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Scotland & the North of England

Leeds Office

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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.



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

0113 200 5230

[email protected]

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Latest branch news

All branch news

Football image for leeds article
: 27/06/2019

The third annual charity 5-a-side football tournament, supporting The Hunslet Club

The event organised by Charles Stanley Wealth Managers, took place on 23rd May 2019.

: 20/06/2019

“It’s only when the tide goes out do you discover who's been swimming naked.” Warren Buffett

Simon Martin from the Leeds Office of Charles Stanley offers up his latest market commentary.

Confused/ wall drawings
: 17/04/2019

“If I don’t like the way the times are moving, I shall refuse to accompany them.” Rumpole of the Bailey

Simon Martin from the Leeds Office of Charles Stanley offers up his latest market commentary for clients and prospective clients.

Leeds Office

Where to find us

Contact the Leeds Office

14 King Street
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

Brokers 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

Brokers' Assistant

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


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.