Norwich
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 Norwich team.
About our Norwich team
Established in 1985, our Norwich office is home to an outstanding team of investment professionals, comprising of four Investment Managers, Branch Assistant & Intermediary Sales Manager. The team seek to cultivate and enjoy long-lasting relationships with their clients, numerous of whom have been clients for many, many years.
Supporting a wide range of clients, the team offers bespoke Discretionary management of stocks, shares, unit trusts and a wide range of other financial instruments; managing ISAs, SIPPs, Trusts and other ancillary activities. Furthermore, the team are committed to working in partnership with the local Intermediary community, understanding and able to adapt to different ways of managing a client relationship to collectively provide a holistic service.
Get in touch with the team today
01603 671 500
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.
Norwich Office
Where to find us
Our team
More about Mark
Mark joined the Norwich Branch of Charles Stanley in 1998 and became Branch Manager in 2013. He manages investment portfolios for private individuals, trusts and charities both directly and working with financial advisers, solicitors and accountants. He holds a Master of Architectural Engineering MEng (Leeds University and Pennsylvania State University), is a Chartered Fellow of the CISI and the President of the East Anglia Branch of the CISI.
More about Jo
Jo’s employment background has covered both the private and public sectors of industry. After having lived abroad for a few years, Jo moved back to her home county of Norfolk and subsequently joined the Norwich branch of Charles Stanley in January 2016.
More about Aimee
Aimee joined Charles Stanley in 2013 having graduated from the University of East Anglia with a 1st class BSc (Hons) degree in Business Management. She is a Chartered member of the CISI and has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications. She manages investment portfolios for private clients, trusts and charities. Aimee is also a committee member of the Norwich Business Women’s Network.
More about David
David joined the Norwich Branch of Charles Stanley in August 2016 as an Investment Assistant having recently graduated from the University of Sheffield with a 2:1 BSc (Hons) degree in Accounting and Financial Management. David has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications and is now a fully qualified Investment Manager.
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.