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Mid-England & Wales

Birmingham Office

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The Charles Stanley Birmingham office is made up of an excellent team of highly experienced financial services professionals with whom you will be able to quickly establish a trusting and dependable relationship.

We provide tailored wealth management services to private clients and professional advisers.

For over 12 years Charles Stanley has had a presence in Birmingham, constantly growing and adjusting to the ever-changing world we live in. It is our adaptability that enables us to offer a holistic wealth management proposition catered for the modern investor. Whether it is traditional investment management or financial planning, we are there to help you achieve your financial goals.

We pride ourselves in being able to provide a truly bespoke, personal and friendly service and we establish long-term relationships with our clients built on trust and professionalism.

We look are driven by meeting the needs of our clients, ensuring their peace of mind.

To access your client portal, please click on the link below; alternatively please contact the team on the number below, fill out the form or email us directly

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0121 452 2900

[email protected]

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Our private client team

Lawrence Fagg

Investment Manager

0121 452 2913

More about Lawrence

On completion of a Higher National Diploma in Business & Finance, Lawrence was enticed into the world of investment management and joined the Birmingham firm Stock Beech & Co, Stockbrokers in 1985. Ever since, he has been advising and managing investments for private individuals, pensions and charities. Lawrence later went on to found the Birmingham Office of Charles Stanley in 2005, having previously been a Director of Greig Middleton and Gerrard. Having always lived in Solihull, just outside Birmingham, Lawrence has been a keen supporter of the regions charitable causes. Involvement in Rotaract and Round Table, before becoming too old, raised a lot of money and was a lot of fun. Nowadays, he is County Treasurer to The County of Birmingham's Scout Association. With its 5000 members and two activity centres it has its challenges. On the plus side Lawrence gets to test out the new zip wires, abseil towers etc, and feels it's worthwhile to invest in our youth. In his spare time Lawrence enjoys family life, membership of The National Trust, playing tennis badly at the local David Lloyd club and retrieving his dog from picnic baskets!

Mark Merten-Jones

Branch Manager/Investment Manager

0121 452 2932

Martin Tatlow

Investment Manager

0121 452 2915

More about Martin

Martin started his financial services career in 1972, initially working in the Executor, Trustee & Investment office of the Midland Bank before moving on to Birmingham based stockbrokers, Smith Keen Barnett. During his long career he was a member of the old London Stock Exchange and was a director of stockbrokers Greig Middleton and Gerrard. In 2005 along with several colleagues he established the Birmingham office for Charles Stanley. At the week end Martin can be found on the riverbank, course fishing. He is also a mean backgammon player and enjoys the psychological warfare of Texas Hold'em.

Geoffrey Cooban

Investment Manager

0121 452 2900

Arran Khangure

Portfolio Manager

0121 452 2979

Louise Penttila

0121 452 2909

Marcia McKenzie

Senior Branch assistant

0121 234 6700

More about Marcia

Marcia has worked in financial services for over 30 years, initially in banking with NatWest prior to joining Greig Middleton where she became a valued member of the team. Marcia joined the Charles Stanley office in Birmingham in August 2005 with her colleagues. As a Fellow of the Institute of Professional Administrators she keeps the office paperwork under control and ensures all documentation is in place for accounts. Although Marcia has lived in Birmingham all her life, the family hails from Barbados, a place to which she returns most years just to make her colleagues jealous! Outside of the work environment her main passions are tennis and athletics but she enjoys most sports. Also enjoys reading and socialising with friends, usually at restaurants or the theatre.

Ruth Harris

Branch Assistant

0121 234 6712

Gregory Snell

Portfolio Manager

0121 452 2940

Our financial planning team

Richard Venner

Director of Financial Planning

0121 452 2920

More about Richard

Richard is a Director of Charles Stanley Financial Planning with responsibility for the strategic direction and development of the business. He retains a large business practice where he advises a number of prominent HNW individuals and families. Richard was the CEO of Jobson James Financial Services and successfully merged the business into Charles Stanley in 2011. Richard has had a long and distinguished career within financial services working for leading advisery firm Alexander Clay and Partners, Norwich Union and The Prudential.

Andy McGowan

Director of Financial Planning - Midlands

0121 452 2916

More about Andy

Andy joined Charles Stanley in Birmingham as Director of Financial Planning for the Midlands in June 2014 to bolster the company’s growing Financial Planning services and presence across the region. He was formerly head of Financial Planning in the Midlands for RSM Tenon where he developed their Corporate and Private Client propositions. Prior to this Andy has had a long and distinguished career working in senior roles with BDO, HLB Kidsons and Scottish Widows. He is an associate of the Pensions Management Institute and the Personal Finance Society.

Mark Davies

Senior Financial Planner

0121 452 2946

More about Mark

Mark is a qualified financial Planner with 34 years’ experience within the RBS group, he specialises in providing holistic financial advice in Inheritance Tax, general investment and retirement planning for Directors and entrepreneurs of Midlands based companies. Mark is married with two teenage children and lives in Wolverhampton, in his spare time Mark is a qualified football coach and looks after an U18 side in the West Midlands Premier league. He follows Wolverhampton Wanderers and plays golf. "I am passionate about providing a high quality of service and advice to my clients that I have developed business relationships with over the 20 years of providing regulated independent financial advice. Charles Stanley provides clients with a totally focused investment proposition together with a dedicated local team of professional."

Nigel Goodhand

Chartered Financial Planner

0121 452 2923

More about Nigel

Nigel is a Chartered Financial Adviser and Fellow of the Chartered Insurance Institute (CII). He has been providing holistic financial advice to Private Clients for over 20 years; specialising in Investment and Inheritance Tax Planning. Prior to joining Charles Stanley Nigel was with the Royal Bank of Scotland where he worked in their Financial Advisery unit, Nigel spent eight years with the RBS and has had a long and distinguished career within financial services having previously worked for Bradford and Bingley and Laurentian Life. Nigel is married with two children and enjoys watching Aston Villa. He also enjoys Motor Racing and Cricket, travel, foreign languages and reading.

Peter Aylward

Chartered Financial Planner

0121 452 2978

More about Peter

Peter started his career in Financial Services in 1997 as an Adviser Trainee with Chase de Vere moving into management and establishing their Birmingham office. In 2005 Peter joined Hargreaves Landsdown to assist in building their presence in the Midlands. He then joined Jobson James Financial Services Ltd in August 2007, which became part of the Charles Stanley Group plc in May 2011. Peter studied Economic and Social History at the University of Birmingham and continues to enjoy reading and studying history, especially local history. In more recent times, Peter has been building on his vocational qualifications and in 2014 he achieved Chartered Financial Planner status and hopes in the near future to become a Fellow of the Personal Financial Society. Peter was formerly a keen oarsman, rowing for his School and the University of Birmingham, amongst others, and now enjoys swimming, sailing and hiking in his spare time. Since 2010 he has been able to enjoy some of these pastimes with his wife, Charlotte. He has also been involved in the running of the renowned Moseley Farmer Market (featured on Radio 4's "Farming Today" programme) and is a regular and valued member of the Charles Stanley Birmingham Office quiz and football teams.

Rory Menmuir

Senior Financial Planner

0121 452 2943

More about Rory

Rory completed his education at the University of Liverpool with a BSc (hons) in Zoology, the perfect foundation for a life working in Financial Services. He holds the Diploma in Regulated Financial Planning and expects to obtain his Chartered Financial Planner and Fellowship status shortly. Rory started his Financial Services career with PKF Employee Benefits Consultants in 2001 and moving on to Jobson James Financial Services Ltd in 2005. Rory has worked through all departments in Jobson James, starting in administration, then paraplanning and becoming a Financial Planner in 2008. Jobson James Financial Services Ltd became part of the Charles Stanley Group plc in May 2011. He now specialises in providing Retirement and Inheritance Tax Planning advice to Private Clients. Rory lives in Lichfield, is married to Nicola and has two Sons. Rory played Rugby for a number of years, but has now had to retire from this pursuit and now spends the little free time he has mountain biking on Cannock Chase, the Lake District and Scotland. He loves spending time in the mountains whether on foot or by bike and is also now developing an interest in golf.

Simon Foley

Senior Financial Planner

0121 452 2930

More about Simon

Simon has over 30 years experience as a Financial Planner and Investment Adviser. Prior to joining Jobson James, which was already part of the Charles Stanley Group plc from May 2011, he was a partner at Mazars for several years before joining BDO which then became Broadstone, where he worked for 20 years. Simon has been with Charles Stanley since July 2012 and specialises in Private Client work, particularly, Self Invested Personal Pensions. He believes that understanding clients and managing their expectations is vital in the role of the Adviser and fully understands this concept. This is demonstrated by the fact that many of his clients have followed him from his previous employments, including a number of PLC directors. Simon lives in Lichfield with his wife and two children and when he has some spare time is a keen skier and squash player.

Tim Venner

Head of FP Business Development Manager

0121 234 6700

More about Tim

Tim Venner serves as the Head of Business Development - Charles Stanley Financial Planning, where his business development acumen and strategies help the business grow. Tim has over twenty five years’ experience in this field with an exemplary track record for developing relationships, distribution channels and strategies to increase business output. Prior to joining Charles Stanley, he was an independent business coach delivering performance programmes to business leaders and senior managers in the Midlands. Previously, Tim served as a Director for an Executive recruitment business based in Birmingham and as the head of business development for a national communications companies. Tim has extensive experience in strategic partnerships, developing relationships and building multi-channel routes to market.

David James

Director of Financial Planning & Operations

0121 4522902

More about David

David joined the group in 2017 and has been a financial advisor for more than 25 year. Prior to joining Charles Stanley he was Senior Director with EFG Independent Advisers, a division of EFG Private Bank. for more than 12 years. David specialises in providing holistic financial advice on Inheritance Tax Planning, general investment and retirement planning and he also advises a number of Senior company executives in relation to Business continuity strategies. David heads up Fitzrovia Financial Planning which is a joint venture between Goodman Jones LLP Chartered Accountants and Charles Stanley.

Birmingham Office

Where to find us

Contact the Birmingham Office

55 Calthorpe Road
B15 1TH
United Kingdom

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0121 452 2900

[email protected]

Latest branch news

All branch news

: 21/12/2016

The impact of the US interest rate rises

Paul Abberley, Charles Stanley CEO comments on the recent Federal Reserve US interest rate rise.

: 17/05/2016

Charles Stanley Birmingham’s Prithpal Saimbi elected President of the Birmingham Insurance Institute

Charles Stanley is pleased to announce Senior Private Client Paraplanner Prithpal Saimbi has been successfully elected President of the Birmingham Insurance Institute.

: 24/03/2016

Success for Charles Stanley Birmingham in the Sydney Mitchell Charity Quiz!

Charles Stanley Birmingham win the Sydney Mitchell Charity Quiz and help raise over £2000 for Local Charities