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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

[email protected]

Guildford Office

Where to find us

Contact the Guildford Office

70 - 72 Chertsey Street
Guildford
GU1 4HL
United Kingdom

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01483 230 810

[email protected]

Our team


Charles Turton

Branch Manager

01483 230817

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.


James Stewart-Smith

Director

01483 230816

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.


Andrew Frogley

Investment Manager

01483 230812

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.


George Coster

Investment Manager

01483 230820

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 son and partner, Sally


Louis Coke

Senior Investment Manager

01483 230824

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.


Andrew Clifford

Financial Planner

01483 230826

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.


Nicola Mavroleon

Investment Manager

020 7149 6701

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.


Angela Banks

Administrator

01483 230811

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.


Caroline Joaquim

Administrator

01483 230814

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.


Sammy O'Brien

Administrator

01483 230815

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.


Tina Colato

Financial Planning Assistant

01483 230827

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.