New Office
Charles Stanley Merges Oxford, Reading Offices

The new office was opened in late November.
UK wealth manager Charles Stanley
has opened a new office in Botley, just outside of
Oxford. The new office moved and merged the old Oxford and
Reading offices, creating a new operation in a bid to
meet its clients’ needs.
The new office was opened in late November, and provides clients
with a range of wealth management services, the firm said in a
statement.
Simon Scott-White is the branch manager for the new Charles
Stanley Oxford branch.
The Charles Stanley Oxford office has nine investment managers,
an intermediary sales manager to look after regional IFA’s,
internal financial planning and support staff, which makes a
total of 18 employees.
The firm said that it is looking to recruit a new support team
member for the new office.
“We are committed to our network of offices across England, Wales
and Scotland, and see being part of local communities as being
important for our ongoing success,” said Gary Teper, head of
Charles Stanley’s private client investment management division.
“That said, we also see the huge benefits of having offices which
have critical mass and scale to ensure the highest levels of
customer service. Bringing together the two high quality teams
from Oxford and Reading is a logical step that will enhance both
teams and support even better customer care. We have ambitions to
further grow and enhance our presence in the region”
Scott-White said: “Both our Reading and Oxford offices were
restricted by their locations. Parking was inadequate, meeting
room space was restricted and neither office was ideally
structured for the infrastructure implementation that our
business needs today. By merging the two offices we have
created a regional hub that is better suited to the needs of our
clients and a modern wealth management business. Our new office
is located just outside of Oxford, offers great square footage,
modern facilities, more meeting rooms, is easier to access and
closer to many of our professional colleagues in accountancy and
law that are based nearby.”
In November, this publication
reported that Charles Stanley had appointed Shelby
Bonham-Lloyd as head of paraplanning for the South, and Mia
Kahrimanovic as a financial planner based in London.