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Mid-England & Wales

Cambridge Branch

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The Charles Stanley Cambridge office, the first outside of London, was established in June 1981. We now have a team of six highly experienced Investment Managers and five members of support staff.

Specialising in discretionary and advisory bespoke portfolio management and selective probate services, we have a range of services for individuals, charities, universities, colleges and trusts. We provide investment advice and management across the full range of assets available – from direct equities and gilts to collectives and ETFs backed by our large research team based in London.  We work closely with our colleagues in our London office to offer Inheritance Tax portfolios and financial  planning via Cambridge. For those who prefer to choose their own investments we also offer an Execution-only service via our award-winning online provider Charles Stanley Direct.

We look forward to welcoming you to the Charles Stanley, Cambridge office.

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

01223 316 726

[email protected]

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Latest branch news

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Cambridge Office

Where to find us

Contact the Cambridge Office

Ravenscroft House
United Kingdom

View on Google Maps

01223 316 726

[email protected]

Our team

Caroline Craig-Hanson

Branch Manager

01223 310072

More about Caroline

Caroline Craig-Hanson is Branch Manager of our Cambridge office and has a long history within Charles Stanley. Caroline spent her gap year in France learning the language before attending the University of East Anglia. Caroline took English and American studies, and achieved a degree in economic history. She later spent several years in the marketing industry before moving to London, joining Charles Stanley as a trainee. Caroline has performed various roles within Charles Stanley before moving to Cambridge in 1987. Caroline is now married with three children and enjoys a busy life with passions for renovations, numerous children’s activities, drama, running and travelling. Relishing the opportunity to visit somewhere new, she has seen Ireland, Rome, Berlin and Marrakesh so far this year.

Alex James

Investment Manager

01223 310075

More about Alex

Alex is an Investment Manager and looks after portfolios for private individuals, trusts, companies and charities. Alex is a graduate of Loughborough University and has been working in the investment management industry since 2002. He joined Charles Stanley after 10 years as an Investment Manager at Barclays Wealth & Investment Management. He is a Chartered Member of the Chartered Institute for Securities & Investment. Alex is a very active individual, taking an interest in most sports. He is currently concentrating on long distance running, entering races from half to full Marathons and after very recently purchasing his first set of clubs, pretending he can play golf.

Kiran Chavda

Investment Manager

01223 310085

More about Kiran

Kiran is an Investment Manager with 30 years’ experience managing portfolios for private individuals, trusts, companies and charities. Kiran graduated from the City of Birmingham University in 1986 with a Business Studies Diploma and joined the International Stock Exchange, heading the first pilot share shop in the UK. In 1989 he joined Barclays and over the next 25 years performed various roles within Barclays Bank and Barclay’s Wealth. He has qualifications in Private Client Investment Advice and Management, is a member of the Chartered Institute for Securities & Investments Chartered MCSI and is a registered representative. Kiran is married with two children, a former coach and mentor of the institute of customer service. He enjoys playing golf, cycling, cricket and travel and being actively involved in charitable work.

Nick Richardson

Investment Manager

01223 310073

More about Nick

Nick joined the Charles Stanley team in Cambridge in 2013, assisting with the management of client portfolios and advising on investments. He brings a fresh perspective to the team, contributing new investment ideas and strategies to suit individual client needs. He is a Chartered Member if the Chartered Institute for Securities and Investment. After graduating from the University of Manchester in 2007, with a degree in Mathematics, Nick joined one of the leading discount brokerages in the UK and spent 4 years trading for clients in UK and international equities, fixed interest securities and collectives. He then moved to a bespoke wealth manager in Manchester where he obtained his professional qualifications before moving to Charles Stanley. Nick was recently highlighted by City Wire WM as one of the top 30 under 30 wealth managers in 2015. In his spare time Nick likes to keep active and has a passion for rowing and competes in local and national competitions with his club. He also enjoys following Formula 1, Leyton Orient FC (his local team while growing up) and Rugby Union. From time to time he can also be found on the golf course with friends.

Anna Simmonds

Investment Manager

01223 310 086

More about Anna

After completing a Master's Degree in Finance and Banking at the Warsaw School of Economics, Anna moved to the UK in 2001 and joined Charles Stanley as an Investment Managers' Assistant in 2004. She became a fully qualified investment manager in 2007 and reached a senior position in the branch a year later. Anna also holds the distinction of having achieved the highest overall result for passing the Chartered Institute of Securities and Investment Diploma (across the whole industry). She is a Chartered Fellow of the Institute and she manages investments in Discretionary and Advisory Portfolios and ISAs for Private Clients, Trusts, Charities and SIPPs. Anna is a committee member for Bedford Professionals, a networking group of dynamic professionals across all industries. Anna lives in Bedford with her husband and young son and in her spare time she enjoys walking, mountain trekking and reading

Keith Arnold

Intermediary Sales Manager - East Anglia

07415 427 232

More about Keith

Keith joined the Charles Stanley Intermediary Sales team in January 2013. Prior to that Keith worked at Aviva for 26 years as a Business Development Manager covering predominately Essex as well as some accounts in London. His role at Aviva was widespread, dealing in all areas of pensions and investments as well as shaping IFA businesses and providing technical support. Keith is DipPFS qualified, holding amongst others, the G60 Pensions and G20 Investment examinations. Keith's role within Charles Stanley is to focus on the development of Financial Adviser business across East Anglia working closely with the local Investment Managers. Outside of work Keith is married to Michelle with two young children Mark and Katie. Keith enjoys all sports especially golf, rugby, skiing and plays hockey for Southend Hockey club.

Peter Truswell


01223 310 088

More about Peter

Peter is a member of the Chartered Institute for Securities and Investments and is qualified as a Chartered Wealth manager. He joined the local stock broking firm R N McKean & Co in June 1987, joining father Vic and older brother Michael, which then became part of Charles Stanley in 1997. On leaving school Peter initially worked at Barclays Bank before enjoying a prolonged period at HMRC. Peter looks after private clients, Trusts, SIPP’s, Isa’s and charities on an advisory & discretionary basis. Peter lives in a village on the outskirts of Bedford with his wife and two daughters and enjoys playing golf as a member of Bedford & County Golf Club and is a keen supporter of Bedford Blues rugby club.

Ross Jeffries

Brokers Assistant

01223 310076

More about Ross

Ross joined Charles Stanley in June after working within retail banking in both the United Kingdom and Australia. Ross’s primary function within Charles Stanley is to provide administrative support to the broker team and assist in the smooth operation of the office. He is our first point of contact for Execution Only and Gold card clients, performing transactions at their instruction. Ross brings to the team a variety of experience in the IT, finance and customer service industries and holds a Bachelor of Commerce majoring in Finance. He is also our Fire Warden and First Aid Officer. Ross is an Australian citizen and a keen follower of the Formula 1 and Moto GP. In his spare time he enjoys exercising at his local gym and being a musician at heart, enjoys playing guitar with friends and going to see his favourite bands.

Emily Horwood

Brokers Assistant

0122 331 0084