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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 Birmingham team.

About our Birmingham team

Established in 2005, the Birmingham office is home to an excellent team of highly experienced financial services professionals with whom you will be able to quickly establish a trusting and dependable relationship. The team is 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.

Supporting a wide range of clients, the team provides traditional investment management and financial planning services to help you achieve your financial goals. The team pride themselves in being able to provide a truly bespoke, personal and friendly service and we establish long-term relationships with clients built on trust and professionalism. 

Get in touch with the team today

0121 452 2900


[email protected]

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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.

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]

Our private client team

Mark Merten-Jones

Branch Manager/Investment Manager

0121 452 2932

Lawrence Fagg

Senior 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. Always living 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. After serving five year’s County Treasurer to The County of Birmingham's Scout Association he is now an honorary Vice President and Treasurer to his local Scout Group. In his spare time Lawrence enjoys family life, membership of The National Trust, playing tennis badly at his local Tennis Club and retrieving his dog from picnic baskets!

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.

Arran Khangure

Portfolio Manager

0121 452 2979

More about Arran

Arran is a Portfolio Manager within Charles Stanley’s Private Client team. He is responsible for the day-to-day management of Discretionary investment portfolios held within the Birmingham office. Prior to joining Charles Stanley, he spent four years as an Investment Analyst at a boutique investment firm. Arran is a Chartered Wealth Manager, holds the Investment Management Certificate, and has a degree in Mathematics and Economics from the University of Exeter. He is also a Chartered Fellow of the Institute for Securities & Investment.

Gregory Snell

Investment Manager

0121 452 2940

More about Gregory

Gregory is an Investment Manager in the Birmingham office and builds portfolios for private clients and intermediary’s, taking into consideration the client’s individual circumstances to create truly bespoke portfolios. Gregory has over 5 years of experience in the financial services industry and is a Chartered member of the Chartered Institute of Securities and Investments, having completed the Level 7 Masters in Wealth Management. In his spare time, Gregory enjoys golf, football and running along the Birmingham canals.

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.

Marie Lawrence

Intermediary Sales Manager - Central

0186 532 0017

More about Marie

Marie has recently joined Charles Stanley from Prudential, where she spent the last 8 years as a business development manager. She has over 25 years’ experience in the industry, starting out as an adviser before moving into the intermediaries market. In that time she has worked with a number of high profile companies, including Scottish Amicable, Aegon and Zurich. Marie has 2 boys and enjoys arthouse cinema and music in her spare time.

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 fully qualified and experienced Financial Planner having provided holistic financial planning advice to high net worth personal and Corporate clients since 1991. He specialises in Lifestyle planning that also incorporates investment, retirement and IHT advice and joined Charles Stanley in 2014, based in the Birmingham office. Prior to this, Mark worked at Nat West for 34 years and since 1991 worked within their Financial Services group as a an IFA. ‘I am passionate about providing a high level of service and quality advice to my clients with the aim of building strong working relationships whilst working within a longstanding reputable business as Charles Stanley’ Mark is married and has 2 children and lives in Wolverhampton. In his spare time he plays Golf and is member of South Staffs, enjoys watching Wolves Fc having previously played for them at Youth level and is also a qualified FA Coach.

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 30 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

Business Development Director - Financial Planning

0121 234 6700

More about Tim

Tim Venner serves as the Business Development Director - 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 452 2902

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.

Gary Coe

Financial Planner

0758 301 3221

More about Gary

Gary has worked in financial services for 20 years at various banks and private wealth managers. He specialises in financial planning for both individuals and businesses. In his spare time, he enjoys spending time with his wife Kelly, and children Lilly and Stanley. He has always been a keen sportsman but with age has become more of a spectator, and enjoys watching football, rugby and golf.