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Mid-England & Wales

Oxford Office

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The Charles Stanley Oxford office has an excellent team of investment professionals who are proud to work for a firm that is highly regarded by clients and industry peers alike. Our pride stems from our ability to provide professional investment advice based on a combination of in-house and external research, which allows us to form balanced opinions. We cultivate and enjoy long-lasting relationships with our clients, offering them a truly bespoke service. A large number of our clients in Oxford have been with us for many, many years.

The Oxford office looks after private clients, financial advisers, trustees of charities, solicitors, accountants, and corporate clients. We manage investment portfolios including ISAs, SIPPs and other pensions as well as offering traditional investment management services.

We look forward to welcoming you to the Charles Stanley Oxford office.

Contact the team today with the number below, fill out the form or email us directly.

01865 320000

[email protected]

Latest branch news

All branch news

: 04/05/2017

Game & Wildlife Conservation Trust - Clay pigeon shoot

Charles Stanley Oxford sponsored a local Oxfordshire Committee GWCT Clay pigeon shoot.

: 07/12/2016

Oxford office Christmas dinner

Our Oxford office have been getting into the spirit of Christmas recently, read below to find out how!

: 28/10/2015

Love is in the air

Sara Anscombe from the Oxford office becomes Mrs Cooper

Oxford Office

Where to find us

Contact the Oxford Office

Willow Court, Minns Business Park, 7 West Way, Botley
United Kingdom

View on Google Maps

01865 320000

[email protected]

Our team

A local team in the heart of Oxford 

Simon Scott-White, Chartered FCSI

Branch Manager

01865 320007

More about Simon

Simon is the Branch Manager for the Oxford office and manages portfolios predominantly for private clients, Trusts and pensions companies. He graduated with an honours degree in rural estate management from the Royal Agricultural College Cirencester in 1995. After two years Simon moved to Oxford where he joined Gerrard and in 2005 he moved to Charles Stanley. Simon and his young family live just outside of Cirencester where he is a keen supporter of community activities. Simon enjoys country pursuits, is an enthusiastic fly fisherman who also enjoys walking his dogs and shooting. Simon is a Committee member of the Oxfordshire Game & Wildlife Conservation Trust. He is also the inspiration behind the Oxford Office's Corporate Membership of the Countryside Landowner's Association.

Helen Merrington-Rust MBE Chartered FCSI

Senior Investment Manager

01865 320002

More about Helen

Helen spent 15 years in the Army, with her last job being the Army member for the 50th Anniversary of the D Day commemorations. She then moved in to private client stockbroking because, as she says, “I like dealing with people and money”. She has moved from a regional stockbroking firm to the Oxford office of Charles Stanley. She enjoys singing and is a member of the Oxford Bach Choir, skiing (badly), and her annual trip to Lourdes as a helper. Helen is a trustee of the Women's Royal Army association and a trustee of The Newman Trust.

John Shelvey

Senior Investment Manager

01865 320005

More about John

John Shelvey has a Plant Sciences degree from Oxford University. After graduating he joined Equity & Law Life Assurance Company and spent eight years as a UK equity analyst and fund manager. He then spent another eight years managing the £600 million UK equity portfolio of the Blue Circle Pension Fund before joining Majedie Investments, the self-managed quoted investment trust, assisting with the management of its global equity portfolio. In January 2004 he joined Redmayne-Bentley in Abingdon as a private client stockbroker and finally fulfilled his ambition of working in Oxford when he joined Charles Stanley in May 2014. John lives in Oxford with his wife and twelve year old son. Leisure interests include walking, cycling, food & wine and scripophily.

Sara Anscombe Chartered FCSI

Senior Investment Manager

01865 320014

More about Sara

Sara has a degree in Financial Economics from the University of Leicester, brings expertise in wealth management gained during her career with Thesis Asset Management in Guildford where she obtained the Chartered Institute for Securities & Investment's highest qualification, the Masters in Wealth Management. She then spent two and a half years in the Abingdon office of Redmayne-Bentley before the team joined Charles Stanley in May 2014. Outside the office, Sara is an active Community First Responder attending 999 Ambulance calls where there is a life threatening situation, such as a patient losing consciousness or suffering a heart attack or breathing difficulties. As volunteers based in their local communities, the aim of a CFR is to provide early basic life support ahead of the arrival of an ambulance.

Giles Arkell Chartered FCSI

Senior Investment Manager

01865 320003

More about Giles

Giles Arkell was educated at King Williams College Isle of Man. After leaving school, he spent two years with Barclays Trust Company. He then completed a Higher National Diploma in Business Studies and joined Charles Stanley in May 1984. After working as an income analyst in the London office servicing mainly institutional clients, Giles transferred to the Oxford Office in 1995. Giles lives near Oxford with his wife and two children. Leisure interests include family activities, motorcycling, skiing and gardening.

Hayley Warner ACSI

Trainee Investment Advisor

01865 320012

More about Hayley

Hayley joined Charles Stanley in February 2014 as a Branch Assistant after studying an English Literature degree in Bath. Having completed the first round of exams, Hayley has now taken on the role of Trainee Investment Adviser (the first for the Oxford office!) and is studying towards becoming a chartered FCSI. Daily duties include; assisting with research and portfolio construction for clients, client reviews, investment proposals, client liaising and attending various presentations and workshops. Hayley works alongside Giles Arkell and also has her own Execution only client base.

Heidi Feldon

Branch Assistant

01865 320013

More about Heidi

Heidi is originally from Cape Town. She moved to Ireland with her husband in 2001. She worked as a Personal Assistant in an Architectural Practice and then moved to the UK in 2011 where she worked as a Personal Assistant. She spends her spare time running after her two kids and swimming. Heidi joined the Oxford office in May 2015. Her role of Branch Assistant includes answering the phones and general administrative duties.

Ria Shepheard ACSI

Office Manager

01865 320001

More about Ria

Ria joined Charles Stanley in early 2011 after working as an insolvency administrator. Ria heads up the administration team and manages all aspects of the office including monitoring client’s suitability, assisting all Investment Managers with client matters, dealing with the Execution only trades and facility management. Ria also co-ordinates all events and seminars for the Oxford office, assisted by our Marketing department.

Amy Stoakes

Brokers’ Assistant

01865 320017

More about Amy

Originally from Herefordshire, Amy moved to Oxford in 2011 to study Mathematics at Oxford Brooks University where she graduated with a 2:2. Whilst studying she helped out in an East Oxford pub and, on the completion of her degree, went on to run it for 6 months before joining Charles Stanley in September 2016 as a Branch Administrator. More recently, Amy has changed roles and is now a Brokers’ Assistant, assisting the Investment Managers with all the administrative queries, including suitability assesments, portfolio reviews as well as liasing with clients and professionals. In due course, Amy will begin the first round of her studies to become an Investment Manager. In her spare time Amy enjoys attending literary events and art exhibitions.

Jessica Roberts

Branch Administrator

01865 320010

More about Jessica

Jessica lives in Witney, Oxfordshire. Upon completing her A levels in Maths, Economics and English Literature in 2016, she went on to start work in a local bridal shop before becoming a front of house team member at the local leisure centre. Jessica is our newest member having joined the Oxford Office in March 2017 as a Branch Assistant. Jessica provides support to the office with all administrative matters, including client queries, telephone, meetings and post duties. Jessica spends most of her spare time at the Witney 2120 Air cadet Squadron, helping out the younger community as a fighter Sergeant again furthering her skills in a range of different ways.

Victoria Moar

Branch Administrator

01865 320004

More about Victoria

Victoria completed her A Levels in English Language and Literature, Law and Religious Studies in 2016. She then worked as a bookseller at an Oxford bookshop with over three miles of books underground in the fiction and children’s section; specialising in magic realism, young adult and hygge books. Victoria joined Charles Stanley in July 2017 as a Branch Assistant; providing support in all administrative matters. In her spare time Victoria enjoys sketching and visiting local coffee shops.

John McKean FCA

Private Client Investment Manager

01865 320000

More about John

After qualifying as a Chartered Accountant, John has worked with investments all his business life; originally an apprentice stockbroker, he went on to be the investment manager of Windsor Life Assurance for 10 years and then Head of Private Clients at Perpetual plc before re-joining stockbroking at Charles Stanley in 2002. John is a keen fisherman and enjoys frequent travel to Scotland as well as cultural tours of continental Europe. He is Honorary Treasurer of a local fishing syndicate and a local charity.

Giles McKean Chartered FCSI, CeFA, CeMAP

Private Client Investment Manager

01865 320000

More about Giles

Giles manages investment portfolios for private clients, pensions, family trusts and charities. He specialises in Funds and Investment Trusts. After graduating from Leeds University, in 2006, with a degree in Accountancy and Finance, he stayed up North working for HSBC - where he completed his Financial Adviser and Mortgage Adviser qualifications. He joined Charles Stanley in 2010, completed the CISI Masters in Wealth Management in 2011 and became a Chartered Fellow of the Institute for Securities & Investment in 2013. Giles is a father of one and enjoys tennis, golf and walking in Scotland.

George Baker

Investment Manager

01865 320000

More about George

George has been employed in the Financial Services Industry since graduating from university with a degree in Economic (with Business Administration) in 1999. George worked for Invesco Perpetual in Henley on Thames prior to joining Charles Stanley in 2008. A keen sportsman in his youth - selected for the British University Athletics Team. Whilst an athletics comeback is 'pencilled in' for the Torino 2013 World Masters Games (over 35's), George accepts that future athletic medals may be limited to the fathers race at his children's school sports day!

Harminder Dhaliwal

Investment Manager

01865 320000

More about Harminder

Harminder graduated with a degree in Economics from University of Kent in 2006. After graduating she briefly worked at Prudential in their pension division before moving to Charles Stanley. She has successfully completed the CISI Masters in Wealth Management and is a Member of the Chartered Institute of Securities & Investment. Harminder manages portfolios for private clients, Charities and Trusts. In her spare time she is an active leader of her local community club and helps organise their youth projects.

Darrell Dymond

Intermediary Sales Manager - West and Wales

07989 704041

More about Darrell

Darrell joined the Charles Stanley Intermediary Sales team in March 2016. Prior to that Darrell worked at a number of high profile companies including most recently with MetLife where he spent four years as a Business Development Manager covering Gloucestershire, Wiltshire & Herefordshire as well as a number of key national accounts. Other companies represented include Towry Law, Friends Provident, Eagle Star/Zurich. Darrell’s role at MetLife was widespread, dealing in all areas of pensions and investments as well as shaping IFA businesses and providing technical support. Darrell's role within Charles Stanley is to focus on the development of Financial Adviser business across Oxford, Bath, Bristol, Wiltshire & South Wales working closely with the Investment Managers in the Oxford, Cardiff, Bath & Cirencester offices. Outside of work Darrell is married to Lyn with adult children Kelly and Russell. Darrell enjoys all sports especially golf, rugby, cricket and walking his German Shepherd “Seve” (see the golf link). Darrell has successfully completed the “3 Peaks Challenge Ben Nevis, Scafell Pike & Snowdon in 24 Hours” and Cheltenham Rotary Club “Cheltenham Circular Walk 26 miles”.