Scotland & the North of England
Manchester Office
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The Charles Stanley Manchester 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 and financial advisers. As well as investment management, we also have expertise in SIPPs and stocks and shares ISAs and a dedicated Financial Planning service for advice in areas such as retirement planning, Inheritance Tax planning and cash-flow modelling.
We look forward to welcoming you to the Charles Stanley Manchester office.
Contact the team today with the number below, fill out the form or email us directly.
0161 828 0200
Manchester Office
Where to find us
Contact the Manchester Office
6th Floor Sunlight House
Manchester
M3 3JZ
United Kingdom
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Our team
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”.
More about Ian
Ian joined Charles Stanley over 10 years ago on work experience during University holidays. After achieving a first class degree in Economics and a Masters in Business Analysis and Finance, Ian then joined Charles Stanley full time. After a few years gaining a valuable insight into the back office, Ian is now a fully qualified Investment manager with added experience in areas such as traded options and spread betting. Ian can offer all stockbroking services and is looking to expand his own client base. Outside of the office, Ian's Interests include golf, hockey and football, as well as travelling and films.
More about Mark
Mark is a graduate of Keble College, Oxford University and is a Chartered Fellow of the Chartered Institute for Securities and Investment. His career in stockbroking and wealth management started in 1987 and he became a member of the Stock Exchange in 1991. Together with John Boothman he manages investments for private individuals, trusts, pensions (including SIPPs) and corporations. He works closely with other advisers to help ensure portfolios are not over-risked while striving to achieve client return objectives. Mark lives in Cheshire with his wife Sara and their two children. His interests outside work include golf, travelling and wine.
More about Richard
A History graduate of Manchester University, Richard joined Charles Stanley from TD Waterhouse in 2007 where he had been a Senior Investment Representative. Now with 10 years working at Charles Stanley Richard is a Chartered Fellow of the Chartered Institute for Securities and Investments and has over 17 years of experience in the industry. Richard offers traditional stockbroking services to private clients on an advisery basis and specialises in discretionary portfolio management for private clients, trusts, pensions and corporations. Outside of the office Richard has a keen interest in film having once help manage the oldest independent cinema in the country. He is also an enthusiastic musician, skier and annual golfer.
More about Gary
Gary is a Chartered Fellow of the Chartered Institute for Securities and Investment and started his career as dealer at TD Waterhouse in 2000. In 2004 he joined Brown Shipley where he spent 2 years as an assistant to Paul Lawrence and in 2006 they both moved to Charles Stanley to re-build their client base. Gary qualified as an Investment Manager in 2006 and gained personal Chartership in 2010. He specialises in discretionary portfolio management for private clients, trusts, pensions and corporations. Gary is married with three young daughters. In his limited spare time, he trains together with his family in kickboxing, ju-jitsu and karate in which he, his wife and eldest daughter hold black belts, and also likes to play electric guitar
More about Gideon
Gideon started his career in 1987 at Battye Wimpenny & Dawson before moving down to London to work as a jobber on the Stock Exchange in the early 1990's. In 1993 he moved back up north, joining Brewin Dolphin and then subsequently Charles Stanley in 2000. In his spare time, Gideon plays cricket and football and is a keen supporter of Burnley FC.
More about Lee
Starting his career in 2000, Lee manages both High Net Worth clients and Intermediary relationships mainly in the North West. He specialises in discretionary investment management and is pushing forward the profile of Charles Stanley, especially with Financial Advisers in the North West. Lee has a number of industry recognised qualifications and is a Chartered Member of the Securities Institute. Outside of work Lee is a keen sportsman although he will tell you injuries stopped him turning professional in any. He also enjoys seeing new cities with Rome being a particular favourite alongside good food, drink and company.
More about Richard
A History graduate of Manchester University, Richard joined Charles Stanley from TD Waterhouse in 2007 where he had been a Senior Investment Representative. After completing the Private Client Investment Advice & Management exam, Richard became a Chartered Member of the Chartered Institute for Securities and Investments. Richard offers traditional stockbroking services to private clients on an advisery basis and has over 10 years of experience in the industry. Outside of the office Richard has a keen interest in film having once help manage the oldest independent cinema in the country. He is also an enthusiastic musician, skier and annual golfer.
