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Oxford

Secure your financial future

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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.

Book your free consultation

Complete the form to arrange your consultation with a member of our Oxford team.

About our Oxford team

A team of excellent financial planners and investment professionals who are proud to work for a firm that is highly regarded by clients and industry peers alike. Their pride stems from their ability to provide tailored financial plans and investment services for their clients, to give them financial peace of mind now and in the future.

Supporting a wide range of clients, from individuals, financial advisers, trustees of charities, solicitors, accountants, and corporate clients; the team specialise in providing financial advice and a traditional investment management service, managing  ISAs, SIPPs and other pensions. The team seeks to cultivate long-lasting relationships with their clients, offering them a truly bespoke service; with many of their clients being with us for many, many years.

Get in touch with the team today

01865 320000

 

[email protected]

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.

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]

A welcome from our Oxford branch manager

Our team


Simon Scott-White, Chartered FCSI

Branch Manager

0186 532 0007

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

Senior Investment Manager

0186 532 0014

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.


Giles Arkell

Senior Investment Manager

0186 532 0003

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

Senior Investment Manager

0186 532 0000

More about Giles

Giles graduated from Leeds University with a degree in Accountancy and Finance in 2006. He started his career in Financial Services in 2008, joining HSBC, and moved to Charles Stanley in 2010. He completed the CISI Masters in Wealth Management in 2011 and became a Chartered Fellow of the Institute for Securities & Investment in 2013.


George Baker Chartered FCSI

Senior Investment Manager

0186 532 0000

More about George

George has been employed in the Financial Services Industry since graduating from university with a degree in Economics (with Business Administration) in 1999. George worked for Invesco Perpetual in Henley on Thames prior to joining Charles Stanley in 2008.


Richard Elliott

Certified 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

Investment Manager

01865 320018

More about Rebecca

Rebecca’s career in financial services began in 2011. For the first part of her career, Rebecca worked for a company that provided investment administration and custody solutions to Investment Managers. It was during this time spent with the Investment Managers, that Rebecca took an interest in the stock market. Rebecca decided to join Charles Stanley in 2015 and has now completed the Investment Operations Certificate, the Investment Advice Diploma and the Level 7 Wealth Management Diploma. In 2017 Rebecca became a Chartered member of the CISI. Rebecca enjoys the technical side of the role, including building portfolios, researching investments and the macro environment but she also enjoys building relationships with clients and professionals. Rebecca has held many events in and around Oxford including educational seminars, ladies events and presentations in conjunction with other professionals.


Ria Shepheard ACSI

Office Manager

0186 532 0001

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 has recently completed a Diploma in Leadership and Management, gaining a Merit. She coordinates all events and seminars for the Oxford office and manages all aspects of the office including monitoring client’s suitability, assisting with client matters, trading and Facilities management. In her spare time, Ria enjoys baking – being dubbed the ‘Mary Berry of Charles Stanley!’. She is a fan of all sports, her favourite’s being football, NFL & Cricket 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.


Jess Dawson

Investment Managers Assistant

0186 532 0010

More about Jess

Jess 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 Administrator and has recently taken on the role of Investment Manager’s Assistant, providing support to two of our Investment Managers with all administrative matters, including client queries, reviews and portfolio monitoring. 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.


James Huntington

Paraplanner

0186 532 0011

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.


Sally Luckhurst

Office Assistant

0186 532 0000

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.


Marie Lawrence

Intermediary Sales Manager - Thames Valley

0186 532 0017

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.