Above page content

    Site map  Cookie policy

Cardiff

Secure your financial future

WDX replacement - Branch form

£

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us

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 Cardiff team.

About our Cardiff team

Established in 2014, the team plays an active role in the financial services sector in Wales and the small team of highly experienced investment professionals are proud to serve their predominantly Welsh client base.

Offering a truly bespoke service to private clients, financial advisers, trustees of charities, solicitors, accountants and corporate clients. The team of four investment managers manage investment portfolios including ISAs, SIPPs and other pensions as well as offering a traditional investment management service.

Get in touch with the team today

029 21670330

 

[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.

Cardiff Office

Where to find us

Contact the Cardiff Office

7/8 Park Place
Cardiff
CF10 3DP
United Kingdom

View on Google Maps

029 21670330

[email protected]

Our team


Andrew Stansfield

Branch Manager

029 21670331

More about Andrew

Andy is a fellow of the Chartered Institute for Securities and Investment. After graduating from UCW Aberystwyth, in 1986, with an honours degree in Pure Maths he joined his father's small stockbroking partnership in Huddersfield - Robert Ramsden & Co. He began work in the back office until passing his dealing exams in 1987 before going on to complete his Securities Industry Diploma and, later on, the CII Advanced Financial Planning Certificate. Andy moved to the Cardiff office of Capel-Cure Myers in June 1995. He is an experienced manager of portfolios for private clients, trusts, pensions, corporates, charities and offshore bonds and is a Chartered Member of the CISI. He is married with three grown up children and enjoys reading, music and sports.


Gail de'Claire

Investment Manager

0292 167 0334

More about Gail

After leaving college with A Levels in Economics and Law and a business diploma Gail had the opportunity to join Eversheds Solicitors as a legal clerk. In 1992 she then joined Allied Provincial Securities as a secretary to the office head. Hungry to become a stockbroker, she completed the full Securities Industry Diploma and is now a Chartered Fellow Member of the Chartered Institute for Securities and Investment, and was a judge for the Cardiff Life Business awards. Gail has 28 years experience of working in the financial sector and has built up a portfolio of private clients, specialising in discretionary portfolio management including pensions, trusts, offshore bonds and corporates. Keen for clients to gain a better understanding of the industry, she constructed evening courses for the private client entitled - "A beginners guide to the stock market". Gail is also the proud treasurer for the charity 65 Degrees North. Gail has also featured in the Cardiff Life publication and is the nominated media commentator for the Cardiff office for Charles Stanley. She is married and a mum. A black belt in karate and enjoys cycling, swimming and walking her rescue dog with a keen passion to help her local dog shelter.


Gary Power

Investment Manager

0292 167 0332

More about Gary

Gary is a Politics graduate of Cardiff University and prior to co-launching the Cardiff Charles Stanley office, Gary was the Institutional Investment Specialist for Wales and the West within Barclays Wealth (formerly Gerrard) from 2007. He is a Chartered Member of the Securities Institute following completion of the full Securities Institute Diploma. Gary manages varying sizes of gross and tax exempt funds to specific mandates, risk profiles and income requirements, often within strict ethical screening criteria. He also manages bespoke discretionary portfolios on behalf of the professional services and IFA market in South Wales along with his colleagues in the office on very much a team based approach. Away from work Gary lives in Penarth and enjoys his passion for sport through coaching at Penarth RFC within the Mini & Junior section and it known to enjoy various endurance races including a number of mountain marathons and Ironman Triathlons.


Richard Disley

Investment Manager

0292 167 0333

More about Richard

Richard is an Investment Manager in the Cardiff office and looks after portfolios for private clients, pension funds, and Trusts. Richard graduated from Oxford University in 2002 and has been working in the financial services industry since 2003. He completed his Securities and Investment Diploma whilst working for Gerrard Investment Management Ltd and subsequently worked for Barclays Wealth before opening the Charles Stanley Cardiff Office with his colleagues. Richard is a member of the Chartered Institute of Securities and Investments (CISI) Wales Branch committee. He shares responsibility for organising local events for its members in Wales to discuss the latest developments in the financial services industry. Richard lives in Penarth with his wife and two young daughters and has a passion for most sports including golf, which he plays in his spare time, and sits on the governing board of his local nursery school.


Sarah James

Administrator

0292 167 0325

More about Sarah

After studying Business Studies, Sarah began work as a partner’s assistant in an old established Cardiff stockbroking firm in the 1980’s. As a result of takeovers, she worked for several stockbroking firms including latterly Gerrard Investment Management/Barclays Wealth. Sarah has been in the investment management industry for just under thirty years, and has developed a wealth of knowledge and understanding of the administration side of the business - in particular she spent many years concentrating on providing a probate service for both solicitors and private clients. Sarah joined the Cardiff office of Charles Stanley on 1st September 2014 to run the office administration and supports all the investment management and intermediary teams.