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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 Adviser 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]

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Latest branch news

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: 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
United Kingdom

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01305 217411

[email protected]

Our team

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.

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.

Helena Oakes


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.