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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]

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A welcome from the Charles Stanley Oxford branch manager

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
Oxford
OX2 0JB
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 as well as an Investment manager looking after private clients, Trusts and Charities. He graduated with an honours degree in Rural Estate Management from the Royal Agricultural College Cirencester in 1995. After graduating he worked for an asset financing company until he joined Capel Cure Sharp at the height of the tech boom, this company was then merged into Gerrards which later was blended into Barclays Wealth. In 2005 Simon joined the Charles Stanley Oxford team and he was promoted to Branch Manager four years later.


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 started his career with Barclays Trust Company after leaving school in 1978 and joined Charles Stanley in 1984 working as a dividend analyst looking after institutional clients in the London office. The Oxford office opened in 1994 and Giles relocated in 1995. He is now one of the longest serving staff members and looks after private clients, trusts, and charities.


Giles McKean Chartered FCSI

Senior 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 Chartered FCSI

Senior 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!


Richard Elliott

Financial Planner

0186 532 0019

More about Richard

Richard joined Charles Stanley as a Financial Planner in July 2019. He was formerly a Financial Planner for over 21 years with Church’s Financial Planning Ltd , an IFA based on the outskirts of Farnham, Surrey. Richard specialises in providing lifestyle financial planning to help clients understand their ‘why’ and to work out what they need to consider for now and the future to achieve financial independence. Richard is married with a young daughter and son, and in order to stay active enjoys walking the 2 dogs along with the occasional attendance of the weekly kung fu class.


Rebecca Stein

Trainee Investment Adviser

01865 320018

More about Rebecca

Rebecca has worked in the financial services sector since 2011, joining Charles Stanley as a Trainee Investment Adviser in May 2014. In 2013 Rebecca completed the CISI qualification in Investment Operations and in August 2016 she completed the Diploma in Private Client Advice. Rebecca is now studying towards her final investment management exams. Rebecca lives just outside of Fernham and in her spare time enjoys trips up to Scotland to spend time with her family, socialising with friends and having Summer weekends away to Sandbanks.


Hayley Warner ACSI

Trainee Investment Adviser

01865 320012

More about Hayley

Hayley graduated from Bath with an English Literature Degree in 2012. She joined Charles Stanley in February 2014 and has completed the CISI Level 3 Certificate in Investment Operations and the CISI Level 4 Diploma in Investment Advice. She is currently studying towards the CISI Masters in Wealth Management to become a Chartered Fellow of the Chartered Institute for Securities and Investments. On weekends in between studies, Hayley spends time catching up with friends, watching live music and has been known in the past to take to the stage herself as a singer in a soul band!


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 in the Oxford office and is currently undertaking a Diploma in Leadership and Management. She coordinates all events and seminars for the Oxford office, assisted by our Marketing department, and manages all aspects of the office including monitoring client’s suitability, assisting Investment Managers with client matters, trading and Facilities management. In her spare time, Ria enjoys baking – being dubbed the ‘Mary Berry of Charles Stanley!’ and spending time with friends and family. She is a fan of all sports, her favourites being football, NFL and enjoys clay pigeon shooting on a weekend. Ria is a history lover, especially the Tudor reign, and enjoys visiting historical sites around the country when she can.


Jessica Roberts

Office Assistant

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 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 calls and meetings. Jessica spends most of her spare time at the Witney 2120 Air cadet Squadron, helping out the younger community as a Sergeant again furthering her skills in a range of different ways.


David Hamilton-Stubber

Senior Investment Manager

01865 320000

More about David

David has re-joined Charles Stanley having left the company following the merger of the Newbury office with Oxford in 2016. Prior to this he had already been with Charles Stanley in Newbury for over 22 years as an Investment Manager looking after private clients, trusts and charities and has now returned to continue managing client’s investments after two years with St. James’s Place Wealth Management. Out of the office David enjoys many country pursuits, as well as skiing, travelling and chocolate!


Beckie Stewart

Office Assistant

01865 320000

More about Beckie

Beckie lives in Witney, Oxfordshire. Upon completing her Level 2 and 3 NVQ in Complimentary Beauty Therapy and Holistic Massage, she then went on to start a private Executive PA and Business Course at Oxford Media and Business School. Where she was trained in all the areas of PA work. Beckie is our newest member having joined the Oxford Office in May 2018 as a Branch Administrator. Beckie provides support to the office with all administrative matters, including client queries, telephone calls, meetings and post duties. In her spare time, Beckie enjoys going to the theatre, shopping in London and is occasionally seen gliding down the runway during Fashion Week. She also likes travelling and often spends weekends away solo or with the girls to cities in and out of the UK.


Luke Horvath

Trainee Investment Adviser

01865 320000

More about Luke

Luke joined Charles Stanley in July 2018 having relocated from Warwick, from the Investment Management team at Redmayne Bentley where he completed the CISI Level 6 Certificate in Private Client Investment Advice & Management. He is currently studying towards the CISI Masters in Wealth Management to become a Chartered Fellow of the Chartered Institute for Securities and Investments. Outside of the office and between his studies, Luke is a keen hockey player, cyclist and skier. He also enjoys walking with his family in Northumberland.


James Huntington

Paraplanner

01865 320011

More about James

James is a Business Studies graduate and holder of both CII Level 4 Diplomas in Financial Planning and Regulated Financial Planning. With a wealth of paraplanning experience, James covers all research areas of pensions, protection, investment management, taxation and Trusts. In processing the personal information provided during client meetings, James is able to research the best solutions that meet clients’ individual financial needs and translate this into bespoke reports and supporting evidence for consideration by our clients. He also undertakes analytical work including cash flow forecasting, asset allocation and investment modelling.


Marie Lawrence

Intermediary Sales Manager - Thames Valley

01865 320017

More about Marie

Marie has recently joined Charles Stanley from Prudential, where she spent the last 8 years as a business development manager. She has over 25 years’ experience in the industry, starting out as an adviser before moving into the intermediaries market. In that time she has worked with a number of high profile companies, including Scottish Amicable, Aegon and Zurich. Marie has 2 boys and enjoys arthouse cinema and music in her spare time.


Ian Brookes CFP Chartered MCSI DipPFS

Financial Planner

01865 320000

More about Ian

Ian is a Financial Planner who has over 18 years of experience in financial services. In 2011 he achieved the Certified Financial Planner (CFPTM) Qualification, which is the only globally recognised mark of excellence in Financial Planning. He specialises in providing bespoke lifestyle financial planning advice and solutions to individuals, families, Trustees, Attorneys, and business owner / managers. He firmly believe that all clients benefit from having a comprehensive financial plan and is passionate about putting the client’s objectives at the heart of the financial planning process in order to fully understand what they wish to achieve during their lifetime.


Olivia Matthews

Office Assistant

01865 320000

More about Olivia

Olivia joined the office in March 2019 as the newest member of the team. Alongside her work with Charles Stanley, Olivia studies part time at the City of Oxford College . Olivia has an extensive background in retail management and supports the team with all administrative duties including client queries, telephone calls and meeting and post duties. Outside of the office, Olivia volunteers as a creative for a local marketing firm, and also enjoys volunteer dog walking with the Oxford Animal Sanctuary.


Sally Luckhurst

Office Assistant

01865 320000

More about Sally

Sally joined the Oxford team in 2019 as a Part Time Branch Administrator. She lives near Thame with her 2 children. When not at Charles Stanley you will usually find Sally stood by the side of a football pitch or a swimming pool. She enjoys country walks with her children and their Border Collie, Snowboarding and weekends away.