Leicester
Secure your financial future
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.
Complete the form to arrange your consultation with a member of our Leicester team.
About our Leicester team
Established in 2013, the Leicester branch office is located on the top floor of the landmark Mercury Place. They are a team of highly skilled and experienced Senior Investment Managers, Financial Planners, along with a team of talented administrative professionals.
Supporting a wide range of clients, from individuals, financial advisers, trustees of charities, solicitors, accountants, and corporate clients; the team specialise in providing financial advice and a traditional investment management service, managing ISAs, SIPPs and other pensions.
Get in touch with the team today
0116 366 6200
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.
Leicester Office
Where to find us
Contact the Leicester Office
4th Floor Mercury Place
Leicester
LE1 1QG
United Kingdom
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Our team
More about Simon
Simon is the Branch Manager for the Leicester office. He joined the newly established Leicester branch office of Charles Stanley in September 2013 as a Senior Investment Manager. With over 20 plus 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.
More about Ed
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 joined Charles Stanley from Brewin Dolphin in October 2013 to lead the new Leicester office. Ed specialises in managing portfolios for Private Clients both via Financial Advisers and directly.
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 October 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.
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 28 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.
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.