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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 Eastbourne team.

About our Eastbourne team

Established in 2002, the team have been at the heart of the investment management community in the area, with over 130 years of combined experience. The team are always keen to support a wide variety of local charities, organisations and events.

Supporting a wide range of clients, from individuals, charities, companies, pensions and trusts; the team specialise in providing bespoke investment management services, covering a wide range of skills and expertise.

Get in touch with the team today

01323 437 440


[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.

Where to find us

Contact the

Our team

James Smith

Branch Manager/Chartered FCSI

0132 343 7440

More about James

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He started his investment career with Brewin Dolphin, where he spent 11 years. In June 2011 James joined Charles Stanley’s Eastbourne Office as an Investment Manager, managing portfolios for private clients, trusts and charities. In February 2013 James was appointed Branch Manager of the Eastbourne Office. James is married to Daniela and his interests include all forms of sport but, in particular, golf and football, as well as films, music and D.I.Y.

Gordon Martin

Senior Investment Manager

0132 343 7440

More about Gordon

Gordon Martin Chartered FCSI entered stockbroking in the early 80's as a valuations clerk for Le Mare Martin & Co. He was promoted to a Blue Button (trainee dealer) on the London Stock Exchange floor before advancing to a Dealer, transacting the business of the firm. He then joined Townsley & Co before moving to the Hove office of Durlacher in April 1993, where he managed portfolios for private clients, trusts and charities. He joined Charles Stanley in June 2002.  Gordon is a Chartered Fellow of the Securities Institute and a Chartered Wealth Manager.

Janet Hall

Senior Investment Manager/Chartered FCSI

0132 343 7440

More about Janet

Janet began her career in the late 1970’s after joining a firm of stockbrokers in Bexhill-on-Sea. She moved to Brewin Dolphin in 2003, where she became a Divisional Director, and joined Charles Stanley’s Eastbourne office in February 2011. Janet’s great passions are classic cars, antique jewellery and music. Janet is a Chartered Fellow of the Securities Institute.

Julie Goodman

Executive Director of Financial Planning

0207 149 6405

More about Julie

Julie joined Charles Stanley as an Executive Director and Strategy Board member in 2017. Prior to joining Charles Stanley, Julie spent 25 years at Coutts & Co as a Financial Planner, advising high net worth clients specialising in Inheritance Tax/Tax Structuring, Pensions and Investment Planning. Julie is a Chartered Financial Planner who prides herself on providing high quality advice to clients and demystifying the complexities that can often occur. Outside of work, Julie enjoys spending time with her family and watching plenty of sport, supporting her two sons.

Adam Smith

Investment Manager/Chartered FCSI

0132 343 7440

More about Adam

Adam began his investment management career with Brewin Dolphin in 2004 after graduating with a degree in Accounting with Business Management. He moved to Charles Stanley in 2011. Adam is married to Alexandra and they have a young son. His interests outside of work include football and golf and he proudly admits to being a supporter of Arsenal Football Club.

Della Phillips

Office Manager

0132 343 7440

More about Della

After completing her Private Secretary’s Certificate at West Kent College in Kent, Della began her career in London before returning to Sussex to join a paper merchant’s in Lewes, where she worked as PA to the Managing Director for 20 years. Della joined the Charles Stanley Eastbourne Office in July 2012 as Branch Secretary. Outside of work, Della enjoys reading, dog walking and spending time with family and friends.

James Sweeney

Investment Managers’ Assistant

0132 343 7440

More about James

Having graduated with a degree in politics, James went on to work for an independent financial adviser before joining Charles Stanley in 2010. Outside of work, James is a keen sportsman, particularly enjoying squash, tennis and golf, although due to his three children, opportunities to play are increasingly few and far between.

Megan Perkins

Investment Managers' Assistant

0132 343 7440

More about Megan

Megan joined Charles Stanley in January 2016 as an Apprentice Administrator. She has completed her Level 2 and 3 Diploma in Business Administration exams and has now been appointed to the role of Investment Managers’ Assistant. She is continuing to further her studies. Outside of work, Megan enjoys travelling and spending time with friends and family.

Matthew Keen

Intermediary Sales Manager – South-East

0758 1415 504