Mid-England & Wales
Leicester Office
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The Charles Stanley Leicester office, located on the top floor of the landmark Mercury Place, was opened in 2013. We have a team of highly skilled and experienced Senior Investment Managers, complemented by Directors of Intermediary Sales and Financial Planning along with a team of talented and conscientious investment and administrative professionals.
We currently look after private clients, financial advisers, trustees of charities, solicitors, accountants, and corporate clients. We offer a traditional investment management service as well as managing investment portfolios including ISAs, SIPPs and other pensions.
We look forward to welcoming you to the Charles Stanley Leicester office.
Contact the team today with the number below, fill out the form or email us directly.
0116 366 6200
Latest branch news
£1,440 Raised for Charity
Andrew Baker from the Leicester Office has had a particularly busy month raising money for charity...
Vikkii's Race for Life
Vikkii Antill from the Leicester Office of Charles Stanley supported by her children and colleague Fiona Russell raised a stunning sum for Cancer Research Research UK.
Leicester Office
Where to find us
Contact the Leicester Office
4th Floor Mercury Place
Leicester
LE1 1QG
United Kingdom
View on Google Maps
Our team
More about Simon
Simon spent a year after school working as a teacher and sports coach in a Sydney school before pursuing a Management Science Degree at Loughborough University, one year of which was spent studying in Texas Technological University. After graduating in the summer of 1994, he spent some time travelling before joining Hill Osborne & Co in 1995 where he began his career working on the dealing desk whilst working towards his Chartered Institute for Securities & Investment qualification. With over 18 years of industry experience, Simon’s specialises in the management of multi-asset class portfolios for private clients in a variety of mandates such as pensions, offshore trusts and offshore bonds. In addition, Simon has considerable experience in working on Court of Protection mandates. Simon lives in Oakham and has three teenage children and when time permits plays squash, golf and is a keen supporter of all local sport, particularly the Leicester Tigers. Simon joined the newly established Leicester branch office of Charles Stanley in September 2013 as a Senior Investment Manager and leads a team which consists of Trainee Investment Manager, Sebastian Taylor and Administration Assistant, Sam Samji.
More about Ed
Ed was born into a family with a strong tradition of close ties to the city and its business community. His father and grandmother were both Lord Mayor of Leicester and his father was instrumental in the establishment of the Leicester Grammar school, of which Ed was a founder pupil. Ed is very proud to maintain his close connection with the city and was delighted to open the Leicester office of Charles Stanley in Mercury Place, a landmark building in Leicester. Ed is a graduate of the AB Freeman School of Business at Tulane University and began his career in investment management at Seymour Pierce Butterfield in London in 1992. Ed moved back to his home city of Leicester in 1996 to join Wilshere Baldwin & Co. and has recently joined Charles Stanley from Brewin Dolphin to lead the new Leicester office. With four growing children, Ed’s time away from the office is often spent supporting them in their various activities; however he does try to find time to play golf, support Leicester Tigers and enjoy music and movies at home. Ed is Treasurer of two local charities and a long standing member of the committee of the regional branch of the CISI, having previously served as regional President for over ten years. As well as being as Branch manager, Ed heads up an Investment Management team of three specialising in managing portfolios for Private Clients both via Financial Advisers and directly. Ed’s team consists of Trainee Investment Manager, Tony De Marco, and Investment Assistant, Jo Bown.
More about Andrew
Having obtained an Honours Degree in Economics from Kingston University, Andrew began his career in Nottingham in 1990 joining Charles Stanley in September 2013. Andrew specialises in the management of a diverse range of portfolios including traditional private client mandates, Self-Invested Personal Pensions, Small Self-Administered Schemes, Offshore Bonds, Charities and Trusts. Having started his career as a securities dealer, Andrew moved into investment management in 1993 in Birmingham before moving back to work in the East Midlands in 1997 and has considerable experience managing multi-asset portfolios. Andrew’s team consists of Trainee Investment Manager, Dean Slee, and Administration Assistant, Sara Moss. Andrew lives in South Nottinghamshire with his family.
More about Chris
Chris is a Senior Investment Manager at Charles Stanley’s Leicester office and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He started his career with Hill Osborne & Co in 1987, becoming a partner in 1997 and upon their takeover of Hill Osborne in 2000, a Divisional Director of Brewin Dolphin. With over 26 years of experience in the industry, Chris has a wealth of investment management knowledge and expertise. He specialises in managing private client, trust, pension and charity portfolios predominantly on a discretionary basis. Chris’s team consists of Trainee Investment Manager, Pauline Fernandes, and Administration Assistant, Diane Corkett. Chris is married with three young children and when time permits enjoys skiing, tennis, golf and art.
