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Exeter

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 Exeter team.

About our Exeter team

Established in 2007, with over 20 years in the area the team have continued to go from strength to strength and we are always delighted to see clients or prospective clients in our central location in Southernhay West. The Exeter office is home to an enthusiastic team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike.

Supporting a wide range of clients, including individuals, trusts and charities, advising on managing, buying and selling stocks, shares, unit trusts and a wide range of other financial instruments. Further, the team provide extensive services in administering clients' investments and cash, managing ISAs and SIPPs and many ancillary activities. The team also work in partnership with many financial advisers and their clients in the region as well as solicitors and accountancy firms.

Get in touch with the team today

01392 453600

 

[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.

Exeter Office

Where to find us

Contact the Exeter Office

Broadwalk House
Exeter
EX1 1TS
United Kingdom

View on Google Maps

01392 453600

[email protected]

Our team


Philip Greenman

Senior Branch Director/Investment Manager

0139 245 3600

More about Philip

Philip is an Investment Manager and the Senior Branch Director of the Exeter Office. Philip has specialised in private client financial management for the whole of his career after becoming interested in the stock market as a child. After starting his career at a small independent firm of stockbrokers in Bournemouth, Philip has now worked in the industry since 1998. He has been working in Exeter since April 2002. He manages a wide range of portfolios, working closely with other advisors to enable a strong partnership for holistic advice. Philip was born in Exeter and now lives in a village on the outskirts of the city with his wife and young family. In his spare time he enjoys playing squash and golf.


Charlotte Lambeth

Branch Director/Senior Investment Manager

0139 245 3600

More about Charlotte

Charlotte is a Branch Director, looking after private individuals, trusts and corporate clients. Charlotte began work in the financial industry in 1997, originally as an independent financial adviser before becoming an investment manager looking after the management of institutional life, pension and hedge funds, before specialising in private clients. She is a Chartered Fellow of the Chartered Institute of Securities & Investment, and a Chartered Wealth Manager. She holds the Financial Planning Certificate, Investment Management Certificate and Securities Institute Diploma. Charlotte is a Trustee for the St Petrocks & Heavitree Parish Lands Charity which offers almshouse accommodation in Exeter, and is also a keen supporter of the local mountain rescue team. She lives just north of Dartmoor with her husband and son, and enjoys the benefits of living in this beautiful area through walking and photography


Chris Harris-Deans

Senior Investment Manager and Director of Regional Development

0139 245 3600

More about Chris

Chris is Director of PCIM Development & a member of the Company's Management Committee. He is an Investment Manager & looks after portfolios for private clients, pension funds and charities. Chris is a graduate of Exeter University and has been working as an Investment Manager since 1996. Chris is a former Board Director of the Chartered Institute of Securities & Investments, the professional body for stockbrokers/Investment Managers and previously chaired their Membership Committee as well as sitting on the Disciplinary Panel. Chris lives on the edge of Exeter with his wife & two children. In his spare time he enjoys playing and watching most sports.


Paul Cann

Senior Branch Director/Investment Manager

0139 245 3600

More about Paul

Paul is a Branch Director of the Exeter Office and manages portfolios predominantly for private clients, trusts and pensions. He is an economist by training, holding a degree in economics from the University of Southampton from which he graduated in 1997, joining the office the following year. Paul is from a local farming family and has developed a niche in advising agricultural charities amongst other charities for which he manages investments. Paul and his family live in East Devon where he is a keen supporter of community activities. In 2012 he was appointed a governor of the local primary school where his children were pupils and sits on the Finance and Resources committee following the creation of a federation with a neighbouring school. When the commitments of a busy family life allow, Paul enjoys walking particularly on Dartmoor, the occasional game of tennis and is a keen target rifle shot, also being treasurer of the local association.


Richard Missen

Senior Branch Director/investment Manager

0139 245 3600

More about Richard

Richard is a Branch Director within the Exeter office. He is an Investment Manager & looks after portfolios for private clients, trusts and pensions and works closely with their other advisors to enable a strong partnership for holistic advice. Richard is a graduate of Exeter University and has been working as an Investment Manager since 2001. Richard is a former trustee of a local charity and has developed a strong link with both local and national charity contacts and is now actively involved in looking to develop his work within the charity sector. In conjunction with two independent partners, he now regularly runs a charity workshop to provide a facility for charity contacts to discuss issues which are relevant to the sector at the current time. Richard lives in Exmouth, with his wife and two children. When the commitments of a busy family life allow, Richard enjoys most sports and visits a gym regularly.


Paul Russell

Investment Manager

0139 245 3600

More about Paul

Paul is an Investment Manager involved in the construction and ongoing management of bespoke investment portfolios, predominantly for private individuals. He prides himself on the high level of service he provides to clients and their advisors to meet their individual needs. Paul is a Chartered fellow of the Institute for Securities and Investments and holds the Level 7 Masters in Wealth Management qualification. Paul has always worked in Exeter having started his career in the financial industry in 2005 before joining Charles Stanley in 2011. Paul lives in South Devon with his wife and two daughters and in his spare time enjoys playing and watching most sports, particularly cricket.


William Matthewman

Investment Manager

0139 245 3600

More about William

William joined Charles Stanley after graduating from Exeter University in 2014 with a degree in Economics. He holds the Level 7 Masters in Wealth Management qualification and during his time at Charles Stanley has assisted in all aspects of the service offered to our clients. William is a Chartered member of the Institute for Securities and looks after private clients, charities and trusts on both a Discretionary and Advised basis. William lives in Harbourneford and in his spare time enjoys cricket, golf and running on the moors, as well as being a Trustee of Devon Air Ambulance.