Become a Client My Account. Plymouth has an outstanding team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike.

Our pride stems from our ability to provide professional investment advice and management whilst benefitting from combined in-house and external research to form balanced opinions. This enables us to act with full autonomy when considering investment advice and bespoke portfolios for our clients, with whom we cultivate and enjoy long lasting relationships.

A large proportion of our clients in Plymouth have been with us for many, many years. The 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.

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Limited 1A The Crescent Plymouth Devon PL1 3AB United Kingdom. Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. Limited is one of the leading wealth management companies in the UK, dedicated to serving the private investor.

Our principal business remains as it was a century and more ago - the provision of a traditional, high quality service to the discerning private investor. SIPPs and ISAs can be a highly efficient way to manage your investments. Properly measured and fitted to you they can be a major advantage in your portfolio.

Our award-winning Investment Management Services, tailored to meet the personal requirements of your clients.

Our overriding aim is to build Charles Stanley over the longer term and thereby maximise the return to our shareholders. We take asset allocation decisions to choose whether to be in cash or property, equities or government bonds, or in a mixture of these. Pan Asset concentrates on constructing highly diversified investment strategies, actively managed through our Dynamic Asset Allocation process.

We do not believe one size fits all. Skip to main content. Branch become a client link - Plymouth Become a Client My Account. Secondary menu My Account. You are here Home. Branch single page Private investment services in Plymouth regional office: We look forward to wecloming you to the Plymouth office of Charles Stanley.

Judith Cook - Branch Manager.

Alex Palmer-Samborne Investment Advisor. Alex joined the Plymouth branch of Charles Stanley in 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. Further to a career in the Women's Royal Naval service, Gina worked in Sales and Marketing before joining Charles Stanley in 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.

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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 which became part of Charles Stanley in Jenny carried on her studies whilst working with private clients and gained her Securities Institute Diploma.

Plymouth | Charles Stanley

Jenny is now a Chartered Fellow of the Chartered Securities Institute. In 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. John joined Charles Stanley in 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. 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. 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 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.

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She enjoys skiing, tennis and spending time with her family. Simon Lloyd Intermediary sales manager — South West. Stephen Blackford Investment Manager. Stephen joined Charles Stanley in 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. 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. Added to make the container flexible Optional. Greg Humphries Senior Financial Planner. Service detail icons Our investment management services.

Inheritance Tax Portfolio Services. Charities, Trusts and Foundations. Footer text Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. Floating footer risk warning Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.

Our History - Into the 20th Century Into the 21st Century. Investment Services Our principal business remains as it was a century and more ago - the provision of a traditional, high quality service to the discerning private investor. Pensions The Charles Stanley Alpha SIPP.

Individual Savings Accounts ISAs ISAs Junior ISA. Intermediaries Our award-winning Investment Management Services, tailored to meet the personal requirements of your clients.

MM Intermediaries col1 Our services Bespoke Investment Management DFM Model Portfolio Service Multi-Manager Portfolio Service Dynamic Passive Portfolio Service. Investor Relations Our overriding aim is to build Charles Stanley over the longer term and thereby maximise the return to our shareholders.

Contact Us Head Office Online Enquiry Form Media Enquiries The Quality of our Service. Investment Services Our award-winning Investment Management Services, tailored to meet the personal requirements of your clients.

INTERMEDS MM - col1 Invest Services Bespoke Investment Services DFM Model Portfolio Service Multi-Manager Portfolio Service. INTERMEDS MM - col2 Invest Services Platform Strategies Court of Protection Dynamic Passive Portfolio Service Fusion Members. About Us Our History Our People Why Choose Pan Asset?

Pan mega one How we invest We take asset allocation decisions to choose whether to be in cash or property, equities or government bonds, or in a mixture of these. Philosophy The Case for Asset Allocation Asset Allocation Principle The Case for Index Tracking ETFs Overview Advantages of ETFs. Global and Pacific-Centric Attitude to Risk Reduce Complexity Portfolio Calculators PAP Calculator PPC Calculator. Investment Services Pan Asset concentrates on constructing highly diversified investment strategies, actively managed through our Dynamic Asset Allocation process.

For Clients We do not believe one size fits all. Private Clients Is this you? What we can offer Your Needs Identified Benefits For You Pension Funds Trustee Zone Consultant Zone Dynamic Asset Allocation Active or Passive? Charities The Trustee's Dilemma Our Approach Benchmarks What we can offer Family Offices Insurance Companies Financial Advisers.