Keith Stockdale FCSI FPFS

Chartered Wealth Manager & Financial Planner

Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management Ltd & Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management & Derivatives & also Fellow & Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients & advising on all aspects of wealth management.

In his downtime he enjoys spending time with his horses & showjumping.

David Ellicott Dip PFS

Financial Adviser

David joined Stockdale & Co in May 2014 following a career in the automotive industry. He has since qualified as an Independent Financial Adviser and now provides advice to new and existing clients on their pensions & investments. David also advises our corporate clients on their automatic enrolment obligations and setting up qualifying workplace pension schemes.

David is married with three boys and a young puppy and when he’s not spending time with his family, he is often found hill walking or studying towards his next exam!

Sophie Stockdale

Administrator

Sophie Stockdale joined the family business in October 2015 and works as an administrator as part of the Stockdale & Co team. You may find yourself speaking to her when you phone in as she sometimes takes reception calls. Sophie is responsible for compiling the Stockdale & Co investment reviews that you receive when an adviser comes to see you. She is also beginning her training to become an adviser.

When Sophie’s not at work you will normally find her out with her horses or enjoying a walk on the beach or perhaps a glass of wine with friends!

Tony Marsland

Paraplanner

Tony has been with Stockdale & Co since 2000 and has extensive experience in the finance industry. Prior to joining Stockdale’s he was employed by NatWest Bank for 18 years. Tony has CII qualifications FP1,2&3 and his role as a senior paraplanner sees him responsible for the administration of a complex array of contracts.

He lives in Newquay with his wife and two children and in his leisure time enjoys golf, mountain biking with the family and encouraging his children to pursue their sporting activities.

Lisa Wilton

Administrator

Lisa has been with Stockdale & Co as an administrator since 2011. She first joined the company with no industry knowledge and has trained from the grassroots to the point where she is now a senior member of the team. Her primary responsibilities are to write the recommendation reports for clients following their meetings with an adviser.

Aside from work, Lisa’s children tend to keep her very busy, but she also enjoys baking and taking her dog for long walks on the picturesque moors close to where she lives.

Clair Manning

Administrator

Clair Manning joined Stockdale & Co as an Administrator in December 2015 having previously worked as a PA in London within investment banking. She works alongside Sophie answering reception calls and producing Stockdale & Co investment reviews.

Outside of work Clair enjoys exploring the Cornish countryside and walking, and has been known to occasionally increase the speed to running!

Billy Czunys

Paraplanner

Billy Joined Stockdale & Co in June 2019 having worked in the finance industry for the past 9 years. He is a qualified adviser through both the CISI and the London institute of banking and Finance and is now responsible for writing recommendation reports for all aspects of holistic advice following client meetings.

Billy is married and when he is not working, he can be found spending as much time as possible with his three Children, wife and dog.

Sharon Penaluna

Administrator

Sharon joined Stockdale and Co in March 2019 as an Administrator having worked in the Finance Industry since 2002.

Sharon works closely with the Paraplanners and clients providing all aspects of business servicing and administrative support.  You may also speak to her, alongside Sophie and Clair assisting with client calls and enquires.
 
In her spare time Sharon enjoys spending time with her family, generally being out and about in Cornwall, beach and cliff walking. She is also kept very busy with her young Niece and Nephew!

 

Stockdale & Co,
St Ingunger Offices,
Lanivet, Cornwall
PL30 5HS

 

Get in touch:
Email: office@stockdale-co.com
Telephone: 01208 831777
Fax: 01208 831888

 

Keith Stockdale and Company Limited is Authorised and Regulated by the Financial Conduct Authority. 
Principal: Keith Stockdale

Keith Stockdale FCSI FPFS

Chartered Wealth Manager & Chartered Financial Planner

Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management Ltd & Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management & Derivatives & also Fellow & Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients & advising on all aspects of wealth management.

In his downtime he enjoys spending time with his horses & showjumping.

David Ellicott Dip PFS

Financial Adviser

David joined Stockdale & Co in May 2014 following a career in the automotive industry. He has since qualified as an Independent Financial Adviser and now provides advice to new and existing clients on their pensions & investments. David also advises our corporate clients on their automatic enrolment obligations and setting up qualifying workplace pension schemes.

David is married with three boys and a young puppy and when he’s not spending time with his family, he is often found hill walking or studying towards his next exam!

Sophie Stockdale

Administrator

Sophie Stockdale joined the family business in October 2015 and works as an administrator as part of the Stockdale & Co team. You may find yourself speaking to her when you phone in as she sometimes takes reception calls. Sophie is responsible for compiling the Stockdale & Co investment reviews that you receive when an adviser comes to see you. She is also beginning her training to become an adviser.

When Sophie’s not at work you will normally find her out with her horses or enjoying a walk on the beach or perhaps a glass of wine with friends!

Tony Marsland

Paraplanner

Tony has been with Stockdale & Co since 2000 and has extensive experience in the finance industry. Prior to joining Stockdale’s he was employed by NatWest Bank for 18 years. Tony has CII qualifications FP1,2&3 and his role as a senior paraplanner sees him responsible for the administration of a complex array of contracts.

He lives in Newquay with his wife and two children and in his leisure time enjoys golf, mountain biking with the family and encouraging his children to pursue their sporting activities.

Lisa Wilton

Administrator

Lisa has been with Stockdale & Co as an administrator since 2011. She first joined the company with no industry knowledge and has trained from the grassroots to the point where she is now a senior member of the team. Her primary responsibilities are to write the recommendation reports for clients following their meetings with an adviser.

Aside from work, Lisa’s children tend to keep her very busy, but if she does get some free time she likes to exercise and was a member of the Stockdale Group Commando Challenge team in 2014! Lisa also enjoys baking and taking her dog for long walks on the picturesque moors close to where she lives.

Clair Manning

Administrator

Clair Manning joined Stockdale & Co as an Administrator in December 2015 having previously worked as a PA in London within investment banking. She works alongside Sophie answering reception calls and producing Stockdale & Co investment reviews.

Outside of work Clair enjoys exploring the Cornish countryside and walking, and has been known to occasionally increase the speed to running!

Billy Czunys

Paraplanner

Billy Joined Stockdale & Co in June 2019 having worked in the finance industry for the past 9 years. He is a qualified adviser through both the CISI and the London institute of banking and Finance and is now responsible for writing recommendation reports for all aspects of holistic advice following client meetings.

Billy is married and when he is not working, he can be found spending as much time as possible with his three Children, wife and dog.

Sharon Penaluna

Administrator

Sharon joined Stockdale and Co in March 2019 as an Administrator having worked in the Finance Industry since 2002.

Sharon works closely with the Paraplanners and clients providing all aspects of business servicing and administrative support.  You may also speak to her, alongside Sophie and Clair assisting with client calls and enquires.
 
In her spare time Sharon enjoys spending time with her family, generally being out and about in Cornwall, beach and cliff walking. She is also kept very busy with her young Niece and Nephew!

 

Stockdale & Co,
St Ingunger Offices,
Lanivet, Cornwall
PL30 5HS

 

Get in touch:
Email: office@stockdale-co.com
Telephone: 01208 831777
Fax: 01208 831888

 

Keith Stockdale and Company Limited is Authorised and Regulated by the Financial Conduct Authority. 
Principal: Keith Stockdale