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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

0122 331 0072

More about Caroline

Caroline joined as a trainee in London before attending University and then worked in industry before re-joining Charles Stanley in 1987 when our branch network was developing. She moved firstly to our Ipswich office and then on to our Cambridge Branch in 1989. Over many years Caroline has advised and managed portfolios for a range of private clients, trusts and charities. She became Branch manager in 2011 and is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Alex James

Investment Manager

0122 331 0075

More about Alex

Alex joined Charles Stanley in 2014 and manages investment portfolios for private individuals, trusts, companies and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Alex is a graduate of Loughborough University and has been working in the investment management industry since 2002. For 10 years prior to joining Charles Stanley, Alex held investment management and private banking roles in the wealth management division of a global banking organisation. In his spare time Alex is a keen runner, regularly completing long distance races, up to and including marathons.

Kiran Chavda

Investment Manager

0122 331 0085

More about Kiran

Kiran started his career with the International Stock Exchange in 1986 and ran the first pilot share shop. He went on to join Barclays where he stayed for 25 years. Kiran joined Charles Stanley in April 2014. Kiran has 34 years’ experience managing relationships and portfolios for private individuals, trusts, companies, charities and SIPPs. He is a Chartered Fellow of the Chartered Institute for Securities & Investment

Nick Richardson

Investment Manager

0122 331 0073

More about Nick

A graduate of the University of Manchester, Nick graduated with a degree in Mathematics in 2007. He has worked for a number of stockbrokers and wealth managers before relocating to Cambridge in 2013 to join the Charles Stanley team where he manages investment portfolios for a range of private clients, trusts & charities. He enjoys meeting with clients and building long term relationships with them and their families as a trusted advisor. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and volunteers on their exam panel. Outside of work, Nick is a passionate rower and volunteers time as a coach for the Cambridge 99 Rowing Club, when he is not rowing himself. Nick also enjoys travelling, trying new cuisines and cooking for friends and family.

Anna Simmonds

Investment Manager

01223 310 086

More about Anna

Anna holds a master's degree in Finance and Banking from the Warsaw School of Economics. She joined Charles Stanley in 2004 where she creates bespoke discretionary portfolios for private individuals, trusts, pensions and charities. She is a Chartered Fellow of the Institute for Securities & Investment, passing the CISI Diploma with the highest score of the year across the entire industry. Outside of work, Anna enjoys planning her traveling adventures which allows her to explore different cultures and places with her husband and young son.

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

Investment Manager

0122 331 0088

More about Peter

On leaving school Peter initially worked at Barclays Bank before enjoying a prolonged period at HMRC. He joined his father Vic and older brother Michael at the local stock broking firm R N McKean & Co in June 1987, which then became part of Charles Stanley in 1997. He is a Chartered Fellow of the Chartered Institute for Securities & Investments. 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

Office & Portfolio Manager

0122 331 0076

More about Ross

Ross joined Charles Stanley in June 2013 after previous roles in retail banking and IT. Ross’s primary function within Charles Stanley is to manage our administration team, providing support to all staff and assisting with the smooth operation of the office. He will review portfolios on behalf of our investment team and is our first point of contact for Execution Only and Gold card clients, performing transactions at their instruction. Ross holds a Bachelor of Commerce majoring in Finance and an Investment Advice Diploma, continuing his studies in Wealth Management. He is an Associate of the Chartered Institute for Securities & Investments and our First Aid Officer.

Emily Horwood

Investment Managers Assistant

0122 331 0084

More about Emily

Emily joined Charles Stanley in November 2015 after graduating from college. She has acquired the CISI Level 3 award for Introduction to Investments and is continuing her studies towards her CISI Investment Advice Diploma. Emily supports our Investment Management team and assists with execution only trading and accounts for deceased estates, solicitors and execution only clients. Emily enjoys playing the piano, spending time in the garden and keeping active.