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Plymouth

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 Plymouth team.

About our Plymouth team

Established in 1997, the office is home to an outstanding team of investment professionals who are proud to work for a firm that is highly regarded by both clients and industry peers alike. The team seek to cultivate long-lasting relationships with their clients, offering them a truly bespoke service; many of which have been clients for many, many years. Supporting a wide range of clients, including individuals, financial advisers, trustees of charities, solicitors, accountants, and corporate clients. Providing traditional investment managing services, managing; ISAs, SIPPs and other tax-efficient savings.

Get in touch with the team today

01752 666661

 

[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.

Plymouth Office

Where to find us

Contact the Plymouth Office

1st Floor, 11 Whimple Street
Plymouth
PL1 2DH
United Kingdom

View on Google Maps

01752 666661

[email protected]

The Plymouth Team


Gina Maidment

Investment Manager

0175 267 5683

More about Gina

Further to a career in the Women's Royal Naval service, Gina worked in Sales and Marketing before joining Charles Stanley in 1998. She is an experienced Investment Adviser and looks after Private Individuals, Trusts, Charities and Corporate Clients. She lives with her family on the edge of Dartmoor and enjoys walking, cooking and spending time with family and friends.


John Stewart

Investment Manager

01752 675684

More about John

John joined Charles Stanley in 2005. John is a Fellow of the Chartered Securities Institute and holds the Securities Institute Diploma. John manages portfolios for Charities, Trusts and private clients. In his spare time he enjoys sailing and is a keen club tennis player.


Judith Cook

Investment Manager

0175 267 5685

More about Judith

Judith is the Manager of the Charles Stanley Plymouth office and her career in the stockbroking industry has spanned thirty years. She is a Fellow of the Chartered Institute for Securities and Investment as well as a member of the Personal Finance Society and the CII. Judith specialises in private client investment management on both a discretionary and advisery basis. In her spare time she acts as Trustee for several charities, mainly those that seek to assist young people.


Rachel Homewood

Investment Manager

0175 267 5686

More about Rachel

Rachel has been working for Charles Stanley in Plymouth since 1999, following graduation. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Securities Institute Diploma. She manages a variety of Portfolios, including Private Client’s General Accounts, ISAs & SIPPs plus Charities, Corporate accounts and Offshore Bonds. Outside of work Rachel enjoys travelling, watching tennis and skiing.


Stephen Blackford

Investment Manager

0175 267 5688

More about Stephen

Stephen joined Charles Stanley in 1998 having previously been a stockbroker and pension manager in Manchester. In his spare time, Stephen enjoys running with City of Plymouth AC, mountaineering and coast scrambling.


Tracy Smith

Investment Manager

01752 675693

More about Tracy

Tracy’s career in the stockbroking industry has spanned thirty years. She is a Chartered Fellow of the Chartered Institute for Securities and Investment as well as a member of the Personal Finance Society and the CII. Tracy specialises in private client investment management on both a discretionary and advisery basis. In her spare time she enjoys walking her 4 dogs and going to the theatre.