Mid-England & Wales
Norwich Office
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Norwich has an outstanding team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike. Our pride stems from our ability to provide professional advice and management whilst benefitting from combined in-house and external research to form balanced opinions. This enables us to act with full autonomy when considering investment advice and bespoke portfolios for our clients, with whom we cultivate and enjoy long-lasting relationships. A large proportion of our clients in Norwich have been with us for many, many years.
Our offering is focused on bespoke Discretionary management of stocks, shares, unit trusts and a wide range of other financial instruments. We also provide extensive services in managing ISAs, SIPPs, Trusts and many ancillary activities. We are also committed to supporting the local Intermediary community - and understand the different ways of managing a client relationship so we provide a number of solutions to access our award-winning Investment Management services.
We look forward to welcoming you to the Norwich office.
Contact the team today with the number below, fill out the form or email us directly.
01603 671500
Norwich Office
Services offered
Latest branch news
Pensthorpe Natural Park afternoon
80 Clients of Norwich office were treated to an afternoon at Pensthorpe Natural Park
Norwich office and clients take a ride on the Southern Comfort Mississippi Paddle Boat
The Norwich office recently treated their clients to a paddle boat trip along the Norfolk broads.
Norwich City FC host our CPD and England vs Wales Euro 2016 event.
To coincide with the current UEFA Euro 2016, leading wealth manager Charles Stanley recently hosted a CPD (Continuing Professional Development) event for local financial intermediaries and solicitors at Norwich City Football Club
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 Willie
Willie joined a small firm of London Stockbrokers in 1975 after a short service commission in the Army. He moved to Charles Stanley in 1984, initially working in the London office before moving to Norfolk to set up the Norwich office in 1985. He handed over the role of Branch Manager to Mark Hinds in 2013 and now manages investment portfolios for private individuals, trusts and charities both directly
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 progressing through the final stages before being signed off as 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.