Rebecca Stein

Investment Manager

About

Rebecca has worked in the financial services industry since 2011. For the first part of her career, Rebecca worked for a company that provided investment and custody solutions to Investment Managers. It was during this time spent with the Investment Managers, that Rebecca took an interest in the stock market and so she decided to join Charles Stanley a few years later.

Rebecca is qualified in the Level 7 Chartered Wealth Manager Qualification; this is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients.

Organisation

Content

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.

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.

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.

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.

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.

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.