Above page content

    Site map  Cookie policy

Scotland & the North of England

Leeds Office

Some intro text here only showing in homepage mode.

The Charles Stanley Leeds office is made up of a highly experienced team of investment professionals working to provide clients with a truly bespoke investment management service. When we meet a client for the first time, we start with a blank piece of paper because no two clients are the same. We take the time to get to know the client and assess exactly what their requirements are. Only then do we start the process of choosing the right solutions for them.

We currently look after private clients, trustees of charities, solicitors & accountants, intermediaries and institutions. As well as stockbroking and investment management, we also have expertise in SIPPs, stocks and shares ISAs and Inheritance Tax planning.

We look forward to welcoming you to the Charles Stanley Leeds office.

Awards

      


Contact the team today with the number below, fill out the form or email us directly.

0113 200 5230

[email protected]

WDX replacement - Branch form

£

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us

Latest branch news

All branch news

: 17/09/2019

September 2019 Market commentary

The one thing we are certain about at this moment in time is we have no ability to try and second guess what is happening in Westminster and therefore we have to continue with the agreed strategies and persevere going forward.

: 19/08/2019

August 2019 Market commentary

“We should not be afraid of being wrong but we should be afraid of persisting in error”. Sir Karl Popper

Hadrian's Wall
: 14/08/2019

Focusing on growth in Leeds for Charles Stanley

We are proud that we are continuing to grow in the north and are seeking to build more relationships in the area.

Leeds Office

Where to find us

Contact the Leeds Office

14 King Street
Leeds
LS1 2HL
United Kingdom

View on Google Maps

0113 200 5230

[email protected]

Our team


Jonathan Baker

Branch Manager

0113 2005240

More about Jonathan

Jonathan has over 25 years of experience in financial services and specifically the management of client money. He is also a qualified Financial Adviser who can give advice to charities, individuals, trusts and pension clients. He is level 6 qualified having completed numerous financial planning qualifications and also completed the PCIAM and full IMC papers in Wealth Management. Jonathan is often quoted in the personal finance section of the Yorkshire Post in between juggling the office, Jonathan recently took up trail running with his wife Claire, They can be found running at events throughout Yorkshire including, Wharfedale, Wensleydale, North Yorks Moors and the Cleveland Way. He has three sons of which one is studying medicine at Edinburgh University and his other two sons both attend Ripon Grammar School. Jonathan is a fully qualified Community First Responder and is quoted as saying “The best time of the day is 05:30 when he and “Billie” his working cocker go for a walk by themselves”.


Simon Martin

Branch Manager/Investment Manager

0113 200 5242

More about Simon

Simon started his career in June 1987 working for Penney Easton in London which, after various mergers and name changes, evolved into Allied Provincial Securities. In 1994 Simon chose to take a break from the investment industry whilst studying for an MBA at Bradford University Management School, which he passed with distinction. After completing the MBA, Simon joined Greg Middleton, which eventually evolved into Barclays Wealth. At Barclays Wealth Simon was Portfolio Manager for both the Leeds and Teesside offices,managing in excess of £100m of discretionary money. A large percentage of this money was charitable money. In May 2008 Simon, together with Jonathan Baker, was offered the opportunity to set up the new Leeds office for Charles Stanley. Finally, he is also a parent governor at his local village primary school and Chair of the Finance Committee.


Nicola Loudon

Investment Manager

0113 200 5246

More about Nicola

Nicola graduated with a First Class Honours degree at The University of Birmingham and spent the first five years of her career at the Harrogate office of Redmayne Bentley, following qualification as a stockbroker in 2010 she went on to achieve the Masters in Wealth Management to become an Investment Manager. Since joining Charles Stanley in July of 2014 Nicola has worked with a diverse range of clients such as Private Individuals, Charities, Pension Funds and Companies to ensure they take the right path when working to achieve their financial goals. Nicola has also built strong relationships within the IFA community where she works with other professionals to deliver bespoke investment solutions. Nicola plays an active role as a committee member of the Chartered Institute for Securities & Investments where she works to develop a vibrant calendar of both educational CPD events and Networking events. Nicola recently became a Governor of the Harrogate Ladies College with specific responsibilities for overseeing the School’s Investments and ensuring Student Welfare. Nicola is a keen skier and spent a year working in the French Alps before University. She also enjoys travelling and looks forward to exploring more of the World.


Adam Martell

Investment Manager

0113 2005247

More about Adam

Adam joined Charles Stanley in 2016 and has 6 years experience managing bespoke investment portfolios for individuals and on behalf of financial advisers. He also works with solicitors and accountants. Adam is passionate about helping to both protect and grow assets for a range of clients, including private clients, trusts, pension funds and charities. He graduated with a First Class Honours degree in Business Management from Newcastle University, before completing the postgraduate CISI ‘Chartered Wealth Manager’ qualification. Prior to Charles Stanley, and relocating to West Yorkshire with his fiancée Sarah, Adam helped manage investment portfolios for charities at Brewin Dolphin in Newcastle. He enjoys the best Yorkshire has to offer within a thriving business community as well as hiking in the hills, playing golf and sampling the local real ale.


Katherine Dawes

Investment Management Assistant

0113 2005232

More about Katherine

Katherine joined Charles Stanley in 2016 as Branch Support and gained her CISI Investment Advice diploma in 2018. Before embarking on her career with Charles Stanley, she worked for five years as a medical secretary. Outside work, Katherine enjoys making jewellery and spending time with her ten year old daughter.


Nick Minto

Intermediary Sales Manager - North

07989 704039

More about Nick

Nick joined the Charles Stanley Intermediary sales team in February 2016. Prior to joining, Nick worked at Standard Life for 13 years as business development manager dealing with banks, wealth managers, building societies and financial advisers. Previous to that role, he spent 14 years at Axa as a regional account manager. Professionally he holds both the Chartered Financial Planner and Chartered Wealth Manager qualifications plus he has also passed the Society of Trustees and Estate Practitioners (STEP) certificate for Financial Services. The focus at Charles Stanley will be to develop financial adviser relationships across the North of England working closely with the Investment Managers in the Leeds and Manchester offices. Along with investment Nick will bring his knowledge of retirement and succession planning strategies to the role. Outside work Nick is interested in a range of sports but in particular enjoys watching his son compete in swimming galas and triathlon events.


Anita Cracknell

Investment Management Assitant

0113 200 5249

More about Anita

Anita joined Charles Stanley in April 2012 as Brokers Assistant, she has had over 25 years experience in the financial services industry, starting in Huddersfield at Robert Ramsden & Co. When not at work Anita loves gardening and long walks in the countryside.


Ewan Pollicott

Investment Manager

07792 953 103

More about Ewan

Ewan is an Investment Manager within Charles Stanley's specialist Court of Protection and Damage Awards Team. Away from work, when family commitments permit, Ewan can be found at the golf club, where he is Competitions Secretary or cycling either around the North Yorkshire country roads or further afield raising funds for charity.


Jennifer Whitehouse

Administrator

0113 200 5238

More about Jennifer

Jennifer recently joined Charles Stanley, After completing a degree in Writing, Directing & Performance at the University of York, she began her career at Northallerton Headquarters with North Yorkshire Police having gained secretarial and PA skills working alongside senior management within the ICT department and also worked as Project Management Officer for the organisation’s Programme Manager. Jennifer is a keen writer and playwright with hopes to become a published author and she also enjoys travelling and attending the theatre.


Patrick Toes

Investment Manager

0113 200 5243

More about Patrick

Patrick has spent over 25 years as an investment manager and holds an associate membership at the Society of Investment Professionals (ASIP). He started his career in Hong Kong working for KPMG and subsequently in currency markets before returning to the UK to join Homeowners Friendly Society in 1991 where he was part of a team which initially managed the mutual’s own investment portfolio and, latterly, much of the group’s life funds. This gave him a wide experience in research and investment management including direct equity, both in the UK and overseas, collectives and fixed interest. Additionally, an area which remains of interest is environmental and ethical matters managed within a sustainable growth mandate. In 1998 Patrick gained an MSC in Investment Analysis at Stirling University. In 1999, he joined Rensburg Sheppard (now Investec Wealth) as a discretionary investment manager and latterly as senior investment director, responsible for over £200 million of private and corporate clients. Patrick was responsible for setting up the fund selection process and stood as chairman of their asset allocation and fund selection committees. Patrick joined Myddleton Croft in 2009 where he chaired the investment committee which had a cautious, but pragmatic, approach to investment strategy and asset allocation. As head of the investment team at Myddleton Croft, he spent much of his time on independent investment research, managing client portfolios day to day and speaking to and meeting private clients and advisors. Having spent a good deal of his formative years in Hong Kong, Patrick has a strong affinity for Asian culture and his keen interest in horseracing (and horse breeding) developed there. He is a member of York racecourse.


Nicci Dugdale

Investment Management Assistant

0113 200 5243

More about Nicci

Nicci joined Charles Stanley in August 2019. She has worked in the industry for many years, including a long spell in London as head of client services for a major investment house, before moving back to Yorkshire and joining Myddleton Croft in 2006 where she worked until its acquisition by Charles Stanley. Outside work, she is a frustrated creative, always with a project in hand. She also follows the perennial struggles of Leeds United and Leeds Rhinos closely, but still manages to remain cheerful.


Carolyn Black

Investment Manager

More about Carolyn

Carolyn graduated from Loughborough University Business School with a First-Class Honours degree and is a Chartered Fellow of the Chartered Institute for Securities & Investments. She has worked in the industry for over twenty years, investing in a variety of assets for a diverse private client base, which includes trusts, charities, pensions and companies. During this time, she has developed strong relationships with IFAs, solicitors and accountants and is passionate about ensuring clients are offered a holistic and bespoke approach to their affairs. That she has brought many of these relationships with her to Charles Stanley amply demonstrates the trust and respect that clients and professionals have for her. Carolyn is a regular contributor to the business and finance pages of the Yorkshire Post and Yorkshire Life. Having retired as a trustee after nine years at Leeds Beckett University Students’ Union, Carolyn became a trustee at Leeds Community Foundation and the Chair of the Foundation’s Income Generation Committee in 2019, which provides valuable knowledge into the requirements of, and pressures on, the third sector. Outside of work, Carolyn is a keen runner and has raised money for various local and national charities by participating in sponsored running and walking events. Having recently tried open water swimming and cycling, she has concluded that she prefers activities where her feet are firmly on the ground!