South & South East
Guildford Office
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The Charles Stanley Guildford office has an outstanding team of investment professionals who are proud to work for a firm that is highly regarded by both clients and industry peers alike. Our pride stems from our ability to provide professional investment advice based on a combination of in-house and external research, which allows us to form balanced opinions. We cultivate and enjoy long-lasting relationships with our clients, offering them a truly bespoke service. A large number of our clients in Guildford have been with us for many years.
We offer a comprehensive service to private clients, 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, in financial planning, managing ISAs and many ancillary activities.
We look forward to welcoming you to the Charles Stanley Guildford office.
Contact the team today with the number below, fill out the form or email us directly.
01483 230 810
Guildford Office
Services offered
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Guildford Office
Where to find us
Contact the Guildford Office
70 - 72 Chertsey Street
Guildford
GU1 4HL
United Kingdom
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Our team
More about Charles
Charles Turton has over 19 years of experience in the financial services industry. He is a fully qualified Chartered Fellow of the Chartered Institute of Securities and Investment and is the Branch Manager of the Guildford office. He graduated from Durham University and joined Greig Middleton Stockbrokers in 1994. This evolved into Gerrard Investment Management and subsequently Barclays Wealth. He moved to Charles Stanley in 2007. He became a Fellow of the Securities Institute in 1998 and specialises in Private Client, Trust, Charity and Pension portfolio management. He was born locally in Dunsfold, now lives on the outskirts of Guildford and enjoys his walk to work. In his spare time he is kept busy by his wife and young daughter. He is a Director of the Charlotteville Jubilee Trust, a local charity, and has a general interest in skiing, boating and classic cars.
More about James
James Stewart-Smith has been in the finance industry for 28 years and has been associated with Guildford since the mid-90s. Together with other members of the Guildford office, he was with Greig Middleton which became Gerrard then Barclays Wealth, and moved with the office to Charles Stanley in 2007. James receives the majority of his new business from local IFAs, solicitors and accountants and provides portfolio management for private individuals, trusts, charities and individuals with small pension schemes in SIPPs and SSASs. In August 2012 James was appointed to the Charles Stanley & Co. Limited Board of Directors James' hobbies are walking, golf, shooting and military history.
More about Andrew
Andrew has over 20 years of experience in the financial services industry . He is a fully qualified Chartered Fellow of the Chartered Institute of Securities and Investment. Prior to joining Charles Stanley in 2007, Andrew previously worked for Gerrard Investment Management (from 1995). Andrew has worked in the industry since 1989 and became a member of the Chartered Institute for Securities & Investments in 2000 and subsequently a Chartered Fellow at the end of 2010. Andrew specialises in Trust, Pension and Private Client portfolio management. Andrew is a qualified athletics coach. When not working he spends his time listening to his two sons who play the guitar and drums in local bands around Surrey.
More about George
George Coster has over 18 years of experience in the financial services industry and is a fully qualified Chartered Member of the Chartered Institute of Securities and Investment. George has taken and successfully passed all units of the CISI Masters in Wealth Management, achieving a distinction in the final unit. George spent 8 years working in Charles Stanley's London office and joined the Guildford team in September 2013. In 2012 George headed up the Charles Stanley Retail Bond Team that won the Investors Chronicle and FT Investment award for Best Stockbroker for Bonds. As an Investment Manager he has particular interest in managing a range of discretionary and advisory portfolios on behalf of private individuals and Trusts. George is a keen runner. When not working he spends his time with his young sons and partner, Sally
More about Louis
Louis is an Investment Manager at the Guildford office and manages portfolios predominantly for private clients, trusts and pension schemes. He has been with Charles Stanley since 2005, after leaving Sixth Form College with A Levels in Law, Business Studies and Communication Studies. He became a member of the Chartered Institute of Securities and Investments in 2007, and obtained personally Chartered status in 2010. He is also one of the youngest people in the country to have taken and successfully passed all units of the CISI Masters in Wealth Management. Louis has day to day involvement with our Intermediary business in addition to the private client facing element, and is keen to both keep existing client and intermediary relationships strong, and to build new relationships over time. In February 2013, Louis was featured in the CityWire Wealth Manager Top 30 Under 30 Awards. Every year Citywire profiles the next generation of Private Client Investment Managers and from a highly competitive field of entries, Louis was one of the stand-out performers with the selection being based on a combination of academic success, professional qualifications and most importantly, the impact on the business. Louis has also been nominated by Spears magazine in their 2013 Young Turk Awards, aimed at rising stars aged under 35 in the Wealth Management industry. Louis' interests outside the office include golf and running. When possible, he also likes to attend the British Touring Car Championships.
More about Andrew
Andrew Clifford has over 18 years of experience providing financial planning advice to Private Clients, Trusts and Corporate Bodies. Based in the Guildford office, he supports the investment managers provide a comprehensive advice service to Charles Stanley’s direct clients. He graduated from University of Wales College Cardiff in 1993 and joined the Medical Sickness Society in 1995, which subsequently was purchased by Wesleyan Assurance Society, following a short stint working on a financial trade publication. Having worked for almost 12 years for Medical Sickness, he moved to Pannells Financial Planning (formerly PKF Financial Planning), providing advice to clients of PKF (UK) LLP and latterly BDO (UK) LLP accountants and business adviser in Guildford before joining Charles Stanley in December 2013. Andrew has extensive knowledge of working with high net worth clients and SMEs, as well as a specialisation in medical and dental professionals working within the NHS Pension scheme, providing advice services to other professional partnerships of accountants and solicitors. Outside work, Andrew spends much of his time, with his wife ferrying his children to the myriad of swimming and cross country events at the weekends, as well as the endless parties. However, in the spare time available, he regularly enjoys mountain biking in Swinley Forest and less regularly now skiing. Having recently purchased his first family tent, Andrew will be looking forward to some rain free weekends.
More about John
John is an Investment Manager at the Guildford office and manages portfolios for private individuals and trustees. John joined Charles Stanley in January 2018, having managed portfolios in Guildford for over a decade. John has worked with investments since 2004 and has managed portfolios predominantly on a discretionary basis since 2007. In addition to portfolio management John has previously undertaken investment research that was focused on the London-listed media and technology sectors and North American equity investment via collectives, trackers or ETFs, and structured products. John is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Chartered Wealth Manager. In 2016 he was named by PAM (Private Asset Managers) as one of the ‘Top 40 Under 40’, a definitive guide to the rising stars in the private banking and private asset management sectors. John has considerable experience of working with financial planners and their clients. Away from the office John enjoys cycling, music and travel.
More about Nicola
Nicola has over 12 years of experience in the financial services industry. She is a fully qualified Chartered Fellow of the Chartered Institute of Securities and Investment. Nicola spent more than 12 years working in Charles Stanley's London office and joined the Guildford team in October 2012. She is a fully qualified Investment Manager with experience of managing a range of discretionary and advisory portfolios on behalf of private individuals and Trusts. Having been a Member of the Chartered Institute of Securities and Investment since 2002, Nicola became a Fellow in 2006. Outside of the office Nicola enjoys spending time with her young Son and likes to swim and play tennis as often as possible.
More about Kate
Kate Nathoo has over 25 years investment experience. She was a founding partner at Daniels Holt Investment Managers and Client Director at Thesis Asset Management. Kate is a Chartered Fellow of the CISI and was President of the CISI Southern Branch from 2016 to 2018. Kate joined the Charles Stanley Guildford office in May 2018. She continues to specialise in the provision of Discretionary Investment Management for Private Clients, Trusts and Charities. Kate is a Trustee for a local professional theatre company, Guildford Shakespeare Company; she loves both theatre and classical music. She also enjoys local walking afforded by the beautiful Surrey Hills countryside.
More about Angela
Angela Banks joined Greig Middleton Stockbrokers in 1987 and passed her Registered Representative exam a few years later. She worked in the Guildford office for 20 years, seeing the changes in the firm to Gerrard and then Barclays Wealth, and provided full secretarial and administrative support to the varying teams over the years. She joined Charles Stanley in 2007, together with the rest of the Guildford office, where she continues to provide support to the team. Angela has actively supported a local charity, Walk the Walk Worldwide (famous for their MoonWalks in aid of breast cancer), for many years. She was a school Governor for seven years and a Brownie leader for five years. She enjoys music and spending time with her family.
More about Caroline
Caroline commenced her working career within the legal profession followed by learning the background to stockbroking within Barings, prior to their takeover by ING, where she assisted with setting up the High Net Worth Client department. Caroline also takes on the responsibility for organising a number of Charles Stanley's Guildford office events. Her interests include photography, travel, theatre and cookery.
More about Sammy
Sammy O'Brien came to us from a legal background and joined Gerrard in 2005 which then evolved into Barclays Wealth and latterly moved to Charles Stanley in 2007. Charles and Sammy have built up a strong and definitive Probate Valuation Department with local solicitors in the Guildford and surrounding area. She provides administrative and secretarial support to the team and is often the first point of contact for the majority of the team's clients. Her interests include singing, acting and directing and she has written her own musical which was performed recently in Dorking.
More about Tina
Tina has worked in financial services for over 16 years supporting financial advisers from secretarial and client support to technical administration. Prior to this Tina worked as a legal secretary for over 10 years as well as roles in industry which included IT support for an engineering company. Outside work Tina enjoys reading, watching TV & films. Her general knowledge is at a level which can challenge the most knowledgeable quiz master, so you will always benefit by having her on your team for any quiz night. Tina also loves most animals, which explains why most of the local wildlife can be found visiting her garden, in search of an easy meal.
More about Claire
Claire joined Charles Stanley in 2014 having relocated from Swindon. Before joining, Claire worked for 7 years at Zurich Financial Services as a specialist in Investment Administration. Claire is an associate of the CISI (having passed the IOC) and a member of the CMI (having a Diploma in Management Development).