Above page content

    Site map  Cookie policy

South West

Plymouth Office

Some intro text here only showing in homepage mode.

The Charles Stanley Plymouth 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 a traditional investment management service.

The Charles Stanley Plymouth office has 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. 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 Plymouth have been with us for many, many years.

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


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

01752 666661

[email protected]

Latest branch news

All branch news

: 15/10/2014

Investment Managers reunite in Plymouth

Charles Stanley is delighted to announce the arrival of Tracy Smith to the Charles Stanley Plymouth Office, rekindling a business relationship that stretches back some 30 years...

: 19/12/2013

Charles Stanley sponsors soloist at Plymouth Philharmonic

The Plymouth Office were delighted to welcome guests at The Treasury to hear the Plymouth Philharmonic Orchestra...

: 19/12/2013

The Plymouth Office are proud to support...

Charles Stanley's Office in Plymouth support many charities, causes and events in the local community - here's a snapshot of our involvement

The Plymouth Team


Alex Palmer-Samborne

Investment Advisor

01752 675691

More about Alex

Alex joined the Plymouth branch of Charles Stanley in 2011 after 10 years in London and currently manages funds on an advisory basis for private individuals. Alex holds the Private Client Investment Advice and Management diploma and is an Associate of the Chartered Securities Institute.


Gina Maidment

Investment Manager

01752 675683

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 Advisor 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.


Jenny Moriarty

Investment Manager

01752 675687

More about Jenny

Jenny started her stockbroking career straight from Greenwich University where she had gained a B A (Hons) in Business Studies. Jenny was initially employed by Shaw and Co London in 1995 which became part of Charles Stanley in 1997. Jenny carried on her studies whilst working with private clients and gained her Securities Institute Diploma. Jenny is now a Chartered Fellow of the Chartered Securities Institute. In 2003 Jenny moved to France and it was on her return to England that she joined the Plymouth office of Charles Stanley. Jenny is now an Investment Manager looking after mainly private clients portfolios including SIPPS and ISAs.


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

01752 675685

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 advisory basis. In her spare time she acts as Trustee for several charities, mainly those that seek to assist young people.


Rachel Homewood

Investment Manager

01752 675686

More about Rachel

Rachel is from a Westcountry family and went to school in Devon. Later she went onto read Finance at University in Bristol and obtained a BA (Hons). In 1999 Rachel joined Charles Stanley Plymouth and has since acquired extensive experience in investment management, she is a Chartered Fellow of the Chartered Securities Institute, and is a holder of the Securities Institute Diploma. Rachel manages Charities, SIPPs, ISAs, Overseas Bonds and general portfolios for private clients. She enjoys skiing, tennis and spending time with her family.


Stephen Blackford

Investment Manager

01752 675688

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 advisory basis. In her spare time she enjoys walking her 4 dogs and going to the theatre.

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]

Financial Planning


Greg Humphries

Senior Financial Planner

01752 502808