Jonathan Baker Email & Phone Number

A truly bespoke investment service because no two clients are alike, When we meet a client for the first time we start with a blank piece of paper, because no two clients are the same and we take the time to get to know you to assess exactly what you require. Only then do we start the process of offering the most suitable investment advice.We currently help private clients, trustees of charities, solicitors & accountants, intermediaries and institutions. As well as stockbroking and investment management we also have expertise in Self Invested Personal Pensions, stocks and shares ISAs and Inheritance Tax planning.The Leeds office of Charles Stanley has a great team of investment professionals working within an excellent and highly regarded firm. Charles Stanley can trace its roots back over 200 years to a banking partnership in Sheffield and we are proud to be associated with our Yorkshire heritage.It is this ethos that helps us to build a truly bespoke personal client portfolio, where the decisions are made locally and we get to develop a long term relationship built on trust and respect. We are based in the heart of Leeds and everyone in the branch lives and breathes the county.If you are interested in what we have to offer please feel free to connect with me.

Listed skills include Asset Allocation, Inheritance Tax Planning, Financial Planning, Discretionary And Advisory Portfolio Management, and 7 others.

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  Director Of Pcim

  Charles Stanley

  Apr 2008 - Present

  Director of Private clients with responsibility for a number of the Charles Stanley’s branches, I also look after a large bank of my own clients and maintain relationships with professionals in the region.