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South West

Exeter Office

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The Charles Stanley Exeter office has 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. We offer a comprehensive service to private clients, trusts and charities, advising on managing, buying and selling stocks, shares, unit trusts and a wide range of other financial instruments. We also provide extensive services in administering clients' investments and cash, managing ISAs and SIPPs and many ancillary activities. We work closely with many financial advisers and their clients in the region as well as solicitors and accountancy firms.

In 2017 we are delighted to be celebrating 10 years since the establishment of the Charles Stanley Exeter Office. Since the office was established, it has 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.

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


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

01392 453600

[email protected]

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Exeter Office

Where to find us

Contact the Exeter Office

Broadwalk House
Exeter
EX1 1TS
United Kingdom

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01392 453600

[email protected]

Our team


Philip Greenman

Senior Branch Director/Investment Manager

01392 453600

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

Investment Manager

01392 453600

More about Charlotte

Charlotte is an Investment Manager, looking after private individuals, trusts and corporate clients as well as the Assistant Branch Director of the Exeter office. 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 and pension funds, hedge funds and private clients. She is a Chartered Fellow of the Chartered Institute of Securities & Investment and 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 on north Dartmoor with her husband and young son, and enjoys the benefits of living in this beautiful area through walking and photography.


Chris Harris-Deans

Investment Manager and Director of Regional Development

01392 453600

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

Branch Director/Investment Manager

01392 453600

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.


Paul Lewis

Branch Director/Investment Manager

01392 453600

More about Paul

Paul is a Chartered Fellow of the Institute for Securities and Investment and is a Branch Director and Investment Manager of the Exeter office and responsible for managing portfolios for a wide range of different portfolios including Private Individuals of all ages both in the UK and Overseas, Charities, Health Authorities, Trusts, Pension Funds and Companies. His client bank now totals more than £139m. Paul is a Trustee of Turntable, a local charity supporting those in need, and Chairman of his local golf club. He also serves on a number of Boards and Committees in advisory roles. He is a past President of the CISI for the West Country and has sat on the Exam Panels for Portfolio Construction and Applied Wealth Management for the Institute. Paul is married to Lorraine and lives in Ottery St Mary. He has three children and outside work enjoys watching all sports and particularly playing golf.


Richard Missen

Branch Director/investment Manager

01392 453600

More about Richard

Richard is a Branch Director within the Exeter office. He manages a wide range of portfolios for clients and work closely with their other advisors to enable a strong partnership for holistic advice. Richard was delighted to be asked to stand as a trustee for Hospiscare: Exmouth and Lympstone and was formally appointed to the role at the charity’s AGM in mid-November 2009. He is the Chairman of the Finance, Governance, Audit & HR sub-Committee for this charity. Through this trustee role, he 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 son. When the commitments of a busy family life allow, Richard enjoys most sports and visits a gym regularly.


Simon Lloyd

Intermediary Sales Manager

07583013221


Paul Russell

Investment Manager

01392 453600

More about Paul

Paul is an Investment Manager involved in the construction and 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 member 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 daughter and in his spare time enjoys playing and watching most sports, particularly cricket.