Glasgow
Secure your financial future
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.
Complete the form to arrange your consultation with a member of our Glasgow team.
About our Glasgow team
Established in 2019, the Glasgow office is home to a highly experienced team of two investment professionals, one financial planner and one member of support, who work to provide their clients with a truly bespoke service.
Supporting a wide range of clients including individuals, charitable trustees, solicitors, accountants, financial advisers and corporate clients; the team specialises in building long-lasting relationships to provide their clients with a financial plan and investment services to help them achieve their financial goals.
Get in touch with the team today
0141 483 1500
Why Charles Stanley?
Client care for 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.
Glasgow Office
Where to find us
Our Team
More about Kris
‘Kris is delighted to be leading the Glasgow branch. With more than 20 years in the investment industry, he has watched it develop and change. Kris is keen to retain the attention to detail and personalised service we have always had as a firm, but evolve the investment strategy as wealth management becomes more sophisticated. He and his team have managed many different types of mandates including general investment accounts with personal tax considerations, Self Invested Personal Pensions and Charitable portfolios with specific income requirements to corporate accounts for small businesses with excess cash on the balance sheet. Kris claims it is a privilege to have managed client monies throughout tumultuous periods such as the dot.com bubble bursting causing a sustained bear market, and the banking crisis of 2008. Whilst hardly desired or much fun, it does build awareness which is pertinent since market corrections are inevitable over time. Kris has two young children and many of his sporting pastimes have been put on hold [indefinitely!] to ensure a good balance between work and family.
More about Mary
Mary has 20 years’ experience in financial services, having trained and worked initially with the American investment company Edward Jones. She managed her own office in Milngavie, Glasgow providing financial planning and investment management services. Mary also worked with Charles Stanley in Edinburgh, followed by Redmayne Bentley in Glasgow and recently came full circle to join the new Charles Stanley office in Glasgow. Mary focuses on bespoke investment management services for individuals, SIPPs, trusts and charities and works closely with allied professionals in financial planning, law and accountancy. Mary has a Ph.D. in Biochemistry from the National University of Ireland, Galway and is a Chartered Fellow of the Securities Institute. She taught finance at the Centre for Lifelong Learning, Strathclyde University and presented investment seminars to professionals and individual investors. Outside of work Mary enjoys golf, sailing, cycling and painting.
More about Graeme
Graeme has over 10 years’ experience in financial services and specialises in Lifetime Financial Planning: specifically, with wealthier individuals and families with more complex needs. Graeme also works with charity leaders in the 3rd sector. He graduated with an Honours degree in Psychology from the University of Strathclyde and has previously worked for RBS, Barclays Wealth and Ascot Lloyd before joining Charles Stanley. Graeme is Chartered Fellow of the CISI and has contributed to articles for the FT, The Times and various trade publications. Graeme is married with and has a three-year-old son. When time allows, he has recently taken up triathlon as a means of keeping fit, having previously been a keen rower.
More about Hercules
Hercules joined Charles Stanley in 2018, having previously worked as a Trainee Financial Adviser at the Insurance Advisory Group. Hercules holds a Bachelor's degree in Economics from Heriot-Watt University and is an Associate of the Chartered Institute of Securities and Investments, having completed the Investment Advice Diploma. He assists with the management and administration of both Kris' and Mary's advisory and discretionary portfolios. Away from work, Hercules spends most of his time either with his partner and daughter or enjoying sports such as football and basketball.
More about Connor
Connor joined Charles Stanley in 2020 as a Trainee Investment Advisor. Connor holds a Bachelor’s degree in Accountancy from Glasgow Caledonian University and also successfully secured a Scholarship to study for a Master’s degree in Accounting and Finance, which he passed with Merit. He is currently pursuing his professional exams with the Chartered Institute of Securities & Investments in order to become an Investment Manager. Connor aids in the management and administration of both Kris’ & Mary’s advisory and discretionary portfolios. Outside of work, Connor spends his time playing chess, reading and stargazing.