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Ipswich

Secure your financial future

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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.

Book your free consultation

Complete the form to arrange your consultation with a member of our Ipswich team.

About our Ipswich team

Established in 1987; today the team comprises four qualified Investment Managers an Investment Adviser and two dedicated support staff, covering a wide range of skills and expertise. The team pride themselves on their flexible and responsive service, combining the best of up-to-date market knowledge, with a respect for the value of long-term relationships built on trust and professionalism.

Supporting our wide range of clients, providing financial advice and traditional investment managing services, managing ISAs, SIPPs and other tax-efficient savings.

Get in touch with the team today

01473 297700

 

[email protected]

Why Charles Stanley?

Client care for over 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.

Ipswich Office

Where to find us

Contact the Ipswich Office

33 Lower Brook Street
Ipswich
IP4 1AQ
United Kingdom

View on Google Maps

01473 297700

[email protected]

Our team


Nick Green

Branch Manager

0147 329 7709

More about Nick

Nick started his career at Kidder Peabody, one of the oldest American Investment Banks, working in London and Wall Street in fixed income and equity markets for 12 years before setting up a successful Currency Hedge Fund alongside the stockbroking business he operated with his father and partner. He moved home to Suffolk in 1995 and reckons most of his spare time is taken up by his three children and too many animals but still loves to ski and sail when he can.


Glen Avis

Investment Manager

0147 329 7705

More about Glen

Glen joined the Ipswich branch of Charles Stanley in November 2000, moving from the accountancy profession. He fully qualified as an Investment Manager in 2008 and now specialises in managing private client portfolios, SIPPS and Trusts. Glen lives in the village of Hintlesham with his wife Liz and their two daughters. Glen’s interests away from work include spending time with his family, playing golf and running, regularly participating in local 5km parkruns.


Nick Anley

Senior Investment Manager

0147 329 7701

More about Nick

Nick joined Charles Stanley from Berenberg Bank, where he was a Director of Private Banking, focused on advising high net worth individuals on all aspects of their wealth management requirements. Before working at Berenberg, he was Head of Private Client Investment Management at a privately owned investment advisory firm in the City of London for over eight years. Nick brings particular expertise in advising high net worth and ultra-high net worth private clients in the areas of discretionary global equity portfolios, hedge funds, absolute return strategies, currency and fixed income portfolios. Nick lives just outside Colchester with his wife and young family, who take up most of his free time. Any remaining free time is spent either in the garden or pursuing his loves for fly fishing - often accompanied by his spaniel and labrador.


Charlie Sylvester

Investment Manager

0147 329 7704

More about Charlie

Charlie Sylvester spent most of the early part of his career trading on the Futures and Options markets in the City. Then in October 1992, following a short spell in the travel industry, he joined the Ipswich branch of Charles Stanley. Charlie has nearly 30 years of experience in the Financial Services sector. He was recently awarded a Diploma in Investment Advice from the Chartered Institute for Securities and Investment. Activities outside the office revolve around his small farm in Peasenhall, where he lives with his wife and twin children. He has a great interest in conservation and spends most of his spare time planting and looking after his trees.


William Nicholls

Investment Advisor

0147 329 7708

More about William

William has recently joined the team in Ipswich having spent 10 years in the City where he worked at various financial brokerages. His interest in financial markets and ability to dissect what is (and isn’t) important brought along a column in the City A.M. newspaper in a previous role. This, tied with a natural ability to get on with people, meant a move into Wealth Management was the perfect fit. He is currently sitting the final exams of the Chartered Wealth Manager qualification, after which he would like to take the third and final CFA exam. William recently got married in Aldeburgh (where he is a fervent member of the golf club) and he has moved to Suffolk with his wife and Labrador puppy for a quieter life out of London.


Allison Nailard

Office Manager

0147 329 7702

More about Allison

Allison started her career with Barclays Bank before embarking on a change of career in 1999. This change resulted in her living and working abroad firstly in Moscow then in Abu Dhabi. She took up her present role with Charles Stanley upon her return to the UK in 2007. In her spare time, she enjoys, walking, gardening and reading.


Lisa Carter

Administrator

0147 329 7707

More about Lisa

Lisa has worked for Charles Stanley for over 30 years. She is part of the administration team responsible for the day-to-day running of client’s portfolios. Lisa lives in Ipswich with her husband and two daughters. When she isn’t running her youngest daughter around to various places, Lisa likes reading and enjoying her garden.


Keith Arnold

Intermediary Sales Manager - East Anglia

07415 427 232

More about Keith

Keith joined the Charles Stanley Intermediary Sales team in January 2013. Prior to that Keith worked at Aviva for 26 years as a Business Development Manager covering predominately Essex as well as some accounts in London. His role at Aviva was widespread, dealing in all areas of pensions and investments as well as shaping IFA businesses and providing technical support. Keith is DipPFS qualified, holding amongst others, the G60 Pensions and G20 Investment examinations. Keith's role within Charles Stanley is to focus on the development of Financial Adviser business across East Anglia working closely with the local Investment Managers. Outside of work Keith is married to Michelle with two young children Mark and Katie. Keith enjoys all sports especially golf, rugby, skiing and plays hockey for Southend Hockey club.