Glasgow Office
The Charles Stanley Glasgow office is made up of a team of highly qualified Investment Managers and a Financial Planner. This team of professionals works to give clients a personal, tailored and local service.
We currently look after private clients, trustees of charities, solicitors, accountants, financial advisers and corporate clients. We offer a truly holistic wealth management service, including financial planning as well as managing investment portfolios including ISAs, SIPPs and other pensions.
Our office is conveniently located on Waterloo Street and we are always happy to welcome clients and potential clients to call in and see us.
Contact the team today
01414831500
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.
