book your free consultation

Complete the form to arrange your consultation with a member of our Bath team.

About our Bath team

Established in 1994, the office is home to a Financial Planner, five experienced Investment Managers assisted by an Investment Adviser and three members of support staff. The convenient location of our office on Gay Street means that we are always available to clients passing by who wish to pop in and discuss the latest investment trends.

Supporting a wide range of clients, including individuals, financial advisers, trustees of charities, solicitors, accountants, and corporate clients. The team offers bespoke financial advice and traditional investment management service; managing client's ISAs, SIPPs and other pensions. This small team of professionals works to give clients a personal and tailored service from a dedicated financial expert – while the cooperative atmosphere ensures that clients receive continuity of service no matter when they call or visit.

Get in touch with the team today

01225 878999

 

[email protected]

Why Charles Stanley?

Client care for over 200 years

With over 200 years' experience, we have created financial security for tens of thousands of people. Through bespoke investment management and financial advice, we continue to evolve to help our clients meet their goals by understanding what wealth means to them.

Bath Office

Where to find us

Contact the Bath Office

2 Gay Street
Bath
BA1 2PH
United Kingdom

View on Google Maps

01225 878999

[email protected]

Our team


Christopher Andrews

Senior Investment Manager

0122 587 8982

More about Christopher

Chris began his career in the City in 1997 for Albert E Sharp and manages investment portfolios for pension funds, private clients and charities. He joined the Bath office of Charles Stanley in 2005 and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Outside the office, Chris, who lives in Bath, enjoys time with his son Maximilian and indulging his passion for wine, sport and travel.


Christopher Morgan

Senior Investment Manager

0122 587 8999

More about Christopher

Christopher spent 22 years in the Royal Navy as a Chartered Engineer, mostly in nuclear-powered submarines. On leaving the Navy in 1994 he joined Laws & Co in Bristol, subsequently part of the Greig Middleton Group. He was invited to join Charles Stanley in 2001 to run the Bath office but stepped aside from this aspect in 2013 to concentrate on his role as an investment manager. His clients include individuals, families, small companies/businesses, trusts, charities and pension funds. Christopher has a BSc in Marine Engineering (from the Royal Naval Engineering College), a post-graduate Diploma in Nuclear Technology (Royal Naval College, Greenwich) and is a Chartered Fellow of the Chartered Institute of Securities and Investments. He is a trustee of the Princess Anne’s Charities Trust and Whitehill Chase Foundation Trust. Past passions such as sailing, polo and horses have passed by the wayside but tennis, ski-ing and country pursuits continue. Christopher is married with two sons and lives in North Wiltshire.


Edward Playne

Branch Manager/Senior Investment Manager

0122 587 8994

More about Edward

Edward manages investment portfolios for individuals and families, together with charities, trusts, companies and their pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and began his career in 1995 at NCL Investments in the City, which later merged in 2003 with Smith and Williamson. Having been with the firm for more than 10 years, Edward spent 3 years with Close Brothers before joining Charles Stanley in 2010. Edward lives in Gloucestershire and is married with twin daughters. He is a liveryman of the Drapers Company and a trustee of Barnwood Trust. Edward enjoys skiing, tennis, golf and cooking in his spare time. You may also spot him helping at his wife Helen’s business, William’s in Nailsworth, on Saturdays behind the fish slab.


Wyn Thomas

Senior Investment Adviser

0122 587 8985

More about Wyn

Wyn is an Investment Advisor in the Bath team, having joined Charles Stanley in 2008, after 21 years in retail banking. He has built a number of long-standing relationships with third party introducers, including IFAs, Financial Planners and Solicitors. Wyn is a keen sports enthusiast, and especially enjoys watching rugby and following his home town team of Llanelli Scarlets.


Bethan Paddy

Investment Managers Assistant

0122 587 8995

More about Bethan

Bethan joined Charles Stanley in the summer of 2015 as an assistant to Christopher Morgan. She has over 10 years’ experience of working in the financial services sector, starting her career in mortgages and progressing on to a Financial Advisor firm. After trying life on the other side at a platform provider, Bethan has moved up to join the Charles Stanley team in a position where she can provide support directly to Investment Managers and their clients. Bethan has lived in Bath for over 14 years after graduating from Bath Spa University with a BSC in dance and business studies. She enjoys camping and outdoor sports, regardless of the weather!


Phillip Epsley

Senior Investment Manager

0122 587 8990

More about Phillip

Phillip has experience in managing investment portfolios for Private Clients and Clients of Intermediaries, Trusts, Charities and Friendly Societies, he also specialises in the Investment Management of SIPPs. In 2007 he joined Williams de Broe and left in August 2012 when the company was merged into Investec Wealth and Investment. He has been awarded the status of Chartered Fellow of the Chartered Institute for Securities and Investment in 2010. Phillip has been married to Maxine for 17 years and they have a wonderful son George. The family have travelled widely and Phillip enjoys playing sport. He has a handicap of 6 at his local course in Bath, Kingsdown.


Darrell Dymond

Intermediary Sales Manager - West and Wales

07989 704041

More about Darrell

Darrell joined the Charles Stanley Intermediary Sales team in March 2016. Prior to that Darrell worked at a number of high profile companies including most recently with MetLife where he spent four years as a Business Development Manager covering Gloucestershire, Wiltshire & Herefordshire as well as a number of key national accounts. Other companies represented include Towry Law, Friends Provident, Eagle Star/Zurich. Darrell’s role at MetLife was widespread, dealing in all areas of pensions and investments as well as shaping IFA businesses and providing technical support. Darrell's role within Charles Stanley is to focus on the development of Financial Adviser business across Oxford, Bath, Bristol, Wiltshire & South Wales working closely with the Investment Managers in the Oxford, Cardiff, Bath & Cirencester offices. Outside of work Darrell is married to Lyn with adult children Kelly and Russell. Darrell enjoys all sports especially golf, rugby, cricket and walking his German Shepherd “Seve” (see the golf link). Darrell has successfully completed the “3 Peaks Challenge Ben Nevis, Scafell Pike & Snowdon in 24 Hours” and Cheltenham Rotary Club “Cheltenham Circular Walk 26 miles”.


Lily Warne

Wealth Managers Assistant

0122 587 8991

More about Lily

Lily joined Charles Stanley in spring 2018 as an Investment Managers Assistant, and in summer 2019 took on the role of Wealth Managers Assistant assisting Tom De Burgh Williams, Ed Playne and Phil Epsley. Joining Charles Stanley with over 7 years’ experience working in administration, spending the last few years in financial services. She joins the team in a position where she can best utilise her skills and provide support across the Investment and Financial Management teams and their clients. Lily moved to Bath in 2015 after living abroad for 2 years in Australia and Ireland, she is an avid reader, travelling enthusiast, and cricket widow!


Luke Keattch

Paraplanner

0122 587 8992

More about Luke

Luke is a Business Management graduate and holder of the DipFA Level 4 qualification in Financial Advice. Luke has 7 years’ experience as a paraplanner and works alongside Bath office’s Chartered Financial Planner, Tom Williams. Luke cover all areas of research including pensions, protection, taxation and trusts. Furthermore, Luke undertakes analytical work including cash flow modelling and investment risk and performance modelling. Although now living close to Bristol City’s stadium in South Bristol, Luke is a diehard Watford fan having been born in Hertfordshire. Luke is getting married next year and thought he would use this opportunity to thank the future Mrs Keattch for allowing him to go to so many Watford away games!


Tom De Burgh Williams

Chartered Financial Planner

01225 878984 / 0798 970 4046

More about Tom

Tom is a Chartered Financial Planner and has over 20 years industry experience. He specialises in providing a personalised financial planning service to private clients. Tom has a broad range of high net worth clients. He puts a high value on building strong long term client relationships, being proactive in helping meet their financial goals and aspirations whilst providing planning across all family members. Prior to joining Charles Stanley Tom was Head of Wealth Planning for the South West at W H Ireland Ltd. Tom is married to Anja and they have a young daughter. When not working or spending time with his family, he is a keen golfer, cyclist and supporter of local sport.


Henry Gronning

Senior Investment Manager

0122 587 8986

More about Henry

Henry joined Charles Stanley in 2020, having previously worked at WH-Ireland. He read Microbiology at the University of Leeds. He is a Chartered Member of the CISI and has over 9 years of industry experience. He specialises in offering discretionary investment services to individuals, charities, corporates and trusts. Henry has built up a strong network of local professional connections including solicitors, accountants and financial advisers. He feels it is important that he refers his clients to the best local experts. Having previously worked with both Tom and Luke in our wealth planning team, he is passionate about offering his clients joined up holistic advice taking account of their investment goals and aspirations while planning long term for them and their family. Outside of work Henry's passions include Skiing, CrossFit and Golf. During the Summer months, he can be found hacking his way around Henbury Golf course.