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.

Alan has been working in investment management for over 15 years and specialises in the construction and management of bespoke investment portfolios on behalf of private clients, trusts and charities. He is a graduate with a Bachelor of Science in Economics from University College London and achieved a merit award in the Private Client Investment Advice & Management exam. Alan is a Chartered Fellow of the Chartered Institute for Securities and Investment.

For reasons unbeknown to him, Alan is drawn to the water outside of work whether that be swimming, sailing, surfing or wake-boarding!

David joined Stockdale Asset Management in 2016. As a qualified Investment Manager, David is able to provide investment advice, on an advisory or discretionary basis, to new and existing clients. He looks after private and charity clients who invest through a combination of SIPP, ISA and General Investment accounts.

As a Financial Adviser he is also able to provide a full financial planning service, to include pensions, IHT planning and individual or business protection.

David is married with three boys and when he’s not spending time with his family, he is often found out in the hills with the family dog.

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 an Administrator within the Stockdale Asset Management team, responsible for compiling the reviews and reports you receive when an adviser comes to see you.  Joe is working towards a Diploma in Regulated Financial Planning and eventually hopes to become a Chartered Financial Adviser.

Joe keeps himself busy at weekends playing for his team of nearly 20 years, Bodmin Rugby Club. Out of rugby season, you may well find him surfing on Polzeath Beach.