Above page content

    Site map  Cookie policy

South West

Bath Office

Some intro text here only showing in homepage mode.

The Charles Stanley Bath office was established in 1994 and is made up of five experienced Investment Managers assisted by an Investment Advisor and three members of support staff. This small team of professionals works to give clients a personal and tailored service from a dedicated Investment Manager – while the cooperative atmosphere ensures that clients receive continuity of service no matter when they call or visit.

The convenient location of our office in Queen Square means that we are always available to clients passing by who wish to pop in and discuss the latest investment trends. We currently look after private clients, financial advisers, trustees of charities, solicitors, accountants, and corporate clients. We offer a traditional investment management service as well as managing investment portfolios including ISAs, SIPPs and other pensions.

We look forward to welcoming you to the Charles Stanley Bath office.


Contact the team today with the number below, fill out the form or email us directly.

01225 878999

bas-stanley.c[email protected]

Latest branch news

All branch news

: 29/11/2013

Morgan aims high

Chris Morgan was joined by Charles Stanley colleagues from Oxford and Newbury to form the FTSE High Hitters and compete at Barbury Shooting School...

Bath Office

Where to find us

Contact the Bath Office

26 Queen Square
Bath
BA1 2HX
United Kingdom

View on Google Maps

01225 878999

[email protected]

Our team


Christopher Andrews

Investment Manager

01225 878982

More about Christopher

Chris is a partner of the Bath office and an Investment Manager. He is responsible for managing portfolios for a wide range of different clients including private individuals of all ages both in the UK and overseas as well as pension funds. Outside the office, Chris, who is also a qualified French teacher and lives in the historic village of Norton St Philip, finds life dominated by his young son Maximilian. He also enjoys terrorising opening batsmen in the summer months and indulging his passion for fine wine.


Christopher Morgan

Investment Manager

01225 878999

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 has 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 and sits on a practitioner exam panel for the CISI. Past passions such as sailing, polo and ski-ing have passed by the wayside but tennis, horses and country pursuits continue. Christopher is married with two university age boys and lives in North Wiltshire.


Edward Playne

Investment Manager

More about Edward

Edward manages investment portfolios for individuals and families, together with charities, trusts, companies and their pension funds. He is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and has over 20 years industry experience. He 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 in London, as well as a Governor of The Barnwood Trust, for whom he sits on the finance committee. He enjoys everything concerning food and wine, including helping at his wife Helen’s business, William’s in Nailsworth, or travelling to France. Edward also enjoys skiing, tennis and golf in his spare time.


Wyn Thomas

Investment Advisor

01225 878985

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. Away from the office, Wyn is a keen and active squash player, as well as being a general sports fan, with a particular enthusiasm for rugby - all of which is more easily indulged now that his four children have grown up and fled the nest.


Bethan Green

Brokers Assistant

01225 878995

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!


Harry Lear

Branch Assistant

01225 878993


Phillip Epsley

Investment Manager

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 14 years and they have a wonderful son George (9). The family have travelled widely and Phillip enjoys playing sport. He has a handicap of 5 at his local course in Bath, Kingsdown.


Rebecca Stein

Trainee Investment Advisor

01225 878 996