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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 advisors, 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 advisors 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]

Latest branch news

All branch news

: 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
Bournemouth
BH1 2BY
United Kingdom

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01202 317788

[email protected]

Our team


Gareth Pritchard FCSI

Chartered Wealth 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.


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.


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!


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.


Richard Warbey FCSI

Wealth Manager

01202 317788

More about Richard

Richard was elected to membership of the Stock Exchange in 1964. He joined Robson Cotterell in 1975, becoming a Director in 1988 and Managing Director in 2000. He successfully negotiated the acquisition by Charles Stanley in 2002 and joined the company as a Senior Investment Manager. Richard has many long-standing charity and private clients and sits as Trustee for a local charity.


Tracy Guthrie ACSI

Investment Advisor

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.


Daniel Schieber MCSI

Chartered Wealth Manager

01202 317788

More about Daniel

Dan looks after private individuals on a discretionary basis and is involved with the portfolio management of individuals, charities, trusts and corporate clients. Dan is a Chartered Wealth Manager, having completed the CISI Level 7 Chartered Wealth Manager qualification, and is a Chartered Member of the Chartered Institute for Securities & Investments. Dan graduated from the University of Exeter and has been working for Charles Stanley since 2012, prior to which he was a professional sailor. Outside the office Dan enjoys spending time on the water in Poole harbour sailing and windsurfing


Mark Duggan

Intermediary Sales Manager

07989 704 022

More about Mark

Mark began his financial services career in 2001, and is a qualified ‘non-practising’ Chartered Financial Planner. He has worked for a number of major UK life offices specialising in taxation and trust work, with a wealth of experience in regulation and business development. Mark joined Charles Stanley in 2013 to provide support and help develop Charles Stanley’s intermediary service.