Rebecca Stein

Rebecca Stein has held the position of Head of Tailored Discretionary Management at Charles Stanley & Co. Limited since May 2015, after starting in the Bath office and relocating to Oxford. Prior experience includes roles in settlements at Winterflood Business Services, technical team responsibilities at Brunel Capital Partners Ltd, and client services at Multrees Investor Services, where insight into the financial services industry was gained. Rebecca holds a Level 7 Chartered Wealth Manager Qualification and a Private Client Advice Diploma (level 4) from The Chartered Institute for Securities & Investment, as well as an HNC in Law from Stevenson College, Edinburgh.