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South West

Bournemouth Office

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The Charles Stanley Bournemouth office was established in 1992 and has grown both organically and by acquisition. We have several experienced teams of talented investment managers providing professional portfolio management and advice assisted by skilled and conscientious support staff all focused on providing a truly bespoke service to our clients, financial advisers, charities and intermediaries.

We provide a comprehensive service to our clients, undertaking transactions in direct equities, Gilts, fixed interest bonds, exchange-traded funds, unit trusts and a wide range of other financial securities. We receive both in-house and external research allowing us to act for our clients with full autonomy when considering suitable investments, tailoring clients’ portfolios to their individual requirements.

Alongside traditional investment accounts, we manage other investment portfolios including ISAs, SIPPs and SSASs. We also work closely with many local independent financial advisers and financial planners, as well as solicitors and accountants.

We would always welcome the opportunity to discuss your investment requirements with you and ask that you please contact us if we may be of service to you.

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

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

01202 317788

[email protected]

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Bournemouth image 6
: 25/09/2013

Bournemouth Office - 20th Anniversary

Somerley House was the perfect setting for the Bournemouth 20th Anniversary celebrations that welcomed over 175 clients, friends and guests of the office...

Bournemouth Office

Where to find us

Contact the Bournemouth Office

2 Westover Road
United Kingdom

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01202 317788

[email protected]

Our team

Gareth Pritchard FCSI

Chartered Wealth Manager/Branch Manager

01202 317788

More about Gareth

Gareth began his stockbroking career in 1991, joining a local Bournemouth firm working directly for the Managing Director, and passing his Registered Representatives exam at this time. In 1996 Gareth moved to London and joined a City firm of stockbrokers as an investment manager, managing discretionary and advisory portfolios for private clients, Trusts and charities. With passes of the Compliance & Regulation and the Private Client Investment Advice & Management examinations Gareth become a Member of the Securities Institute. The start of a new family saw Gareth moved back down to Dorset joining Charles Stanley's Bournemouth office in 2007 where he continues to provide the whole suite of private client stockbroking services. Gareth is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI)

Jason Winslow FCSI

Chartered Wealth Manager

01202 317788

More about Jason

Jason is a Senior Investment Manager and a Fellow of the Chartered Institute for Securities and Investment. He has worked at Charles Stanley for 19 years and was one of the group of brokers that set up the Bournemouth office of Charles Stanley in 1992. Jason has more than 25 years of broking experience and is currently Chairman of a local Charity, a position he has held for a number of years.

Ian Brown

Chartered Wealth Manager

01305 217401

More about Ian

Ian has been the Branch Manager of the Dorchester office for 13 years. He is an Investment Manager and has looked after portfolios for private clients, trustees, pension funds and charities for almost 30 years. Ian began his career in stock broking with Richardson Chubb Love Rogers in 1987 when he returned to his home town of Dorchester after graduating from University with a Honours degree in Natural Sciences. After gaining the Securities Institute Diploma, he was elected to Membership of the London Stock Exchange and is now Chartered Fellow of the Chartered Institute of Securities & Investments. Ian opened the Dorchester office in 1992 for Robson Cotterell Ltd and joined Charles Stanley when Robson Cotterell was acquired by them in 2002. Under Ian’s leadership the Dorchester branch has grown with brokers Kate Spurling joining Ian in 2003 and Sam Houston and Henry Staveley-Hill (now retired) transferring from the Bournemouth office in 2005 and most recently Abby Johnston and Shelley James in 2014. Ian is supported by Jeremey Messenger who assists Ian with portfolio management and Clare Tonge who assist with client administration. Outside the office, Ian is a Chair of Governors and is involved with a number of local charities and acts as a trustee for local bodies and a number of his long standing clients. Home is a village just outside Dorchester, with his wife and three children. Ian leads his local Scout Troop. He also enjoys skiing and sailing.

Laura Ballantyne MCSI

Chartered Wealth Manager

01202 317788

More about Laura

Laura started her career in 1989, working for Robson Cotterell, a large provincial stockbroking firm. She was the company's first female Registered Representative and went on to gain chartered membership of the Securities Institute. She joined Charles Stanley as a Senior Investment Advisor when the firm was acquired in 2002 and looks after a wide range of charity and private clients.

Matthew Roffey FCSI

Chartered Wealth Manager

01202 317788

More about Matthew

After graduating from University with a degree in Applied Economics, Matthew spent several years gaining experience in a number of companies within the financial services industry before joining the Reading office of Charles Stanley in 2001 to begin his career in investment management. A move to the Bournemouth office in 2004 has seen Matthew further his career in this field, providing services to private clients, including ISAs and SIPPs, Trusts and Charities. Matthew is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI) and a CISI diploma holder.

Simon Jacobs

Chartered Wealth Manager

01305 217416

More about Simon

Simon began his stockbroking career in 1987 with Richardson Chubb Love Rogers and qualified as the youngest Member of the London Stock Exchange in 1989. Simon is now a Chartered Fellow of The Chartered Institute of Securities and Investments and was one of the founding Presidents for the South Coast region. He established his own successful stockbroking firm in 2000 and joined Charles Stanley in 2012. Simon is responsible for managing portfolios for a wide range of private clients both in the UK and overseas as well as charities, trusts and pension funds. Outside the office Simon is kept busy by his two young sons who ensure that he rarely has a quiet moment!

Abby Johnson

Chartered Wealth Manager

01305 217402

More about Abby

Abby began her investment management career in 1999 with Capel Cure Sharp, in Dorchester, which subsequently became Gerrard Investment Management and now forms part of the Barclays Wealth and Investment Management business, in Bournemouth. In April 2014, Abby joined the Dorchester office of Charles Stanley. Abby specialises in portfolios for private clients, as well as trusts and SIPPs. Abby completed the Securities Institute Diploma in 2002 and is a Chartered Fellow of the Chartered Institute of Securities and Investments and is also a member of the local South Coast branch committee. Away from work, Abby enjoys spending time with her family and friends, in and around her home town of Dorchester. Having spent the last few years renovating their home, Abby and her family enjoy holidays and weekends away. When time allows, Abby likes to keep fit, read and bake.

Mark Dobson FCSI

Chartered Wealth Manager

01202 317788

More about Mark

After graduating from University with a degree in Business Studies, Mark started his career in the Investment Management Department of C Hoare & Co Private Bank before moving to the Bournemouth Office of Charles Stanley in 2004. He now specialises in managing discretionary and advisory portfolios for a wide range of clients. When not working, Mark is a keen Golfer and Sailor and competed in the Highland Adventure Race in September 2011.

Matthew Pond FCSI

Chartered Wealth Manager

01202 317788

More about Matthew

Matthew began his stockbroking career in 1999 having graduated from University with a degree in Business & Finance. With more than 12 years at the Bournemouth Office of Charles Stanley, he has extensive experience managing discretionary and advisory portfolios for a wide range of private clients and charitable trusts. Matthew is a Member of the Chartered Institute for Securities and Investment (CISI) having passed all relevant qualifications. He lives with his young family in Poole and when not at work, enjoys a diverse range of hobbies from skydiving to golf. However in more recent months he is far more likely to be found out in the fields trying to train his rather head strong pointer puppy!

Helen Milner

Chartered Wealth Manager

01305 217414

More about Helen

Helen manages a range of portfolios for mainly Private Clients and Trusts. She is a Chartered Fellow of the Chartered Institute for Securities and Investments and has completed the STEP Certificate for Financial Services (Trusts and Estate Planning). Away from the office Helen enjoys spending time with her family in Somerset.

Kate Spurling

Chartered Wealth Manager

01305 217404

More about Kate

Kate is an investment manager and is also the Office Manager of the Dorchester office. Kate mainly looks after portfolios for private clients and charities and also does probate and trust related work for solicitors. Kate graduated from Bournemouth University in 1994 with a BA (Hons) Financial Services. A year of the degree course had been spent on placement with Robson Cotterell stockbrokers and during that time Kate learnt about all aspects of stockbroking and also undertook the necessary exams to start as a qualified broker with Robson Cotterell's Bournemouth office as soon as she graduated in June 1994. Kate then took the necessary exams to gain the full Securities Institute Diploma and is now a Chartered Wealth Manager. Kate has also passed the STEP (Society for Trust & Estate Practitioners) Certificate for Financial Services which covers Trusts and Estate Planning and is an affiliate member of STEP. Kate lives in Swanage, where she was born and has always lived and is very much part of the community there. In her spare time she enjoys spending time with her family (including 7 small nieces and nephews) who all live locally and enjoying all that living by the seaside offers all year round. Kate attends weekly badminton and yoga sessions and is a Rainbow Guider. She enjoys running and is an active (albeit slow) member of Purbeck Runners and is on the committee that organises the annual Purbeck 10k (which is sponsored by Charles Stanley) and Studland 5k. She is also a trustee of the Friends of Swanage Hospital.

Jeremy Messenger

Chartered Wealth Manager

01305 217415

More about Jeremy

Having graduated from Loughborough University with an Honours degree in Banking, Finance and Management, Jeremy joined Charles Stanley in 2012 to assist Ian Brown with the management of his clients’ portfolios. Jeremy holds the Level 7 Chartered Wealth Manager Qualification and is a Chartered Member of the Chartered Institute for Securities and Investments, which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Away from the office Jeremy enjoys travelling and running or cycling on the country roads around Dorset.

Tracy Guthrie ACSI

Investment Adviser

01202 317788

More about Tracy

Having joined Charles Stanley in 1998 as a secretary, Tracy’s interest in the Stockmarket led to her furthering her career and passing the Registered Representatives exam in 2006. Tracy completed her Investment Advice Diploma in 2013. Tracy lives in central Bournemouth with her family and enjoys running and tap dancing in her spare time.

Felix Apalisok ACSI

Trainee Investment Adviser

01202 317788

Emily Scholes

Investment Manager's Assistant

01202 317788

Sarah Awbery

Investment Manager’s Assistant

01202 317788

Martina Holosi

Office Manager

01202 317788

Matt King


01305 217407

More about Matt

Matt started work at Charles Stanley in November 2013 and assists Kate Spurling. He previously held administrative roles within the Dorset Volunteer Centre and at the Dorset County Council. Matt is a resident of Dorchester and lives with his family. He enjoys watching football, socialising with friends and going on holiday.”