Keith Stockdale is the co-founder and joint Director of Stockdale Asset Management. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management and Derivatives and also Fellow and Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients and advising on all aspects of wealth management.
In his downtime he enjoys spending time with his horses and showjumping.
Yvonne has been a part of Stockdale Asset Management since 2009. She holds CII qualifications FP1,2&3 CF4&5, JO1 and RO2. Although she carries out various portfolio administration duties, her primary responsibility is to arrange and administer the discretionary managed Self Invested Personal Pensions (SIPPs).
When not at work Yvonne loves travelling and meeting new friends. She also enjoys walking, cycling, tennis, and reading.
Becky joined Stockdale Asset Management in February 2014 after graduating from Plymouth University with BSc Hons in Mathematics and an MSc in Computer Science. In 2016 Becky achieved her Diploma in Investment Advice before becoming Individually Chartered in 2018. She is now working towards a second Diploma in Regulated Financial Planning.
Becky works as a Portfolio Administrator as part of the Stockdale Asset Management team and is responsible for the day to day management of the portfolios as well as writing reports and fund switch recommendations. She also works alongside Alan in the creation and monitoring of our bespoke investment models.
In her spare time Becky enjoys spending time with her family including her French Bulldog, Cory.
Joe joined Stockdale Asset Management in March 2018 after graduating Cardiff Metropolitan University with a BA Hons in Business and Management Studies with Finance. He currently works as a Financial Adviser within the Stockdale Asset Management team and continues to undertake further exams to reach Chartered status.
Joe keeps himself busy at weekends playing for his team of nearly 24 years, Bodmin Rugby Club. Out of rugby season, you may well find him surfing on Polzeath Beach.
Stockdale Asset Management,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888
Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Ropemaker Place 25 Ropemaker Street London EC2Y 9LY. Legal Disclosure. Privacy Policy.
Keith Stockdale is the co-founder and joint Director of Stockdale Asset Management. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management and Derivatives and also Fellow and Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients and advising on all aspects of wealth management.
In his downtime he enjoys spending time with his horses and showjumping.
Yvonne has been a part of Stockdale Asset Management since 2009. She holds CII qualifications FP1,2&3 CF4&5, JO1 and RO2. Although she carries out various portfolio administration duties, her primary responsibility is to arrange and administer the discretionary managed Self Invested Personal Pensions (SIPPs).
When not at work Yvonne loves travelling and meeting new friends. She also enjoys walking, cycling, tennis, and reading.
Becky joined Stockdale Asset Management in February 2014 after graduating from Plymouth University with BSc Hons in Mathematics and an MSc in Computer Science. In 2016 Becky achieved her Diploma in Investment Advice before becoming Individually Chartered in 2018. She is now working towards a second Diploma in Regulated Financial Planning.
Becky works as a Portfolio Administrator as part of the Stockdale Asset Management team and is responsible for the day to day management of the portfolios as well as writing reports and fund switch recommendations. She also works alongside Alan in the creation and monitoring of our bespoke investment models.
In her spare time Becky enjoys spending time with her family including her French Bulldog, Cory.
Joe joined Stockdale Asset Management in March 2018 after graduating Cardiff Metropolitan University with a BA Hons in Business and Management Studies with Finance. He currently works as a Financial Adviser within the Stockdale Asset Management team and continues to undertake further exams to reach Chartered status.
Joe keeps himself busy at weekends playing for his team of nearly 24 years, Bodmin Rugby Club. Out of rugby season, you may well find him surfing on Polzeath Beach.
Stockdale Asset Management,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888
Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Ropemaker Place 25 Ropemaker Street London EC2Y 9LY. Legal Disclosure. Privacy Policy.
