Keith Stockdale FCSI FPFS

Chartered Wealth Manager & Chartered Financial Planner

Keith Stockdale is the co-founder and joint Director of Stockdale Asset Management Ltd. 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.

Sharon Stockdale

COO for Stockdale Asset Management Ltd

Sharon Stockdale is the co-founder and joint Director of Stockdale Asset Management Ltd. She is the Chief Operating Officer responsible for the daily operation of both business and office management. Sharon remains passionate about the friendly, approachable and professional ethos the group has built from within the South West and successfully extended nationally.

In her time out you may well find her walking the Cornish coast path or taking on some crazy challenges for charity!

Alan Duff FCSI

Chartered Wealth Manager

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 Ellicott Dip PFS

Financial Adviser

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 Spear

Paraplanner

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 Brett ACSI

Portfolio Administrator

Becky joined Stockdale Asset Management in February 2014 after graduating from Plymouth University with BSc Hons in Mathematics and an MSc in Computer Science. She is currently working as an Administrator as part of the Stockdale Asset Management team. In 2016 she achieved her Diploma in Investment Advice and she is now working towards a Diploma in Financial Planning. She is responsible for compiling the Stockdale Asset Management reviews and fund switch recommendations that you receive when an adviser comes to see you.

In her spare time Becky enjoys reading and listening to music. She’s also a big fan of TV and film and goes to the cinema as often as she can.

 

Stockdale Asset Management Ltd,
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 Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.

Keith Stockdale FCSI FPFS

Chartered Wealth Manager & Financial Planner

Keith Stockdale is the co-founder and joint Director of Stockdale Asset Management Ltd. 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.

Sharon Stockdale

COO for Stockdale Asset Management Ltd

Sharon Stockdale is the co-founder and joint Director of Stockdale Asset Management Ltd. She is the Chief Operating Officer responsible for the daily operation of both business and office management. Sharon remains passionate about the friendly, approachable and professional ethos the group has built from within the South West and successfully extended nationally.

In her time out you may well find her walking the Cornish coast path or taking on some crazy challenges for charity!

Alan Duff FCSI

Chartered Wealth Manager

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 Ellicott Dip PFS

Financial Adviser

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 Spear

Paraplanner

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 Brett ACSI

Portfolio Administrator

Becky joined Stockdale Asset Management in February 2014 after graduating from Plymouth University with BSc Hons in Mathematics and an MSc in Computer Science. She is currently working as an Administrator as part of the Stockdale Asset Management team. In 2016 she achieved her Diploma in Investment Advice and she is now working towards a Diploma in Financial Planning. She is responsible for compiling the Stockdale Asset Management reviews and fund switch recommendations that you receive when an adviser comes to see you.

In her spare time Becky enjoys reading and listening to music. She’s also a big fan of TV and film and goes to the cinema as often as she can.

 

Stockdale Asset Management Ltd,
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 Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.