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Southampton

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 Southampton team.

About our Southampton team

Origins of the office can be traced back to the 70s, where the office was originally located in Canford Cliffs, before relocating to Wimborne in 1999 and becoming a branch of Charles Stanley in 2002. Today the team of four highly experienced Investment Managers, supported directly by our in-house Portfolio Manager, Trainee Investment Adviser and a team of dedicated administrative and secretarial staff are located in the outskirts of Southampton in Hampshire. As a small team, they pride themselves in delivering a truly bespoke, personal and friendly service. Understanding that each client is different and that regular contact is fundamental to ensuring the service is truly reflective of the aims and objectives required of our clients.

Supporting a wide range of clients, including individuals, companies, charities, trusts and intermediaries. The team manage investment portfolios including ISAs, SIPPs and other pensions as well as offering traditional investment management services. Aided by both internal and external research and guidance, the team discusses the market daily, sharing ideas concerning asset allocation and securities selection, allowing for constant supervision of our clients’ investments.

Get in touch with the team today

01202 882820

 

[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.

Southampton Office

Where to find us

Contact the Southampton Office

Vadatech House, Hounsdown Business Park, Bulls Copse Road
Southampton
SO40 9LR
United Kingdom

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01202 882820

[email protected]

Our team


David Holmes

Investment Manager

More about David

David started his career in the industry in the early 80s and specialises in the management of Private Client, Trust and Charity portfolios. In 1985 he joined Chase Manhattan Bank in the City of London just before the big bang which saw the Stock Exchange floor disappear, only to be replaced by computers. A year later he moved back to Dorset with the bank - now known as JP Morgan. Robson Cotterell persuaded him to return in 1987 just before the great Stockmarket crash. In 1990 David transferred to the Canford Cliffs office to be part of a three man team of stockbrokers which subsequently relocated to Wimborne in 1999. In 2010 David took on the role of Branch Manager and now enjoys a close working partnership with Peter Jones, Alistair Mitchell and Sean Mylchreest in the Southampton. In his spare time he enjoys the company of his wife, his two Cocker Spaniels and enjoys a good pub walk. David has a passion for skiing in the winter and is an active Rotarian, he is also proud to be a big part of the Bransgore Beer Festival which has raised over £25,000 for local and International charities.


Peter Jones

Investment Manager

More about Peter

Peter joined Charles Stanley from Gerrard Investment Management Limited (Barclays Wealth) in September 2009 where he had been a member of the Portfolio Management Team. Peter specialises in the investment of private clients' funds, charitable funds and SIPPs. He was previously a committee member and President of the Chartered Institute of Securities and Investments (CISI) South Coast Branch which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Formed in 1992 by London Stock Exchange practitioners, the Institute has more than 40,000 members in eighty-nine countries. When not working, Peter who is married with a young son, scuba dives and plays a variety of sports, notably football, golf and squash.


Alistair Mitchell

Investment Manager

More about Alistair

Alistair is an experienced private client Investment Manager having started his investment management career in the City over thirty years ago. It was a real 'baptism of fire' as it was only a few months prior to the infamous October 1987 'crash'. This and the subsequent ups and downs in the markets have provided Alistair with invaluable experience of managing portfolios in differing and difficult market conditions. Alistair is a Fellow of the Chartered Institute for Securities and Investments and manages portfolios on behalf of a range of private individuals (including SIPPs), trusts and charities.


Shelley James

Investment Manager

More about Shelley

Shelley specialises in managed portfolios for private clients, trusts and SIPPs. She began her investment management career in 1999 when she joined a small firm of Stockbrokers, Cave & Sons, whilst studying for her degree in Financial Services. Shelley joined Gerrard Investment Management in 2004, part of the Barclays Wealth and Investment Management business in Bournemouth. In June 2014, Shelley joined Charles Stanley. Shelley is a Chartered Fellow of the Chartered Institute of Securities & Investments, which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Shelley is a committee member and previous President for the local South Coast Branch. Living in North Dorset, Shelley enjoys spending time with her family, and, having recently bought an old cottage in need of renovation, any spare time is well accounted for.


Peter Cooke

Portfolio Manager

More about Peter

Peter has around 30 years’ experience in the financial services industry, having started his career in the London Stock Exchange where he became a dealer on the trading floor. Since then he has been involved in portfolio management, looking after discretionary and advisery clients, including a successful spell managing a small unit trust fund. His main role at Charles Stanley Southampton is to assist with the formulation of investment strategies and their implementation within client portfolios. He is a Chartered Wealth Manager and an associate member of the Society of Technical Analysts, and holds degrees in Accounting and International Business Economics. Outside of the office Peter may be found on some of the local golf courses, trying to improve his game. He also enjoys kayaking and dinghy sailing around Poole harbour.


Sarah Hill

Senior Administrator

More about Sarah

Sarah originally joined Charles Stanley as a Broker’s Assistant in 2008 in the Isle of Wight Office, having previously worked as a Mortgage Adviser and various other positions in Financial and Legal Services. Following a house move in 2019, Sarah re-joined the Charles Stanley Southampton Office as a Senior Administrator. A keen, but by her own admission, novice gardener, Sarah enjoys the outdoors, socialising with friends, travel , live music events and is a fair-weather camping fan in the summer months.


Deborah Randell

Administrator


Marie Hinton

Personal Assistant

More about Marie

Marie joined Charles Stanley as a Personal Assistant in 2019, having previously worked in financial services industry. Since 2014 she has worked as an Executive Assistant and holds LL.M in Law and PGDip in Business Psychology. Outside of work, Marie enjoys reading books, travelling, playing tennis and teaching her little dog new tricks.


Mark Duggan

Intermediary Sales Manager - Central South

0798 970 4022

More about Mark

Mark began his financial services career in 2001, and is a qualified ‘non-practising’ Chartered Financial Planner. He has worked for a number of major UK life offices specialising in taxation and trust work, with a wealth of experience in regulation and business development. Mark joined Charles Stanley in 2013 to provide support and help develop Charles Stanley’s intermediary service.