Edinburgh
Secure your financial future
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Speak with one of our financial experts to get a better understanding of your current situation and the options available to you.
Whatever life stage you are in, be that building your business or career, thinking about retirement, or planning how best to support a growing family, now is the time to ensure you have the right plans in place to secure your financial future.
Complete the form to arrange your consultation with a member of our Edinburgh team.
About our Edinburgh team
Established in 2002, the Edinburgh office is home to a highly experienced team of eight investment professionals, four financial planners along with seven support staff, who all work to provide their clients with a truly bespoke service.
Supporting a wide range of clients including individuals, charitable trustees, solicitors & accountants, intermediaries and corporate clients; the team specialises in providing financial advice and investment management services. Advising clients on all aspects of their finances including retirement planning, inheritance tax planning and cash-flow modelling, whilst also managing SIPPs, stocks and shares ISAs.
Together the team provides a holistic wealth management service when the team meets a client for the first time, they start with a blank piece of paper because no two clients are the same; taking the time to get to know each client and assess exactly what their requirements are to find the most suitable solution for their needs.
0131 550 1200
Why Charles Stanley?
Client care for over 200 years
With over 200 years' experience, we have created financial security for tens of thousands of people. Through bespoke investment management and financial advice, we continue to evolve to help our clients meet their goals by understanding what wealth means to them.
Edinburgh Office
Where to find us
Our team
More about Christopher
Christopher joined Torrie & Co, an independent private client stock broker in 1987. He became a partner of Torrie & Co in 1996 until 2002 when Torrie & Co became part of Charles Stanley. He has been the joint Branch Manager of the Charles Stanley Edinburgh office since 2002 along with his colleague Ian Harley. Christopher has a BA in Accountancy and is a Chartered Member of the Securities Institute. Christopher has a strong farming background. Christopher has always had a keen interest in the stock market, spending a great deal of time meeting fund managers and companies.
More about Ian
Ian has been joint Branch Manager of the Edinburgh office of Charles Stanley together with his colleague Christopher Clayhills-Henderson since 2002, and manages portfolios predominantly for private clients, Trusts, Charities and pensions. He is a Chartered Fellow of the CISI and has been an investment manager for over 30 years. Ian graduated with a BSc (Hons) in agriculture in 1982.
More about Adam
Adam has been with Charles Stanley since 2002 following the acquistion of Torrie & Co in 1999. Adam joined Torrie in 1999 having previously worked at Bell Lawrie White following graduation from university in 1993. Adam manages investments for private individuals and their families, SIPPs, Charities, and Trusts. He is a Chartered Fellow of the Securities Institute and holds an MA in French and Business Studies from Edinburgh University. He lives near Edinburgh with his growing family of 3 children.
More about Caroline
Having graduated from Leeds University with a degree in Spanish and Politics, Caroline joined Charles Stanley in June 2005. CaroIine holds a Masters in Wealth Management qualification and primarily assists with the management of both Advisory and Discretionary private client portfolios on Adam Page’s team.
More about David
David joined Charles Stanley in 2017, having previously worked at Rathbones. David works with Chris Clayhills-Henderson looking after private clients, charities and trusts on both a Discretionary and Advised basis. He is an Associate Member of the CISI.
More about David
David joined Torrie & Co in the summer of 1999 having been with Bell Lawrie White (Brewin Dolphin) for over a decade. In 2002 Torrie & Co joined Charles Stanley as the Edinburgh branch. He is a fully qualified Chartered Fellow of the Securities Institute having completed the Institute’s diploma exams. Investment advice is given to individuals and increasingly their families as well as SIPPs, Charities and Trusts on a Discretionary basis.
More about Grant
Grant joined Charles Stanley in 2014 having worked for over six years as a paraplanner and investment research officer for a small IFA in Edinburgh. Grant graduated from the University of Edinburgh with a Master of Science Degree in Economics and has a Bachelor of Arts Honours Degree in the same subject from the University of Stirling. Grant has attained the Chartered Wealth Manager qualification and primarily assists Christopher Clayhills-Henderson with the management of Advisory and Discretionary portfolios.
More about Jack
Jack joined Charles Stanley Edinburgh in 2017 after graduating from Heriot Watt University with a degree in International Business Management. Jack assists with the administration of Advisory and Discretionary private client portfolios within a team which supports Branch Manager Christopher Clayhills-Henderson. Jack is a very keen sportsman, with a with a particular focus on rugby, playing for Heriots RFC since 2013.
More about Julie
Julie joined the Edinburgh team as an audio typist on a temporary basis in September 2013. She became a permanent member of staff in November 2013 and provides typing support to her colleagues mainly with respect to client review reports and general correspondence. She also assists other members of the team with general administrative tasks.
More about Magdalena
Magda joined Charles Stanley Edinburgh in the summer of 2009. She has a degree in Administrative Law from the Lublin University in Poland. Magda assists with the administration of Advisory and Discretionary private client portfolios in a team which supports Christopher Clayhills-Henderson.
More about Mark
Mark joined Charles Stanley in 2014 having previously worked at Brewin Dolphin. Mark studied Economics at the University of Glasgow and is a Chartered Wealth Manager. He looks after private clients, charities and trusts on both a Discretionary and Advised basis.
More about Matthew
Matthew joined Charles Stanley in 2016, having previously worked at UBS . Matthew looks after private clients, charities and trusts on both a Discretionary and Advised basis. He is a member of the CISI and holds the Chartered Wealth Manager qualification.
More about Nicola
Nicola Easson joined Charles Stanley in 2007, having previously worked in the School of Chemistry at Edinburgh University. Nicola graduated from Edinburgh University in 2002 with an MA (Hons) in Scottish Literature. Nicola looks after private clients, charities and trusts on both a Discretionary and Advised basis, as part of a team with Ian Harley and Matthew Henderson. She is a member of the Chartered Securities Institute, and holds a Masters in Wealth Management.
More about Pamela
Pamela Clayhills-Henderson joined Charles Stanley, Edinburgh in 2014 as a Consultant. Pamela is a solicitor. As a consultant Pamela’s responsibilities include assisting with compliance and undertaking various project initiatives.
More about Philip
Phil has been with Charles Stanley since 2002 and was the Deputy Client Services Manager for the company’s online division before taking up the role as the Edinburgh Office Manager in September 2018. Phil graduated from Heriot-Watt University in 1997 after completing a Batchelor of Science Degree in Building Surveying and a Diploma in Project Management. He worked within the construction industry for several years before joining Charles Stanley. He is responsible for the smooth running of the Edinburgh office on a day to day basis along with dealing with staff matters. Phil also assists with the Branch’s Corporate Actions and is part of the team who deal with Execution Only clients.
More about Samantha
Samantha joined Charles Stanley Edinburgh in January 2016. She previously worked for Stocktrade as an Administrator. Samantha supports Adam Page and David Steel with administrative tasks within their teams and also assists with the Branch’s Corporate Actions. Outside of work Samantha is part of the Girl Guides and volunteers as a Rainbow leader in her local community.
More about Tina
Tina joined Torrie & Co in 1990, who were taken over by Charles Stanley in 2002, and is responsible for operational matters in the Edinburgh branch, utilizing her wealth of knowledge and experience. As well as dealing with compliance and human resource matters, Tina assists with the administration of Advisory and Discretionary private client portfolios for Adam Page and David Steel. Tina is a Chartered Member of the CISI and has completed the CACHE Level 2 Certificate in Awareness of Mental Health Problems. Away from the office Tina enjoys silver jewellery making and watching sport.
More about Tracy
Tracy joined Charles Stanley in 2019. She assists the Investment Managers in Ian Harley's team. Tracy is a Business Studies graduate and has worked in some of Edinburgh's largest financial institutions.
More about Una
Una Hopkins joined Charles Stanley Edinburgh in 2010. Una is a Chartered Accountant and has extensive Financial Services and Accounting experience having worked in private practice for fourteen years in Jersey, Channel Islands. Una's responsibilities include looking after the Branch's internal accounting function, assisting with human resource and compliance issues and undertaking various project initiatives.
More about John
John is a qualified Chartered Financial Planner with 28 years experience. He has responsibility for both client advice and managing Charles Stanley Financial Planning in Scotland. A Graduate of Strathclyde University, John joined Charles Stanley in January 2018 following a successful career at Towry Ltd and Tilney where he was the Managing Partner.
More about Barry
Barry joined Charles Stanley in February 2018 from Tilney. Barry is a 40 year veteran of Financial Planning where he has both worked for and run businesses focused upon private client financial planning. Barry is a Chartered Financial Planner and member of the CII.
More about Julie
Julie joined Charles Stanley in January 2018 and is a Chartered Financial Planner with a broad base of 27 years’ worth of experience in advising clients in all areas of financial planning. Prior to joining Julie spent 15 years with Tilney. She specialises in advising older and more vulnerable clients and is a SOLLA Accredited Later Life Adviser and their Regional Co-ordinator for the East of Scotland. She is currently a finalist in the Women in Financial Services Awards 2020.
More about Sam
Prior to joining the financial services industry, I spent my final year of study at the university of Stirling writing my dissertation on the effects and reasoning behind the (then) FSA’s retain distribution review (RDR), with a view to starting a career as a financial adviser. During my subsequent 7 year tenure within the industry I learned from each role before becoming an adviser 4 years ago. Since this time I have been responsible for delivering bespoke financial planning solutions to my clients ever evolving needs.
Stewart Littlejohn
Intermediary Sales Manager - Intermediary Sales Manager – Scotland & NI
0758 3086 704
