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South West

Southampton Office

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The Charles Stanley Southampton office is situated on the outskirts of Southampton in Hampshire. Despite only moving to the Southampton in 2017, the roots of the office can be traced back to the 70s where the office was originally established in Canford Cliffs, before relocating to Wimborne in 1999 and becoming a branch of Charles Stanley in 2002.

We provide a comprehensive service to our clients, catering to private clients, companies, charities, trusts and intermediaries. We manage investment portfolios including ISAs, SIPPs and other pensions as well as offering traditional investment management services.

As a small team we pride ourselves in delivering a truly bespoke, personal and friendly service. We believe that each client is different and that regular contact is fundamental to ensuring our service is truly reflective of the aims and objectives required of our clients.

The office is made up 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. 

The team discusses the market every day, sharing ideas concerning asset allocation and securities selection, allowing for constant supervision of our clients’ investments. We are aided by both internal and external guidance, including the excellent research publications from our London team. We truly believe that you would be hard pressed to find a better service elsewhere.

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

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

01202 882820

[email protected]

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Southampton Office

Where to find us

Contact the Southampton Office

Vadatech House, Hounsdown Business Park, Bulls Copse Road
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.

Sean Mylchreest

Investment Manager

More about Sean

Sean embarked upon his career in financial services in the mid-90s initially, for a short time, in life assurance, before moving into investment management. He has been an Investment Manager with Charles Stanley since January 2001 and prior to that with Rathbones. For eight years, he managed the Isle of Wight branch of Charles Stanley before moving to the Southampton office. Sean is passionate about providing the best possible service to his clients; seeing good customer service as a key element to his job. In his leisure time, Sean enjoys sailing and is on the water at least once a week during the season. He is also honing his golf skills (time permitting!) in between dog walking and gardening.

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.

Ethan Davies

Trainee Investment Adviser

More about Ethan

Having graduated from Bournemouth University with a degree in Finance, Ethan completed an internship with Gore Brown Investment Management before joining Charles Stanley in January 2017. Ethan is currently working towards his professional qualifications, with the end goal of becoming an Investment Manager. Away from the office Ethan enjoys good food and a variety of sports, most notably football.

Perry Whitmarsh

Trainee Investment Adviser

Julie Gardner


More about Julie

Julie has worked in the Financial Services industry for over 25 years having spent the first 20 of these years working for Barclays. In 1989 she joined Barclays as a secretary and then after 15 years moved on to Barclays Wealth in Westbourne in Dorset. Following redundancies she then took a job with Charles Stanley in the Wimborne office and since joining has broadened her knowledge of administration duties. Julie lives locally in Poole and enjoys walking and gardening outside of work.

Nicola Smith

Quality Assurance and Risk Officer

More about Nicola

Nicola joined Charles Stanley in January 2014 as Quality Assurance and Risk Officer. She has spent over 25 years working for various financial institutions in the City before moving to the Isle of Wight in August 2013 to spend more time on gardening and dog walking. Nicola graduated from the University of London with an honours degree in French and German.

Christine Lawless


More about Christine

Christine is the newest member to the Southampton office. Prior to this she worked within the HSBC Investment Centre for 6 years handling all New Business that came in. Christine moved to Charles Stanley with the goal of broadening her knowledge and experiencing different sectors of the financial industry. In Christine’s spends her spare time with her 6 year old daughter and she also enjoys watching live music and going to the gym.

Deborah Haynes


More about Deborah

Debbie joined as an Administrator for the Wimborne office shortly before the move to the Southampton in 2017. She lives in Wimborne with her husband and two young children, so doesn’t get too much time for hobbies, though enjoys reading, walking, and swimming.

Mark Duggan

Intermediary Sales Manager - Central South

07989 704 022

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.