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Cambridge

Secure your financial future

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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 Cambridge team.

About our Cambridge team

Established in 1981, the team created the first branch office outside of London. Today they are a team of four highly experienced Investment Managers along with two Portfolio Managers and two members of support staff.

Supporting a wide range of clients, from individuals, charities, universities, colleges and trusts; the team specialise in bespoke discretionary and advisory investment management, along with selective probate services. Working with colleagues from around the business to offer our complimentary services, including Financial Planning and Inheritance Tax Portfolio Service.

Get in touch with the team today

01223 316 726

 

[email protected]

 

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.

Cambridge Office

Where to find us

Contact the Cambridge Office

Ravenscroft House
Cambridge
CB2 1AB
United Kingdom

View on Google Maps

01223 316 726

[email protected]

Our team


Alex James

Investment Manager

01223 310 075

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

01223 310 085

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

01223 310 073

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.


Ross Jeffries

Office & Portfolio Manager

01223 310 076

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

01223 310 084

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.


James Wynn

Investment Managers Assistant

01223 310 079

More about James

James joined Charles Stanley in November 2016 after graduating from College. James provides support to our Investment Managers and is an integral part of our administration team. He is currently studying towards a degree in Business Management and Economics via The Open University. James is passionate about weight training and boxing and enjoys watching American Football.


Benjamin Benson

Portfolio Manager

01223 310 071

More about Benjamin

Benjamin is a Portfolio Manager in the Charles Stanley Cambridge branch. In this role, he applies investment analysis and research to portfolio construction for clients. He joined in August 2020 having worked at a regional model portfolio solution provider for 5 years, and before that at Hargreaves Lansdown. He is currently a CFA Level II candidate.


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.