B4 met with Ria Shepheard and Simon Scott-White of Charles Stanley...

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.

Enabling profit with a purpose

In 2015, at an historic UN summit, world leaders adopted the 17 Sustainable Development Goals (SDGs) as part of the 2030 Agenda for Sustainable Development. The SDGs aim to transform our world across the most pressing global challenges; from no poverty and zero hunger, to reduced inequalities and quality education.

The Leadership legacy at Wellers

At the start of 2019, my colleague Christina Nawrocki took over from Kathleen Parker as Wellers’ new Managing Partner. She has become just the second woman to occupy the role in our firm’s 75 year history. This represents a further, progressive development in our culture and values.