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South West

Dorchester Office

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The Charles Stanley Dorchester office is proud to look after private clients, financial advisers, trusts, charities, solicitors, accountants and corporate clients. We offer a traditional investment management service as well as managing investment portfolios including ISAs, SIPPs and other pensions.

Our team is made up of eight Chartered Wealth Managers, an Investment Advisor and support staff, all working to deliver a personal and tailored service to our clients.

If you have any questions about our service or if you would like help with opening an account, then please do get in touch with us.

We look forward to welcoming you to the Charles Stanley Dorchester office.


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

01305 217411

[email protected]

Latest branch news

All branch news

: 15/05/2014

Welcome to Abby Johnson

The Dorchester Office welcomes Abby Johnson to the team who joins as Senior Investment Manager from Barclays Wealth in Bournemouth...

Dorchester Office

Where to find us

Contact the Dorchester Office

Mey House Bridport Road, Poundbury
Dorchester
DT1 3QY
United Kingdom

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01305 217411

[email protected]

Our team


Ian Brown

Chartered Wealth Manager/Branch Manager

01305 217401

More about Ian

Ian has been the Branch Manager of the Dorchester office for 13 years. He is an Investment Manager and has looked after portfolios for private clients, trustees, pension funds and charities for almost 30 years. Ian began his career in stock broking with Richardson Chubb Love Rogers in 1987 when he returned to his home town of Dorchester after graduating from University with a Honours degree in Natural Sciences. After gaining the Securities Institute Diploma, he was elected to Membership of the London Stock Exchange and is now Chartered Fellow of the Chartered Institute of Securities & Investments. Ian opened the Dorchester office in 1992 for Robson Cotterell Ltd and joined Charles Stanley when Robson Cotterell was acquired by them in 2002. Under Ian’s leadership the Dorchester branch has grown with brokers Kate Spurling joining Ian in 2003 and Sam Houston and Henry Staveley-Hill (now retired) transferring from the Bournemouth office in 2005 and most recently Abby Johnston and Shelley James in 2014. Ian is supported by Jeremey Messenger who assists Ian with portfolio management and Clare Tonge who assist with client administration. Outside the office, Ian is a Chair of Governors and is involved with a number of local charities and acts as a trustee for local bodies and a number of his long standing clients. Home is a village just outside Dorchester, with his wife and three children. Ian leads his local Scout Troop. He also enjoys skiing and sailing.


Sam Houston

Chartered Wealth Manager

01305 217403

More about Sam

Sam began his stockbroking career in the City in 1986 as a member of the London office of the long standing Manchester firm Henry Cooke, Lumsden. In 1995 he moved, as part of a team of three brokers, to Charles Stanley’s City offices where he worked for several years before accepting an opportunity to relocate to Dorset working firstly at the Charles Stanley Bournemouth Branch and then, following the acquisition of local broker Robson Cottrell in 2004, at the newly added Dorchester Branch. Sam is a Chartered Fellow of the Chartered Institute of Securities and Investment and principally looks after discretionary and other managed investment portfolios; his clients include private individuals, trusts, pension funds, charities and investment companies. Sam is assisted by Marie Alford and their secretary and administrator Helena Oakes. Outside the office and when time permits, Sam can occasionally be found on the banks of Dorset and Hampshire’s chalk streams or alongside some of Sutherland’s various rivers.


Simon Jacobs

Chartered Wealth Manager

01305 217416

More about Simon

Simon began his stockbroking career in 1987 with Richardson Chubb Love Rogers and qualified as the youngest Member of the London Stock Exchange in 1989. Simon is now a Chartered Fellow of The Chartered Institute of Securities and Investments and was one of the founding Presidents for the South Coast region. He established his own successful stockbroking firm in 2000 and joined Charles Stanley in 2012. Simon is responsible for managing portfolios for a wide range of private clients both in the UK and overseas as well as charities, trusts and pension funds. Outside the office Simon is kept busy by his two young sons who ensure that he rarely has a quiet moment!


Abby Johnson

Chartered Wealth Manager

01305 217402

More about Abby

Abby began her investment management career in 1999 with Capel Cure Sharp, in Dorchester, which subsequently became Gerrard Investment Management and now forms part of the Barclays Wealth and Investment Management business, in Bournemouth. In April 2014, Abby joined the Dorchester office of Charles Stanley. Abby specialises in portfolios for private clients, as well as trusts and SIPPs. Abby completed the Securities Institute Diploma in 2002 and is a Chartered Fellow of the Chartered Institute of Securities and Investments and is also a member of the local South Coast branch committee. Away from work, Abby enjoys spending time with her family and friends, in and around her home town of Dorchester. Having spent the last few years renovating their home, Abby and her family enjoy holidays and weekends away. When time allows, Abby likes to keep fit, read and bake.


Helen Milner

Chartered Wealth Manager

01305 217414

More about Helen

Helen manages a range of portfolios for mainly Private Clients and Trusts. She is a Chartered Fellow of the Chartered Institute for Securities and Investments and has completed the STEP Certificate for Financial Services (Trusts and Estate Planning). Away from the office Helen enjoys spending time with her family in Somerset.


Kate Spurling

Chartered Wealth Manager

01305 217404

More about Kate

Kate is an investment manager and is also the Office Manager of the Dorchester office. Kate mainly looks after portfolios for private clients and charities and also does probate and trust related work for solicitors. Kate graduated from Bournemouth University in 1994 with a BA (Hons) Financial Services. A year of the degree course had been spent on placement with Robson Cotterell stockbrokers and during that time Kate learnt about all aspects of stockbroking and also undertook the necessary exams to start as a qualified broker with Robson Cotterell's Bournemouth office as soon as she graduated in June 1994. Kate then took the necessary exams to gain the full Securities Institute Diploma and is now a Chartered Wealth Manager. Kate has also passed the STEP (Society for Trust & Estate Practitioners) Certificate for Financial Services which covers Trusts and Estate Planning and is an affiliate member of STEP. Kate lives in Swanage, where she was born and has always lived and is very much part of the community there. In her spare time she enjoys spending time with her family (including 7 small nieces and nephews) who all live locally and enjoying all that living by the seaside offers all year round. Kate attends weekly badminton and yoga sessions and is a Rainbow Guider. She enjoys running and is an active (albeit slow) member of Purbeck Runners and is on the committee that organises the annual Purbeck 10k (which is sponsored by Charles Stanley) and Studland 5k. She is also a trustee of the Friends of Swanage Hospital.


Marie Alford

Chartered Wealth Manager

01305 217405

More about Marie

Marie began her stockbroking career with Gerrard Investment Management in 2002 where she was a member of the portfolio management team. She continued in that role following the acquisition of Gerrard's by Barclays Wealth in 2003. In 2008 Marie joined Charles Stanley's Dorchester branch and subsequently completed the Securities Institute Diploma; she is a Chartered Member of the Chartered Institute of Securities and Investment. Marie’s principal responsibilities include assisting Sam Houston in the management and administration of discretionary and other managed investment portfolios. Outside the office Marie enjoys the theatre, needlework and candle making.


Clare Tonge

Brokers' Assistant

01305 217408

More about Clare

Clare started her working life in the Banking and Insurance sectors and joined the Dorchester branch of Robson Cotterell as a Personal Assistant to Ian Brown in October 2001. When the company changed to Charles Stanley in 2002 Clare began assisting Kate Spurling in addition to Ian Brown and went on to obtain the Certificate in Securities in 2003. Outside of work, Clare enjoys dance, travel and cooking, but most of all spending time with her friends and family.


Helena Oakes

Secretary

01305 217406

More about Helena

Helena's career began in the West End of London at a leading UK firm of Solicitors with whom she worked for twenty years. Looking for a change of direction, she and her family left London for Dorset where she subsequently joined Charles Stanley's Dorchester office as a part time secretary in 2007. She now provides secretarial and administrative support to Sam Houston and Marie Alford. Helena enjoys family life and when time permits likes to socialise, cook, attend Pilates classes and walk on the beach.


Jeremy Messenger

Investment Advisor

01305 217415

More about Jeremy

Having graduated from Loughborough University with an Honours degree in Banking, Finance and Management, Jeremy joined Charles Stanley in 2012 to assist Ian Brown with the management of his clients’ portfolios. Jeremy holds the Level 7 Chartered Wealth Manager Qualification and is a Chartered Member of the Chartered Institute for Securities and Investments, which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Away from the office Jeremy enjoys travelling and running or cycling on the country roads around Dorset.


Matt King

Administrator

01305 217407

More about Matt

Matt started work at Charles Stanley in November 2013 and assists Kate Spurling. He previously held administrative roles within the Dorset Volunteer Centre and at the Dorset County Council. Matt is a resident of Dorchester and lives with his family. He enjoys watching football, socialising with friends and going on holiday.”