About
Ria joined Charles Stanley in early 2011 after working as an Insolvency Administrator. Ria heads up the Administration Team in the Oxford office and has recently completed a Diploma in Leadership and Management, gaining a Merit. She coordinates all events and seminars for the Oxford office and manages all aspects of the office including monitoring client’s suitability, assisting with client matters, trading and Facilities management. In her spare time, Ria enjoys baking – being dubbed the ‘Mary Berry of Charles Stanley!’. She is a fan of all sports, her favourite’s being football, NFL & Cricket and enjoys clay pigeon shooting on a weekend. Ria is a history lover, especially the Tudor reign, and enjoys visiting historical sites around the country when she can.Organisation
Content
Autumn Budget 2021 – the impact on personal finances...
What did the Chancellor have in store for us in his red box?
Rethinking Vulnerability
Where do we now find ourselves? It feels that the very definition of vulnerability is shifting.
Rethinking Vulnerability
Where do we now find ourselves? It feels that the very definition of vulnerability is shifting.
10 reasons your 50s could be your most important...
Your 50s can often be a pivotal decade in your financial life. Thoughts around retirement (or not!), leaving or creating a legacy, a changing financial environment (grown-up kids perhaps) can all occur during this decade. For some clients in their 50s, retirement is the last thing on their mind.
Inflation hedging strategies: How to protect your portfolio from...
Rebecca Stein, Investment Manager at Charles Stanley Wealth Managers, discusses inflation hedging strategies and how to protect your portfolio.
Do crypto assets deserve a place in your portfolio?
Vertiginous rises in prices of cryptocurrencies such as Bitcoin have piqued the interest of many investors. But be under no illusion, this is a very risky place to put your money.
Investment Strategies with Charles Stanley
Ria Shepheard in conversation with Investment Manager Rebecca Stein of Charles Stanley Wealth Managers. Join them as they provide top tips for your investment strategies.
Investment Strategies with Charles Stanley
Ria Shepheard in conversation with Investment Manager Rebecca Stein of Charles Stanley Wealth Managers. Join them as they provide top tips for your investment strategies.
Your Finances in 30 Minutes
On this episode of The Business Brunch, we are joined by experts Ria Shepheard, Garry White and Giles McKean from Charles Stanley Wealth Managers as they discuss inflation and the impact on consumables, interest rates and their impact on individuals and the global economy, savings versus investments and an overview of equity investments.
Your Finances in 30 Minutes
Join experts from Charles Stanley Wealth Management as they discuss inflation and the impact on consumables, interest rates and their impact on individuals and the global economy, savings versus investments, and an overview of equity investments.
Your Finances in 30 Minutes
Join experts from Charles Stanley Wealth Management as they discuss inflation and the impact on consumables, interest rates and their impact on individuals and the global economy, savings versus investments, and an overview of equity investments.
Looking for a job in the future? Try the...
Skills and competencies that drive, interpret, and respond to the behaviours of people will dramatically increase in demand.
International Women’s Day – 8th March 2021
To celebrate International Women’s Day we ran two special editions of The Business Brunch as we were joined by a cross-section of inspirational women from the B4 community as they discussed their own personal experiences and challenges within the workplace, both positive and negative.
All Aboard – Women in Leadership
Join us in discussing how women are overcoming the challenges to their career progression, imposter syndrome, and the gender pay gap whilst celebrating the achievements of women in business.
All Aboard – Women in Leadership
Join us in discussing how women are overcoming the challenges to their career progression, imposter syndrome, and the gender pay gap whilst celebrating the achievements of women in business.
The 9 Building Blocks For Recovery
We’re definitely not out of the woods yet but we’re certainly in a position to start ‘cautiously’ planning for the future. Representatives from B4’s Professional Services Hub got together to discuss what advice they’re giving their clients to build the foundations for recovery and what they’re doing in their own businesses to get in shape to hit the ground running.
The challenges ahead on the road to recovery
The path to recovery will not be easy. Decision making by central bankers and politicians in 2021 is arguably more significant than they were in 2020 because they are so finely balanced.
Reducing Inheritance Tax by Investing in AIM Shares
The Alternative Investment Market’s (AIM) success over the past year has made it increasingly difficult for equity investors to ignore. AIM is the London Stock Exchange’s (LSE) market for smaller, growing companies which are at different stages of development.
Wealth today and tomorrow
I’ve been helping Rebecca organise her money following the death of her father, who had also been one of our clients.
Is now the time to take control of your...
2020 was a year of uncertainty for us all. We awaited the outcome of the US election, we didn’t know if a Brexit deal could be agreed in time, and the Covid-19 pandemic caused sharp falls in share prices across the globe.
B4 Professional Services Day
It’s B4 Professional Services Day at B4. So we’re highlighting some recent and not so recent articles and press releases posted by B4 members over the past year or so.
B4 Equality, Diversity & Inclusion Day
It’s B4 Equality, Diversity & Inclusion Day at B4. So we’re highlighting some recent and not so recent articles and press releases posted by B4 members over the past year or so.
You better be ready for the ‘green revolution’
The environment may be the biggest winner of the US presidential election, as the vote could flip US policy on its head. Low-carbon energy – and investors in the technology that makes it possible – may be nearing their time in the sun.
B4 Professional Services Day
It’s Professional Services Day at B4 so we’re highlighting some recent and not so recent articles and press releases posted by B4 members over the past year or so.
How profit extraction requires careful consideration by owner shareholders...
If you are an owner / shareholder of an SME (small and medium-sized enterprises) there could be a good argument in favour of making pension contributions in addition to or instead of drawing a dividend.
ESG Investing in an Uncertain World with Rebecca Stein...
Sara and Rebecca, from the Charles Stanley Oxford Investment Team, will be covering the key considerations of ethical investing and outlining areas that may not be obvious at the outset to investors.
Positive Steps to Recovery With… Charles Stanley – Keeping...
1. Pulling Together – we have created Charles Stanley Community designed to help support staff and clients – this has helped self-isolating clients during lockdown…so we had staff supporting clients and clients supporting clients.
Implementing our business continuity plan
The COVID-19 situation in the UK has caused a great deal of uncertainty for investors. The FTSE 100 lost around 30% of its value from the beginning of February to the fourth week in March.
Charles Stanley ESG diaries video: Investing in the ‘G’...
It is sensible for all investors to consider governance factors, whether they think of themselves as socially responsible or not.
Charles Stanley ESG diaries video: Investing in the ‘S’...
Factors affecting the quality of life in society are an important component of socially responsible investing.
Charles Stanley ESG diaries video: Investing in the ‘E’...
An important part of socially responsible investing is assessing environmental impact.
Watch the Charles Stanley ESG diaries video
The world is facing huge challenges – climate change, water scarcity and ecological degradation. Lots of us want to do our bit for the environment, whether it is recycling, avoiding single-use plastic or reducing our carbon footprint.
Charles Stanley Budget reaction
It’s great news that the Junior ISA (and Child Trust Fund) allowance has been increased to £9,000. This move will help families build significant nest egg for their children’s future, whether eventually used for higher education or a house deposit.
There was a lot of spending but where were...
The root and branch review of the fiscal framework looks interesting and could imply austerity is well and truly over in the light of low interest rates.
Empowering Women – Diversity Is Key
More frequently than ever, women are returning to work after having children and juggling a work life balance. However, despite a lot of companies offering flexible working arrangements, there still remains a lack of women working in the financial sector.
B4 met with Ria Shepheard and Simon Scott-White of...
The Charles Stanley Oxford office has an enthusiastic team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike. They offer a comprehensive service to private clients, trusts and charities, advising on managing, buying and selling stocks, shares, unit trusts and a wide range of other financial instruments.