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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]

Latest branch news

All branch news

: 29/12/2017

Year end market commentary

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

: 13/12/2017

Leeds Case Study: How we work with intermediaries

The following is a real life case study showing how we have helped one family to consolidate their investments and align a strategy to help achieve their long-term investment objectives.

: 18/09/2017

The US dollar: a lot of ifs, buts and maybes…

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

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 Advisor 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

After completing a degree in Political Science and International Studies at The University of Birmingham, Nicola spent the first five years of her career at the Harrogate office of Redmayne Bentley. Nicola qualified as a stockbroker in 2010 and went on to pass the Masters in Wealth Management to become an Investment Manager. Nicola joined the firm in July of 2014. 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 Advisor

0113 2005247

More about Adam

Adam joined Charles Stanley in 2016 as an Investment Advisor and Chartered Wealth Manager, with 5 years’ experience in wealth management. He is passionate about helping to both protect and grow assets for a diverse range of clients, including individuals, trusts, pension funds and charities, indirectly on behalf of IFAs. Prior to Charles Stanley, Adam helped manage the investment portfolios of a range of charities and organisations in an Institutional Investment Management team at Brewin Dolphin in Newcastle, where he was also a regular contributor to regional media. At Charles Stanley, as well as publishing original articles, he manages the social media and Twitter account @CS_Leeds. He graduated with a First Class Honours degree in Business Management from Newcastle University, before completing the CISI ‘Investment Advice Diploma’ and the Institute’s postgraduate level specialist ‘Chartered Wealth Manager’ qualification. Adam relocated to West Yorkshire with his fiancée, Sarah, and enjoys the best Yorkshire has to offer within both the thriving business community as well enjoying the outdoors, 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. She has already made good progress with the foundation level Chartered Institute for Securities and Investment qualification, earning a merit award from the CISI on completion of the first paper. 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 eight 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.


Richard Sutherland

Investment Manager

0113 200 5238

More about Richard

Richard’s investment career started in 1987 with Howitt & Pemberton a small family stockbroker following 14 years @ Barclays Bank. After several mergers Richard left Brown Shipley in 2001to move to Brewin Dolphin as Investment Director managing Charity, small pension funds, & private client portfolios. He is married with 3 grown up children who have all now graduated from university. He has held a single figure handicap for 35 years @ Ilkley Golf club where he is a past chairman of the green committee. He is also a trustee of Ilkley bowling club.


Alan Kitching

Consultant

0113 200 5241

More about Alan

Alan is a consultant at the Leeds office. After leaving the Royal Navy he worked in Zambia before returning to the UK to join a small provincial stockbroker in Middlesbrough that rapidly grew to over 30 offices covering the UK. In addition to his Consultant role he is actively involved in a number of charities, acting as Chairman of Cleveland Alzheimers Residential Centre, Trustee of the Tees Valley Community Foundation and Treasurer of Hope & Homes for Children. When not busy with matters financial he enjoys all field sports and training gun dogs.


Anita Cracknell

Brokers' Assistant

0113 200 5249

More about Anita

Anita joined Charles Stanley in April 2012 as Brokers' Assistant, and has had over 20 years experience in the financial services industry. In 2003 Anita joined Fyshe Horton Finney and supported four Investment Managers with their day to day duties, which also involved probate work producing probate valuations and working closely with local solicitors and accountants. She is the proud mum of a daughter who has recently graduated with an honours degree in Fashion Design and Manufacturing.


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.