Investment services and financial plans in Beverley

Investment Management

Aamna Mobashar

Portfolio Manager

Aamna's Biography

Aamna Mobashar joined Charles Stanley in 2015, having studied at London School of Economics and Political Sciences reading Finance and Economics. Aamna's role within the Team is as Portfolio Analyst and assists the Head of Team with all aspects of Portfolio Management.

Contact Aamna

Aaron Gibbs

Content Manager

Research

Abbas Owainati

Head of Portfolio Management & Asset Allocation

Abbas's Biography

Abbas Owainati joined Charles Stanley in the newly created role of Head of Asset Allocation in 2023. He is the lead portfolio manager for the centrally managed Multi Asset Guidance Portfolios (MAGP). Abbas Owainati's background includes a successful tenure (5 years) focusing on multi-asset strategy for the BT Pension Scheme Management (Brightwell), where he played a pivotal role in shaping investment strategies for the £47 billion scheme including managing the scheme's derisking path. Prior to this Abbas worked at Old Mutual Global Investors (now known as Quilter Investors) for 10 years as a macro strategist across portfolio management. In this role, he led macroeconomic research and worked with fund managers in formulating the asset allocation strategy. Abbas holds an MSc in Economics and BSc (Hons) in Financial Economics from the University of Essex.

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Asset management

Abi Ward

Investment Manager

Abi's Biography

Abi has worked in the AIM IHT team for the last 7 years. After completing the Chartered Wealth Management Qualification (MCSI) and successfully passing each exam on her first attempt, she is now an investment manager.

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Research

Adam Carruthers

Senior Analyst

Adam's Biography

Adam Carruthers is Senior Collectives Analyst at Charles Stanley. He is responsible for the selection of best-in-class managers across all asset classes for inclusion in Charles Stanley's multi-asset class portfolios and in the company's collectives Preferred List. He was previously a Fund Manager with Barclays Wealth and Investment Management, responsible for the day to day management of a suite of UCITS multi-manager vehicles across multiple domiciles. Adam graduated with a Masters degree in Economics from Heriot Watt University, Edinburgh, and holds the Chartered Wealth Manager designation from the Chartered Institute of Securities and Investment.

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Investment Management

Adam Martell

Senior Investment Manager

Adam's Biography

Adam manages bespoke investment portfolios and client relationships for individuals, families and business owners. He also works closely with accountants, tax advisers, solicitors and IFAs. He joined Charles Stanley in 2016 and has over 10 years' experience in investment management. Adam protects and grows wealth for a range of clients, including private clients, companies, trusts, pensions and charities. He graduated from Newcastle University with a First in Business Management and is a Chartered Wealth Manager. He lives in Yorkshire with his wife and two sons.

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Investment Management

Adam Page

Senior Investment Manager

Adam's Biography

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.

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Investment Management

Adam Smith

Investment Manager

Adam's Biography

Adam began his investment management career with Brewin Dolphin in 2004 after graduating with a degree in Accounting with Business Management. He moved to Charles Stanley in 2011. Adam is married to Alexandra and they have a young son. His interests outside of work include football and golf and he proudly admits to being a supporter of Arsenal Football Club.

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Investment Management

Aimee Hogg

Investment Manager

Aimee's Biography

Aimee Joined Charles Stanley in 2013, having graduated from the University of East Anglia with a 1st class BSc (Hons) degree in Business Management. She is a Chartered member of the CISI, and has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications. She manages Investment portfolios for private clients, trusts and charities. Aimee is also a member of the Norwich Business Women's Network. Outside of work, Aimee is busy keeping up with her young toddler and family.

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Investment Management

Alex Davies

Director of Private Clients

Investment Management

Alex Gibbins

Investment Manager

Investment Management

Alex James

Branch Manager & Senior Investment Manager

Alex's Biography

Alex joined Charles Stanley in 2014 and manages investment portfolios for private individuals, trusts, companies and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Alex is a graduate of Loughborough University and has been working in the investment management industry since 2002. For 10 years prior to joining Charles Stanley, Alex held investment management and private banking roles in the wealth management division of a global banking organisation. In his spare time Alex is a keen runner, regularly completing long distance races, up to and including marathons.

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Financial Planning

Alex Webb-Bowen

Financial Planner

Alex's Biography

Alex holds a Diploma in Financial Advice and is an expert in personal finance. He helps clients build their own financial confidence and produces plans to allow them to achieve their money and lifestyle goals.

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Investment Management

Ali Price

Investment Managers Assistant

Ali's Biography

Ali joined Charles Stanley in April 2021. She has many years' experience in office administration, having previously worked for a solicitor firm, and is currently undergoing training as an Investment Managers' Assistant. Ali is part of the team managed by Charlotte Lambeth, Chris Harris-Deans and Paul Cann and works alongside Steph Morgan and James Kilby to help with the day to day administration for the team's clients.

Contact Ali

0139 245 3600
Exeter office

Investment Management

Alistair King

Director of Private Clients

Alistair's Biography

Alistair joined Charles Stanley in 1992 as an analyst, specialising in media companies, ultimately becoming joint Head of Research. He has been managing portfolios for clients since 1999 and specialises in high net worth families. He covers financial companies and the fixed interest sector for his team and sits on Charles Stanley's International Equity Committee. He is a Chartered Fellow of CISI, sits on the Private Client Investment Management Committee.

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Investment Management

Alistair Mitchell

Senior Investment Manager

Alistair's Biography

Alistair started his career with Brown Shipley Stockbrokers in the City over thirty years ago. Alistair is a Fellow of the Chartered Institute of Securities and Investments and has a good knowledge of the wider aspects of financial planning having succesfully completed the Advanced Financial Planning Certificate. He manages a variety of discretionary portfolios for private clients, trusts, and charities. Outside of the office, Alistair enjoys skiing, playing golf (badly), gardening, running, and family life.

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Investment Management

Alistair Soames

Branch Manager & Senior Investment Manager

Alistair's Biography

Alistair has worked at Charles Stanley since 2000 and holds professional Investment Management and Financial Planning advice qualifications. Alistair assists Gerard with bespoke and Discretionary Fund Management portfolios and has specialist knowledge of Institutional Structured Investments. Although Alistair no longer offers Financial Planning advice he has an excellent knowledge in this area and so can help clients to determine what advice they require and the processes involved.

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Investment Management

Alithia Elia

Investment Managers Assistant

Alithia's Biography

Alithia joined Charles Stanley in 2025 as an Investment Managers Assistant, bringing five years of property industry experience. She supports investment managers in portfolio oversight and delivers exceptional client service. Committed to continuous learning, Alithia is working towards her CISI Investment Advice Diploma to enhance her knowledge and expertise in the investment sector. Beyond her professional pursuits, Alithia enjoys functional fitness and running. She also has a passion for travel and seeking out new destinations.

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Investment Management

Allan Marshall

Director of Private Clients

Allan's Biography

Allan is a Chartered Fellow of the CISI, a Chartered Wealth Manager and pension trustee. After graduating from Dundee University with an Honours degree in Mechanical Engineering Allan initially worked for British Aerospace before embarking on a career in the City. Now with Charles Stanley for over thirty years he continues to manage portfolios for private clients, trusts, charities and pensions on both an advisory and discretionary basis. Outside of the office his interests include cycling, golf and skiing as well as the arts and travel.

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Investment Management

Allie Robbens

Investment Manager

Allie's Biography

Joining Charles Stanley in 2014, Allie manages investment portfolios for private clients and trusts. Allie gained experience working in the Compliance department for 3 years before progressing into her current role and holds a Level 7 Chartered Wealth Manager qualification.

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Investment Management

Allison Nailard

Office Manager

Allison's Biography

Allison started her career with Barclays Bank before embarking on a change of career in 1999. This change resulted in her living and working abroad - firstly in Moscow then in Abu Dhabi. She took up her present role with Charles Stanley upon her return to the UK in 2007. In her spare time, she enjoys, walking, gardening and reading.

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Investment Management

Alwyn Mulryne

Investment Director

Sales

Amanda Hallam

Business Development Manager

Amanda's Biography

Amanda joined Charles Stanley in April 2025. A seasoned investment professional with over 15 years' experience in client relationship management, strategic partnerships, and business development across investment banking, asset, and wealth management. Specialising in fund distribution, multi-asset solutions, and alternatives, bringing a deep understanding of institutional and discretionary client needs as well as direct advisor experience having worked previously for St. Jamess Place Wealth Management and Investec/Rathbones. At Charles Stanley, Amanda is responsible for covering Intermediaries in the London region, managing high-value client accounts, developing, and driving growth through new business opportunities. Amanda is married with three daughters and when time allows enjoys pilates, yoga, travelling and singing as part of a local choir.

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Investment Management

Amanda Smith

Administrator

Amanda's Biography

Amanda joined Charles Stanley in 2022 and is the receptionist, audio typist and administrator for the Edinburgh Investment Managers. Her work history includes working in law, publishing, medial banking, insurance and education and has a degree in sculpture.

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Research

Amish Patel

Head of Equity Research

Amish's Biography

Amish Patel is Head of Equity Research at Charles Stanley, which he joined in 2023. He leads a team of analysts responsible for the in-house coverage of over 70 global equities and oversees the firm's Global Equity Guidance Portfolio. He also contributes to the construction and oversight of the Multi-Asset Guidance Portfolios. His investment philosophy is grounded in fundamental, bottom-up stock selection with a long-term focus on quality, capital allocation, and sustainable competitive advantage. Amish brings over 20 years of experience as a global equity investor. Prior to joining Charles Stanley, he was Senior Equity Analyst and US Strategy Lead at Quintet Private Bank, where he helped direct EUR 2bn in equity assets and co-managed several model portfolios. He has also held senior investment roles at Brown Shipley, Talisman Global Asset Management, Quilter Cheviot, and Janus Henderson, covering a wide range of sectors and geographies. He holds a BA in Financial Economics from Kingston University and an MSc in Investment Management from Bayes Business School. He is a CFA charterholder and a regular contributor to thought leadership, media commentary, and industry events.

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Investment Management

Andrew Baker

Director of Private Clients

Andrew's Biography

Andrew is part of a highly experienced and long established team which specialises in the management of discretionary portfolios within General Investment Accounts, ISAs, Pension Funds (SIPP and SSAS), Trusts, Charities and Offshore Investment Bonds.

Contact Andrew

0116 366 6200
Leicester office

Financial Planning

Andrew Clifford

Financial Planner

Andrew's Biography

Andrew Clifford has over 24 years of experience providing financial planning advice to Private Clients, Trusts and Corporate Bodies. Based in the Guildford office, he supports the investment managers provide a comprehensive advice service to clients. He graduated from University of Wales College Cardiff in 1993 and following a short stint working for a financial publication, trained as a financial adviser initially specialising in advising medical and dental professionals, before joining a large accountancy firm. Joining Charles Stanley in December 2013, Andrew works with existing and prospective clients to deliver highly personalised financial plans to assist them throughout their lives and beyond. When Andrew is not working, he spends much of his time officiating, volunteering and supporting his children in their varied sporting and leisure activities. As this was not busy enough, he was finally persuaded by his children to welcome two young dogs to the family as a shared responsibility. He is currently awaiting the Sunday lie in promised!

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Investment Management

Andrew Frogley

Portfolio Manager

Andrew's Biography

Andrew has over 30 years of experience in the financial services industry. He is a fully qualified Chartered Fellow of the Chartered Institute of Securities & Investment. Prior to joining Charles Stanley in 2007, Andrew previously worked for Gerrard Investment Management (from 1995). Andrew has worked in the industry since 1989 and became a member of the Chartered Institute for Securities & Investments in 2000 and subsequently a Chartered Fellow at the end of 2010. Andrew specialises in Trust, Pension and Private Client portfolio management.

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Investment Management

Andrew Hobson

Portfolio Manager

Andrew's Biography

Andrew joined Charles Stanley in 2018 and manages discretionary private client portfolios as part of the Exeter portfolio management team. He entered the investment management industry in 1995 and has held a variety of roles, including a significant period as an equity analyst. Andrew is a Chartered Fellow of the CISI and holds a BA (Hons) in Politics from Durham University and an MA in International Financial Analysis from Newcastle University.

Contact Andrew

0139 245 3600
Exeter office

Financial Planning

Andy McGowan

FP & Director of Advice and Proposition

Andy's Biography

Andy joined Charles Stanley in Birmingham as Director of Financial Planning for the Midlands in June 2014 to bolster the company's growing Financial Planning services and presence across the region. He was formerly head of Financial Planning in the Midlands for RSM Tenon where he developed their Corporate and Private Client propositions. Prior to this Andy has had a long and distinguished career working in senior roles with BDO, HLB Kidsons and Scottish Widows. He is an associate of the Pensions Management Institute and the Personal Finance Society.

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Investment Management

Angela Banks

Investment Managers Assistant

Angela's Biography

Angela Banks joined Greig Middleton Stockbrokers in 1987 and passed her Registered Representative exam a few years later. She has worked in the Guildford office for 20 years, seeing the changes in the firm to Gerrard and then Barclays Wealth, and provided full secretarial and administrative support to the varying teams over the years. She joined Charles Stanley in 2007, together with the rest of the Guildford office, where she continues to provide support to the team. Angela actively supports a local charity, Walk the Walk Worldwide (famous for their MoonWalks in aid of breast cancer), and has done for many years. She enjoys music and spending time with her family.

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Investment Management

Angela Holt

Senior Investment Manager

Angela's Biography

Angela joined Charles Stanley in 2006 and qualified as an Investment Manager in 2009. Angela constructs and manages investment portfolios for a wide range of private clients, including ISAs, SIPPs, trusts and charities. Angela is a Chartered Fellow of the Chartered Institute of Securities and Investment, holding the CISI Diploma, and has sat on the CISI exam panel as an industry specialist. Angela has a joint BA Hons degree in History & Politics from the University of Leicester.

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Investment Management

Anna Simmonds

Senior Investment Manager

Anna's Biography

Anna joined Charles Stanley in 2004 where she creates bespoke discretionary portfolios for private individuals, trusts, pensions and charities. Anna holds a master's degree in Finance and Banking from the Warsaw School of Economics. She is a Chartered Fellow of the Institute for Securities & Investment, passing the CISI Diploma with the highest score of the year across the entire industry. Outside of work, Anna enjoys planning her traveling adventures which allows her to explore different cultures and places with her husband and young son.

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Investment Management

Arran Khangure

Investment Manager

Arran's Biography

Arran is an Investment Manager within Charles Stanley's Private Client team, specialising in tailored investment solutions for high-net-worth individuals, advisers, companies, trusts and charities. Prior to joining Charles Stanley in 2016, he spent four years as an Investment Analyst at a boutique investment firm. Arran is a Chartered Wealth Manager, holds the Investment Management Certificate, and has a degree in Mathematics and Economics from the University of Exeter. He is also a Chartered Fellow of the Institute for Securities & Investment and sits on the Institute's Birmingham & West Midlands Committee.

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Central Financial Services

Becca Nicholson

Assistant Client Relationship Manager

Investment Management

Beckie Stewart

Senior Administration Assistant

Beckie's Biography

Beckie joined Charles Stanley in 2018 and is part of the Oxford office assistant team and provides support with all administrative matters, including client queries, telephone calls, meetings and postal duties. Prior to this she attended the Oxford Media and Business School where she was trained in all areas of PA work.

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Investment Management

Ben Gilmore

Director of Private Clients

Ben's Biography

Ben Gilmore joined Charles Stanley in January 2018, having previously worked in investment management at Kleinwort Hambros for 6 years, and, before that, JM Finn for 4 years. Ben looks after private clients, charities and trusts on a Discretionary basis and is a Chartered Fellow of the CISI.

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Research

Ben Johnson

Senior Analyst

Ben's Biography

Ben is a Senior Collectives Analyst on the Active Collectives Research Team. He joined Charles Stanley in 2016 as an Investment Writer and moved into a Collectives Analyst role later that year. Ben is responsible for the selection of best-in-class managers across all asset classes for inclusion on the Raymond James/Charles Stanley Preferred List. Ben is a CFA® Charterholder, passing all three levels at the first attempt. He graduated from the University of Southampton in 2013 and has previously worked at Invesco and Succession Group.

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Investment Management

Ben Prest

Director of Private Clients

Ben's Biography

Ben Prest joined Charles Stanley in 2001 , having trained and qualifed for nine years at J M Finn. Ben studied at the University of East Anglia reading Politics and Economics. He manages private client, charity and trust investment portfolios on both a Discretionary and Advised basis. He is a Chartered Fellow of the Institute for Securities & Investments.

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Asset management

Benedict Tottman

Multi Asset Strategist & Portfolio Manager

Benedict's Biography

Benedict joined Charles Stanley in August 2021 as an investment strategist and is responsible for producing thematic macroeconomic and market research. Benedict works on asset allocation design and is a member of the Asset Allocation Committee and the Investment Strategy Forum. Before Charles Stanley, Benedict worked at River and Mercantile as an investment consultant. He has a first-class honours degree in Management from the London School of Economics and is a CFA Charter holder.

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Investment Management

Beth Ford

Investment Managers Assistant

Beth's Biography

Beth joined Charles Stanley in 2025 as an Investment Managers' Assistant, bringing with her nine years of experience in finance and administrative roles. She supports Investment Managers with a range of tasks, from booking meetings to providing clients with reports and account information. Beth is looking to start studying towards the Level 3 Introduction to Securities and Investments qualification to build her industry knowledge. Outside of work, she enjoys cooking, spending time by the sea, and musical theatre.

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Investment Management

Bethan Paddy

Investment Managers Assistant

Bethan's Biography

Bethan joined Charles Stanley in the summer of 2015 as an assistant to Christopher Morgan. She has over 15 years' experience of working in the financial services sector, starting her career in mortgages and progressing on to a Financial Advisor firm. After trying life on the other side at a platform provider, Bethan joined the Charles Stanley team in a position where she can provide support directly to Investment Managers and their clients. Bethan has lived in Bath for nearly 20 years after graduating from Bath Spa University with a BSC in dance and business studies. She enjoys camping and outdoor sports, regardless of the weather!

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Financial Planning

Blerim Gashi

Charles Stanley Direct Financial Planner

Investment Management

Cael Duffy

Investment Managers Assistant

Investment Management

Cam Martin

Portfolio Assistant

Cam's Biography

Cam joined Charles Stanley in 2019 after graduating from the University of Brighton with a BA (Hons) in Finance and Investment. He assists the portfolio management team in looking after the investments of private clients, charities and trusts, combining analytical insight with a client-focused approach. Cam completed the Level 4 Diploma in Investment Advice in 2022 and is currently working towards the Chartered Wealth Manager qualifications.

Contact Cam

0139 245 3600
Exeter office

Investment Management

Caroline Joaquim

Investment Managers Assistant

Caroline's Biography

Caroline commenced her working career within the legal profession followed by learning the background to stockbroking within Barings, prior to their takeover by ING, where she assisted with setting up the High Net Worth Client department. She joined Charles Stanley in 2007, together with the rest of the Guildford office, having previously provided full secretarial and administrative support within Gerrard and then Barclays Wealth previously. Her interests include photography, travel, theatre and cookery.

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Research

Celine Legaspi

Senior Responsible Investment Analyst

Celine's Biography

Celine Legaspi joined Charles Stanley's Research Team in June 2025 to lead the day-to-day management of the Sustainable Multi-Asset Portfolios and support on responsible investment analysis. Prior to joining Charles Stanley, Celine led on impact and sustainable fund research at investment consultancy, Redington, and evolved the firm's approach to assessing asset managers on ESG integration and stewardship across asset classes. Notably, she supported pension fund and charity clients allocate capital towards dual objective solutions addressing climate, nature, health, housing, and education outcomes. She previously worked at a sustainability quant manager to develop corporate ESG rating methodologies and sustainability data products. Celine holds a first class degree in Sustainable Development and Business from the University of Warwick.

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Investment Management

Charles Marment

Director of Private Clients

Charles's Biography

Charles joined Charles Stanley in 1985 and has worked continually in Private ClientInvestment Management. He is trustee of a number of significant charities and in his spare time is a Liveryman of the City, President of his local Rugby club and he also had a distinguished Military Record in the Army Reserve.

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Investment Management

Charles Milner

Director of Private Clients

Investment Management

Charles Plummer

Investment Managers Assistant

Investment Management

Charles Sylvester

Senior Investment Manager

Charles's Biography

Charlie Sylvester spent the early part of his career trading on the Futures and Options markets in the City. Then in 1992 he joined the Ipswich branch of Charles Stanley. He was recently awarded a Diploma in Investment Advice from the Chartered Institute for Securities and Investment. Activities outside the office revolve around his small farm in Peasenhall, where he lives with his family. He has a great interest in conservation and spends most of his spare time planting and looking after his trees.

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Investment Management

Charles Turton

Director of Private Clients & Branch Manager

Charles's Biography

Charles Turton has over 27 years of experience in the financial services industry. He is a fully qualified Chartered Fellow of the Chartered Institute of Securities and Investment and is the Branch Manager of the Guildford office. He graduated from Durham University and joined Greig Middleton Stockbrokers in 1994. This evolved into Gerrard Investment Management and subsequently Barclays Wealth. He moved to Charles Stanley in 2007. He became a Fellow of the Securities Institute in 1998 and specialises in Private Client, Trust, Charity and Pension portfolio management. He was born locally in Dunsfold, now lives on the outskirts of Guildford and enjoys his walk to work. In his spare time he is kept busy by his wife and young daughter. He is a Director of the Charlotteville Jubilee Trust, a local charity, and has a general interest in skiing, boating and classic cars.

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Financial Planning

Charlie Garrod

Portfolio Manager

Charlie's Biography

Charlie has 5 years of experience in the financial services industry. He joined the Guildford office in August 2021 in a portfolio management capacity. He has an MSc in Investment and Financial Risk Management and is currently studying towards achieving his professional qualifications. Charlie assists Investment Managers with the construction and management of discretionary and advisory portfolios on behalf of private individuals and trusts. When not at work Charlie likes to read, ski, and play golf.

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Investment Management

Charlotte Aspinall

Senior Investment Manager

Charlotte's Biography

Charlotte joined Charles Stanley from Mattioli Woods, where she was a Senior Investment Manager, Chair of the Equity Selection Committee, and a member of the Investment Policy Committee. Prior to this Charlotte spent 16 years with Charles Stanley, where she originally trained as an Investment Manager. Charlotte is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Contact Charlotte

0207 149 6888
charlotte.aspinall@charles-stanley.co.uk
Tunbridge Wells office

Investment Management

Charlotte Lambeth

Director of Private Clients

Charlotte's Biography

Charlotte manages discretionary portfolios for charities & private individuals, including their trust and corporate accounts. Charlotte joined the financial industry in 1997, originally qualifying as an independent financial adviser before becoming an investment manager at a boutique local firm in a team looking after institutional life and pension funds, hedge funds and private clients. She joined the Exeter office in 2004. She now specialises in multi-generational wealth management for high net worth individuals and families, and Responsible Investment strategies for individuals and charities. She is a Chartered Fellow of the Chartered Institute of Securities & Investment and holds the Financial Planning Certificate, Investment Management Certificate and Securities Institute Diploma. Since 2012 she has been a trustee for a charity offering almshouse accommodation in Exeter.

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Investment Management

Charlotte Mashiter

Investment Managers Assistant

Charlotte's Biography

Charlotte started working for Charles Stanley in 2015 and she provides comprehensive administrative support to the Senior Investment Managers to assist them in managing their clients portfolios. Her prior roles include Corporate Actions processing (BNY Mellon) and Share Plan Administration (Link). She has completed her Investment Operations Certificate and is currently studying for her Investment Advice Diploma, to further develop her knowledge and skills.

Contact Charlotte

01892 557100
charlotte.mashiter@charles-stanley.co.uk
Tunbridge Wells office

Investment Management

Charlotte Negus

Investment Manager

Charlotte's Biography

Charlotte, joined Charles Stanley in 2009, completing the Chartered Wealth Manager Qualification in 2013. Charlotte looks after private clients, charities and trusts on both a Discretionary and Advised basis. She is a Chartered Fellow of the Chartered Institute for Securities and Investment. In 2022, Charlotte volunteered to join the Raymond James UK Womens Wealth Manager Network Advisory Council. Charlottes current passion is the renovation of her home with her husband and enjoys nothing more than long walks with their 16 month old Labrador, Digby.

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Investment Management

Charlotte Wiltshire

Investment Managers Assistant

Charlotte's Biography

Charlotte joined Charles Stanley in 2008, with over 8 years supporting the Investment Team and previously working in the Portfolio Services Department gaining detailed knowledge of internal systems and processes. Charlotte has achieved the CISI Investment Advice Diploma and CISI Investment Operations Certificate.

Contact Charlotte

0207 149 6638
charlotte.wiltshire@charles-stanley.co.uk
London office

Charlotte Woodward

Business Development Manager (South East)

Charlotte's Biography

Charlotte has worked in the financial services industry for over 12 years. She is experienced across all areas of distribution, including Discretionary Investment Management, Asset Management, and Advisory Platform Technology. Charlotte covers the South East region and works in conjunction with local investment managers and the Asset Management team to develop intermediary relationships and drive business growth across Charles Stanley Investment Services. Her focus is on building strong, long-lasting relationships with advisory firms and adding further credibility to the ongoing service their clients are paying for. Outside of work, Charlotte enjoys spending time with her partner and children, often camping and making the most of the outdoors.

Contact Charlotte

0207 149 6283
charlotte.woodward@charles-stanley.co.uk
London office

Asset management

Chris Ainscough

Director of Asset Management

Chris's Biography

Chris is a Director of Asset Management, having joined Charles Stanley in April 2014. He is responsible for Charles Stanley's range of open-ended UCITS investment funds as well as the Charles Stanley Blended MPS suite. Chris is a CFA Charterholder, holds the Investment Management Certificate, and has a Masters degree in Mathematics from Oxford University.

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Investment Management

Chris Andrews

Director of Private Clients

Chris's Biography

Chris began his career in the City in 1997 for Albert E Sharp and manages investment portfolios for pension funds, private clients and charities. He joined the Bath office of Charles Stanley in 2005 and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Outside the office, Chris, who lives in Bath, enjoys time with his son Maximilian and indulging his passion for wine, sport and travel.

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Investment Management

Chris Clayhills-Henderson

Director of Private Clients

Chris's Biography

Christopher joined Charles Stanley in 2002, when Torrie & Co became a part of Charles Stanley. Christopher joined Stockbroker Torrie & Co in 1987 becoming a partner in 1996.He has been the joint Branch Manager of the Edinburgh office 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 and always had a keen interest in the stock market, spending a great deal of time meeting fund managers and companies.

Contact Chris

0131 550 1240
chris.clayhills-henderson@charles-stanley.co.uk
LinkedIn Profile
Edinburgh office

Investment Management

Chris Hailes

Director of Private Clients

Investment Management

Chris Harris

Director of Private Clients & Team Leader

Chris's Biography

Chris is a Chartered Fellow of the Chartered Institute for Securities and Investment. After graduating from Southampton University with an Honours degree in History, Chris started work with Charles Stanley on the graduate trainee scheme in 1998. Now with Charles Stanley for over twenty years he manages portfolios predominately for private clients, trusts, charities and pensions on both a discretionary and advisory basis. Additional past roles with Charles Stanley have included joint management of the Matterley Equity and Regular High Income funds during which sector leading performance was achieved.

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Financial Planning

Chris Haywood

Senior Portfolio Manager - Fiduciary

Chris Morrissey

Content Writer

Financial Planning

Christina Black

Senior Paraplanning Team Leader

Financial Planning

Christopher Stothard

Director of Financial Planning London

Christopher's Biography

With over 34 years of experience working within financial services, there is not much Chris hasn't seen from the industry! Prior to joining Charles Stanley as Head of London Financial Planning and Executive Director of Financial Planning; Chris worked as a bank manager for 11 years and, quite uniquely, has previously been selected to give lottery winners financial structuring and investment advice. Chris is married with three daughters, plus a granddaughter. He is also an avid sports fan, especially rugby and cricket; having even followed the England cricket team overseas. Now, with two of his daughters at university and a season ticket to St James Park, Chris has a little more time to devote to his beloved football team, Newcastle United - go Magpies!

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Investment Management

Claire Frazier

Office Manager

Claire's Biography

Claire joined Charles Stanley in 2014 having relocated from the Cotswolds. Before joining, Claire worked for 7 years at Zurich Financial Services as a specialist in Investment Administration. Claire is an associate of the CISI having completed the IOC and a member of the CMI having a Diploma in Management Development. Claire is responsible for the management and oversight of the Administration team and provides full support and assistance to all the team's clients. When not running around after her young children she enjoys hiking, climbing and all things active.

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Investment Management

Claire Macleod

Investment Managers Assistant

Claire's Biography

Claire joined Charles Stanley in 2022 and works as an Investment Managers' Assistant within the support team. With a strong background in customer service, she plays a role in supporting client and office administration, helping ensure the smooth delivery of day-to-day operations. Claire is known for her approachable manner and attention to detail, supporting both clients and colleagues across the Exeter office. Outside of work, she enjoys spending time outdoors, making things by hand, and appreciating a well-told story.

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Sales

Cliadhna Law

Head of Direct and Professional Sales

Cliadhna's Biography

Cliadhna is a Private Client Director and Head of Direct and Professional Sales. She joined Charles Stanley in 2018 from JP Morgan where she worked for 10 years. She is a fluent German speaker and holds a master's degree in political science from the University of Münster in Germany. Cliadhna has worked in financial services for over 20 years and specialises in client acquisition and relationship management.

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Investment Management

Clive Worlock

Director of Private Clients

Clive's Biography

Clive joined Charles Stanley in 2011, having previously worked at Hoare Govett, Robert Fleming and BNP Paribas. Clive looks after private clients, charities and trusts, is a Director of Private Clients and a Chartered Fellow of the Securities Institute. He sits on the UK and International Equity Strategy Committes and retains an active interest in Technical Analysis and Behavioural Finance. In 2019 Clive was named Wealth Manager of The Year in the City of London Wealth Management Awards.

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Coco Cowper

Compliance M&T Analyst

Investment Management

Conrad Simmons

Director of Private Clients

Conrad's Biography

Conrad Joined Charles Stanley in 1998 and is a Director of Private Clients. Conrad looks after investment portfolios for private clients, trusts, companies and charities and is a Chartered FCSI.

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Investment Management

Craig Dewhurst

Senior Investment Manager

Craig's Biography

Craig has over 30 years experience in the financial services industry. He joined Charles Stanley in 1999 and has added to his wealth of market experience in the years since, which have brought a range of extreme market conditions. Craig works closely with clients, offering a bespoke management service for private and company portfolios, pensions and trusts. He has also forged good working relationships with local accountants, solicitors and IFAs. Craig previously enjoyed a short spell in retail and investment banking with Midland Bank and ABN Amro before embarking on a career in Foreign Exchange spanning ten years with Tullett & Tokyo Plc and M W Marshall & Co. Craig lives in Leigh-on-Sea with his wife Debbie and son Austin. His main hobby is football, following the mighty Arsenal FC and managing Leigh Rockets YFC.

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Central Financial Services

Dan Beecroft

Financial Planner

Dan's Biography

A financial planner dedicated to empowering clients with personalised strategies for mitigating inheritance tax and designing dream retirements. Expert knowledge on fund management & growing capital for the long term.

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Investment Management

Daniel Bass

Investment Manager

Daniel's Biography

Dan joined Charles Stanley in 2018, shortly after graduating from Loughborough University with an honours degree in Business, Economics & Finance. Since joining Charles Stanley, he has worked alongside senior investment managers helping steer clients through various market conditions, including the Covid-19 pandemic. Dan is now a fully qualified Investment Manager and has a Diploma in Wealth Management. He is responsible for helping manage portfolios alongside Mark Henderson, a senior investment manager.

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Investment Management

Darren Ager

Director of Private Clients

Darren's Biography

Darren joined Charles Stanley in 1987. He has extensive experience in managing investments, particularly amongst the UK Small & Mid Cap arena. Darren predominantly looks after Private Clients but advises Charities, Corporates and Pension funds as well, having been a Pension fund trustee himself in the past. Music also forms a big part of Darrens life, and he spends a good part of leisure time in Scotland enjoying the countryside.

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Financial Planning

Dave James

Director of Financial Planning

Investment Management

David Burton

Investment Manager

David's Biography

David joined Charles Stanley in August 2016, having graduated from the University of Sheffield with a 2:1 BSc (Hons) degree in Accounting & Financial Management. David is a Chartered Member of the CISI, and has completed the Investment Advice Diploma & Chartered Wealth Manager qualifications. He manages investment portfolios for private individuals and trusts. In his spare time he is a keen marathon runner and member of a local running club, spends weekends cycling around the Norfolk countryside, and enjoys cooking with fresh produce grown in his garden.

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Investment Management

David Cowie

Investment Manager

David's Biography

David joined the Edinburgh branch of Charles Stanley in 2017. He manages bespoke investment portfolios for private clients, companies, pension funds, charities and trusts. David has a degree in Economics and Economic History from the University of York and is a Chartered Wealth Manager.

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Investment Management

David Hamilton-Stubber

Investment Manager

David's Biography

David is a Chartered Wealth Manager and has working within the private client wealth management business since 1993. All but two years have been Charles Stanley, first in the Newbury office, then briefly with St. Jame's Place before moving back to Charles Stanley here in Oxford in 2018. He is also a Chartered Fellow of the Chartered Institute for Securities and Investment. Out of work David enjoys many country pursuits, as well as skiing, travelling and chocolate!

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Board

Sir David Howard

Chairman Emeritus

Sir David's Biography

Sir David Howard joined Charles Stanley in 1967 and became Managing Partner in 1971, Managing Director in 1988 and Chair in 1997. Sir David retired from his position as Chair of the Board of Raymond James Wealth Management Group Limited in September 2023 and now holds the distinguished position as Chair Emeritus following his years of outstanding service to Charles Stanley. Sir David served as Lord Mayor of London from 2000 to 2001 and for many years as a Director of the Chartered Institute for Securities and Investment (CISI). Sir David has also served as a Director of the Financial Services Skills Council, Chair of the Council of City University, President of the Chartered Management Institute, Chair of the CISI Examinations Board and as a Director of the Personal Investment Management and Financial Advice Association. He was also an alternate member of the Takeover Panel and serves on the CREST Settlements Appeals Panel.

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London office

Central Financial Services

David Kell

Personal Trading Manager

David's Biography

David has worked in the financial service industry for over 20 years and is Diploma qualified. He has a high degree of knowledge in funds and can provide advice to clients in the many areas of financial planning.

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Executive committee

David Pederson

Managing Director of IMS

David's Biography

David joined Raymond James Wealth Management in August 2021 as Director of IMS Branches. Prior to this he spent eight years at Brown Shipley where he was Head of International Office and led the international team in developing both domestic and international client relationships. Before joining Brown Shipley, David spent over 13 years at Lloyds Banking Group, where he held a number of senior roles and ran multiple branches as Local Director of the North region. David has extensive experience leading high performing teams, managing risk, and in change management and delivering complex projects.

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Investment Management

David Steel

Investment Manager

David's Biography

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.

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Research

Declan Fothergill

Associate Analyst

Declan's Biography

Declan Fothergill joined the Research team in August 2025 as an Associate Analyst for exchanged traded funds (ETFs) and index tracking collectives' products. He is a graduate from the University of Portsmouth, with a first-class degree in Economics, Finance and Banking, Declan has also completed the CISI Investment Advice Diploma. Declan originally joined Charles Stanley in May 2022 as an Investment Manager's assistant in the Tunbridge Wells office.

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Investment Management

Della Phillips

Investment Managers Assistant

Della's Biography

After completing her Private Secretary's Certificate at West Kent College in Kent, Della began her career in London before returning to Sussex to join a paper merchant's in Lewes, where she worked as PA to the Managing Director for 20 years. Della joined the Charles Stanley Eastbourne Office in July 2012 as Branch Secretary. Outside of work, Della enjoys reading, dog walking and spending time with family and friends.

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Investment Management

Di Marshall

Investment Managers Assistant

Di's Biography

Di joined Charles Stanley in 2023 and works as an Investment Managers' Assistant within the support team. She brings over 30 years of experience in office administration, having previously worked for a finance company where she developed a strong foundation in client service and operational support. At Charles Stanley, Di looks after client administration needs and contributes to the smooth running of the Exeter office. Outside of work, she enjoys reading crime novels and following Manchester United.

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Investment Management

Ed Clark

Senior Investment Manager

Ed's Biography

Edward Clark joined Charles Stanley in 2007 where he completed the CISI Masters in Wealth Management Qualification to Level 7 and is a Chartered Fellow of the Institute for Securities and Investment. Edward is part of an established discretionary investment team where he focuses is on advising clients on investments and is involved with all aspects of the discretionary portfolio management for a range of clients including private individuals, Trusts, Companies and Charities

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Investment Management

Ed Cufflin

Director of Private Clients

Ed's Biography

Ed was a founder pupil at the Leicester Grammar School after which he graduated in 1991 with a First-Class Honours Degree in Business Finance from Tulane University, New Orleans. Ed began his career with Seymour Pierce Butterfield in London in 1992 joining Charles Stanley from Brewin Dolphin in September 2013. Ed manages funds for families, pensions, companies, charities, and trusts. Ed is a Governor at The Kibworth Mead Academy and is Treasurer of two local charities. He lives in South Leicestershire with his wife and family.

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Investment Management

Ed Shooter

Director of Private Clients

Investment Management

Ed Stone

Director of Private Clients & Team Leader

Ed's Biography

Ed joined Charles Stanley in 1999 and he is a Chartered Fellow of the Securities Institute. Ed manages portfolios for private clients, charities and trusts. Ed is a member of the Firm's Investment Stategy Committee. Outside of work Ed enjoys spending time with family and playing guitar.

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Investment Management

Edward Playne

Branch Manager & Director of Private Clients

Edward's Biography

Edward manages investment portfolios for individuals and families, together with charities, trusts, companies and their pension funds. He is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and began his career in 1995 at NCL Investments in the City, which later merged in 2003 with Smith and Williamson. Having been with the firm for more than 10 years, Edward spent 3 years with Close Brothers before joining Charles Stanley in 2010. Edward lives in Gloucestershire and is married with twin daughters. He is a Liveryman of the Drapers Company and recently retired as Trustee of The Barnwood Trust. Edward enjoys skiing, tennis, golf and cooking in his spare time. You may also spot him helping at his wife Helen's business, William's in Nailsworth, on Saturdays.

Contact Edward

Investment Management

Elliot Boothright

Investment Manager

Elliot's Biography

Elliot joined Charles Stanley in 2017 on the graduate scheme and qualified as an investment manager in 2020 following the completion of the Masters in Wealth Management exams. He has worked in a team MAPS Team since 2018.

Contact Elliot

Investment Management

Emily Horwood

Business Development Executive

Emily's Biography

Emily joined Charles Stanley in November 2015 as an Investment Managers Assistant and moved into her role as a Business Development Executive in 2025. Emily specialises in building and maintaining strong, lasting relationships with professionals, private clients, entrepreneurs and charities to help fulfil their financial objectives, she also holds the CISI awards for Introduction to Investments and UK Regulation and Professional Integrity.

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Investment Management

Emily King

Investment Managers Assistant

Emily's Biography

Emily has worked at Charles Stanley since 2011 and has worked across multiple departments, including Financial Planning and Private Client Investment Management. Emily is responsible for the ever increasing day-to-day administration required to manage client portfolios effectively.

Contact Emily

Investment Management

Emma Foden-Pattinson

Senior Investment Manager

Emma's Biography

After graduating from Durham University Emma joined Charles Stanley in 2013 and completed the Chartered Wealth Manager Qualification in early 2015. She specialises in providing bespoke investment management services to individuals, charities and trusts and assisting clients that have specific ethical or ESG considerations to ensure that their portfolios are aligned with each client's unique views. She sits on the ESG Strategy Committee, developing Charles Stanley's ESG Policy, and is also a member of the Responsible Investing Committee.

Contact Emma

020 7149 6486
emma.foden-pattinson@charles-stanley.co.uk
LinkedIn Profile
London office

Investment Management

Emma Godwin

Senior Administration Assistant

Emma's Biography

Emma has worked at Charles Stanley for over 5 years assisting the Investment Managers from technical administration and client support. She has worked within financial industry for over 25 years including Liverpool Victoria Friendly Society and Santander Sharedealing. These past experiences have given her a good foundation that has developed her the skills for her current position. Outside of the office her hobbies include gardening, and she belongs to a local book club. Her interest includes going to the theatre and visiting historical sites and buildings across the country. Emma is an avid Liverpool fan

Contact Emma

Investment Management

Emma Howard

Investment Managers Assistant

Emma's Biography

Emma joined Charles Stanley in 2018 and has extensive experience in office administration and finance, having previously worked for a solicitor firm and a building society. She is an Investment Managers' Assistant within the support team, helping to manage client administration and coordination. Emma also supports Investment Managers by arranging and facilitating client meetings, ensuring a smooth and professional experience.

Contact Emma

0139 245 3600
Exeter office

Investment Management

Emma Whitlock

Investment Managers Assistant

Investment Management

Felix Apalisok

Investment Manager

Felix's Biography

Having graduated from Portsmouth University with a First Class Honours degree in Finance, Felix joined the Bournemouth office in June 2017 where he also spent his year in industry in 2014. He has achieved the CISI Level 7 Chartered Wealth Manager qualification, the highest qualification in the industry. He assists multiple investment managers in constructing bespoke portfolios and provide operational support to the wider office where necessary. He is also a chartered member of the Chartered Institute for Securities & Investment (Chartered MCSI) and holder of the Investment Advice Diploma.

Contact Felix

Investment Management

Fiona Russell

Investment Managers Assistant

Investment Management

Frances Hennessey

Branch Administration Manager

Board

Francesca Hampton

Group Chief Financial Officer

Francesca's Biography

Francesca Hampton is a chartered accountant and joined Charles Stanley in February 2024 as Group Chief Financial Officer. Francesca is an Executive Director of the Board of both Raymond James Wealth Management Group Limited and Raymond James Wealth Management Limited. She is also an Executive Director of Raymond James Investment Services Limited and an Independent Non-Executive Director Market Harborough Building Society. Prior to joining Charles Stanley Francesca was CFO of Cynergy Bank, a fast-growing Specialist Lender, and before that, she spent 19 years at NatWest/RBS, where she held a variety of senior positions across the Commercial Corporate and Investment Banking Divisions, including CFO of Lombard, RBS Invoice Finance and RBS Global Transaction Services. Francesca was also interim Finance Director at The Co-operative Bank and Director of Finance at Metro Bank.

Contact Francesca

Investment Management

Fred Davey

Investment Managers Assistant

Fred's Biography

Fred joined Charles Stanley in 2023 as the first investment management apprentice in Exeter, following experience as a personal taxation assistant at a local accountancy firm. While studying for his A-Levels, he founded and ran an investment and finance society, earning recognition from the Taunton Chamber of Commerce for his contributions to financial education. Since joining the firm, Fred has passed his Level 3 Introduction to Securities and Investments exam and is currently studying for the Level 4 Investment Advice Diploma. He actively engages in networking events, building strong connections with young professionals in the region.

Contact Fred

Investment Management

Gail De'Claire

Investment Manager

Gail's Biography

Gail, together with the current Cardiff team, co-launched the Charles Stanley office in 2014. Gail has worked with solicitors and accountants all her career and also works very closely with families navigating them sensitively through their financial journey. A mum who enjoys walking her rescue dog, cycling and swimming.

Contact Gail

Investment Management

Gail Main

Portfolio Manager

Gail's Biography

Gail has been working in the financial services industry for 35 years and is part of the portfolio management team, helping to create and manage bespoke private client portfolios. She began her career in financial services in 1988, initially working in institutional fund management across pension, life and unit trust portfolios. After a career break for childcare, she shifted her focus to private client investments, applying her analytical experience to tailored portfolio solutions.

Contact Gail

0139 245 3600
Exeter office

Investment Management

Gareth Pritchard

Branch Manager & Senior Investment Manager

Gareth's Biography

Gareth began his stockbroking career in 1992, joining a local Bournemouth firm working directly for the Managing Director, and passing his Registered Representatives exam at this time. In 1996 Gareth moved to London and joined a City firm of stockbrokers as an investment manager, managing discretionary and advisory portfolios for private clients, Trusts and charities. With passes of the Compliance & Regulation and the Private Client Investment Advice & Management examinations Gareth become a Member of the Securities Institute. The start of a new family saw Gareth moved back down to Dorset joining Charles Stanley's Bournemouth office in 2007 where he continues to provide the whole suite of private client stockbroking services. Gareth is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI)

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Research

Garry White

Senior Editor

Garry's Biography

Currently Senior Editor at wealth manager Charles Stanley, Garry has spent most of his career as a financial journalist. Previously the share tipster at the Daily and Sunday Telegraph recommending equity investments in a daily column and European market commentator at data provider Standard & Poor's, he has been looking at equity markets for more than 25 years. A scientist by training, Garry is interested in the long-term trends forming in the market's everyday moves, as well as a wide range of industries. For many years he was also the Daily Telegraph's Business Correspondent for sectors including energy, mining, commodities and utilities.

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Investment Management

Gary Power

Investment Manager

Gary's Biography

Gary is a Politics graduate of Cardiff University and co-launched the Cardiff Charles Stanley office in 2014. He is a Chartered Fellow of the Securities Institute. Gary has experience in public speaking on the subject of Ethical Screening and its impact on portfolios. A well-known member of the South Wales business community, Gary works with many of the professional advisers within the region on a bespoke basis. Gary is married with two children and lives in Penarth. He is a former Under 18 and Under 21 Rugby international.

Contact Gary

Financial Planning

Gary Quick

Director of Financial Planning

Gary's Biography

Gary joined Charles Stanley in 2022 and is a Chartered Financial Planner with over 20 years of experience advising private clients and their families. Before this, he was part of the senior management team at a financial planning firm within a regional accountancy practice, where he worked for nearly 15 years. He specialises in building strategic financial plans that focus on tax-efficient structuring, retirement income, inheritance tax mitigation, and long-term care funding. Gary also works closely with other professionals, particularly accountants and solicitors, to ensure his clients receive well-rounded and coordinated advice.

Contact Gary

Investment Management

Gary Spencer

Investment Manager

Gary's Biography

Gary joined Charles Stanley in 2006 and specialises in discretionary portfolio management. Gary is married with three daughters. In his limited spare time, he trains together with his family in kickboxing, ju-jitsu and karate in which he, his wife and eldest daughter hold black belts. Other hobbies include playing electric guitar (badly) and gaming.

Contact Gary

Sales

Gavin Wiggans

Business Development Director - North

Investment Management

George Baker

Senior Investment Manager

George's Biography

George has been employed in the Financial Services Industry since graduating from university with a degree in Economic (with Business Administration) in 1999. George worked for Invesco Perpetual in Henley on Thames prior to joining Charles Stanley in 2008. A keen sportsman in his youth - selected for the British University Athletics Team. He is a Chartered Fellow of the Securities & Investment Institute.

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Investment Management

George Coster

Director of Private Clients

George's Biography

George Coster has over 20 years of experience in the financial services industry and is a fully qualified Chartered Member of the Chartered Institute of Securities and Investment. George has taken and successfully passed all units of the CISI Masters in Wealth Management, achieving a distinction in the final unit. George spent 8 years working in Charles Stanley's London office and joined the Guildford team in September 2013. In 2012 George headed up the Charles Stanley Retail Bond Team that won the Investors Chronicle and FT Investment award for Best Stockbroker for Bonds. As an Investment Manager he has particular interest in managing a range of discretionary and advisory portfolios on behalf of private individuals, Trusts and charities. George is a keen runner. When not working he spends his time with his young sons and partner, Sally.

Contact George

Research

George Martin

Senior Fixed Income Analyst

George's Biography

George joined Charles Stanley's Fixed Income team in December 2023 as an Analyst, to focus on Global sovereign and corporate debt research. He previously worked in European Infrastructure development, and spent five years at Stanhope Capital, providing Fixed Income fund research. He holds a Bachelor's degree in Consumer Behaviour, a Master's degree in Investment Management, and is a CFA Charterholder.

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Investment Management

George Matthews

Senior Investment Manager

George's Biography

George is an Investment Manager and has been with Charles Stanley since 2013. He has a BA Hons in History from Cardiff University, after which he spent 5 years in the army, leaving as a Captain after an operational tour of Afghanistan in 2013. He is a Chartered Member of the Securities Institute and a level 7 Chartered Wealth Manager. He looks after a range of discretionary investment portfolios for private individuals, their pensions and family trust structures. He also manages investments for a number of charities.

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Investment Management

Gerard Sweeting

Director of Private Clients

Gerard's Biography

Gerard has worked at Charles Stanley since 1997. He has over 35 years of experience in the industry managing Discretionary Portfolios as a Director of Shaw & Co stockbrokers, as a Far Eastern unit trust manager and as Chief Investment Officer of the London subsidiary of Generali, the Italian insurance company. Gerard is responsible for running 3 of Charles Stanley's Discretionary Fund Management models and these are used as a source of best ideas for managing bespoke portfolios for our clients.

Contact Gerard

Investment Management

Giles McKean

Senior Investment Manager

Giles's Biography

Giles graduated from Leeds University with a degree in Accountancy and Finance in 2006. He considers himself to be exceptionally lucky as he greatly enjoys the two key components of the job, talking to his clients and investment analysis. Giles started his career with HSBC where he completed the CeFA Financial Advisor qualification and moved to Charles Stanley in 2010 where completed the CISI Masters in Wealth Management Investment Manager qualification. He is a Chartered Fellow of the Securities & Investment Institute.

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Investment Management

Gillian Smith

Investment Managers Administrator

Gillian's Biography

Gill joined Charles Stanley in 2022 and has a background in in law, having qualified in both Scots and English law, and project management. Gill assists with the administration of Advisory and Discretionary private client portfolios in a team which supports Christopher Clayhills-Henderson.

Contact Gillian

Investment Management

Glen Avis

Investment Manager

Glen's Biography

Glen joined the Ipswich branch of Charles Stanley in 2000, moving from the accountancy profession. He fully qualified as an Investment Manager in 2008 and now specialises in managing private client portfolios, SIPPS and Trusts. Glen lives in the village of Hintlesham with his wife Liz and their two daughters. Glen's interests away from work include spending time with his family, playing golf and running, regularly participating in local 5km park runs.

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Glen Eels

Head of Personal Trading

Sales

Glenn Baker

Business Development Director

Glenn's Biography

Glenn joined Charles Stanley in 2018 and builds relationships with professional advisers and their underlying client mix, including entrepreneurs and business owners at various stages of their journey, charities, trusts and foundations, as well as clients across the spectrum of private client practice. Glenn was previously a director at Kleinwort Benson (2012-2017), before which he worked at Schroders Cazenove (2008-2012). Glenn sits on Charles Stanley's Responsible Investment Committee, he is a board member on the Action for Animal Health Development Board for the international charity The Brooke, and Glenn holds a PhD in English Literature from the University of Leicester. He is also the Branch Administrator for the City of London cohort of the Society of Trust and Estate Practitioners (STEP).

Contact Glenn

Investment Management

Gordon Martin

Senior Investment Manager

Gordon's Biography

Gordon Martin has over 40 years of experience in the financial services industry. He is a Chartered Fellow of the Chartered Institute of Securities and Investment and a Chartered Wealth Manager. He began his career in the City of London with Le Mare Martin where he advanced to a Dealer transacting the business of the firm on the London Stock Exchange trading floor. He then joined Townley & Co before joining the Hove office of Durlacher & Co in April 1993 where he specialised in Private Client, Trust, Charity and Pension portfolio management. He joined Charles Stanley in June 2002.

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Investment Management

Graham Austin

Director of Private Clients & Team Leader

Graham's Biography

Graham joined Charles Stanley as an Investment Manager in January 2018 and is based in our London office. He manages the investments of high-net-worth private clients, trusts, charities, and corporate entities on a discretionary basis. Graham has completed the Investment Management Certificate, holds the Masters in Wealth Management qualification, as well as the CII Diploma in Regulated Financial Planning and is a Chartered fellow of the Chartered Institute for Securities and Investments (CISI).

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Investment Management

Grant Paterson

Investment Manager

Grant's Biography

Grant joined Charles Stanley in 2014 assisting the branch manager, Christopher Clayhills-Henderson in managing advisory and discretionary portfolios for private clients, charities and trusts. He holds a number of investment related qualifications including the Investment Management Certificate and is a Chartered Wealth Manager. Grant has an interest in Green and Sustainable finance and the positive impact that investment can have on society and the environment.

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Investment Management

Gregory Snell

Senior Investment Manager

Gregory's Biography

Gregory is an Investment Manager in the Birmingham office and builds portfolios for private clients, intermediary's, trusts, charities and companies, taking into consideration their individual circumstances to create truly bespoke portfolios. Gregory is a Chartered Fellow of the Chartered Institute of Securities and Investments, having completed the Level 7 Masters in Wealth Management. In his spare time, Gregory enjoys golf, football and running along the Birmingham canals.

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Executive committee

Guillaume Rimbaut

Chief Risk Officer

Guillaume's Biography

Guillaume Rimbaut joined Raymond James Wealth Management as Head of Risk in 2016 and was appointed to the Executive Committee as Chief Risk Officer in 2019. Prior to Raymond James Wealth Management, Guillaume was Head of Risk for the Legal & General Savings Division. Guillaume has broad experience in risk management gained over many years in a variety of key risk roles with major financial institutions, including banking, general insurance and investment firms.

Contact Guillaume

Sales

Hannah Brooks

Business Development Assistant

Hannah's Biography

Hannah joined Charles Stanley in June 2022 as Business Development Assistant. Before this, she worked in the hospitality sector as a Sales Area Manager, where she focused on identifying new opportunities and building strong professional relationships. At Charles Stanley, Hannah manages all events and seminars for the Oxford office, working closely with the central marketing team. Collaborating with the Oxford branch and other departments, she helps deliver strategic initiatives that support branch growth and development. Outside of work, Hannah enjoys travelling, cooking, and walking her springer spaniel!

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Research

Hannah Lowry

Associate Analyst

Hannah's Biography

Hannah joined the Charles Stanley Research Team in 2023. Now an associate Collectives Analyst, responsible for the selection of best-in-class managers across all asset classes for inclusion on Charles Stanley's collectives Preferred List. Hannah has a degree in Economics from Royal Holloway, University of London and is currently studying towards CFA qualifications.

Contact Hannah

Financial Planning

Harry Bell

Director of Financial Planning

Harry's Biography

Harry joined Charles Stanley in 2022 as a Director of Financial Planning. He specialises in advising successful professionals, entrepreneurs, and wealthy families on holistic financial matters including wealth structuring, investment management, inheritance tax planning and retirement planning, often working alongside his client's other professional advisers. Harry has operated in the investment and wealth management industry since 2007. Prior to transitioning into financial planning, Harry worked primarily as an investment manager, managing investment portfolios for HNW families, individuals and trusts. Harry holds the prestigious Certified Financial Planner designation, is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and has a degree in Geography from the University of Leeds. Harrys spare time is primarily spent with his two young boys and dog, Winnie. He is a keen rugby and football spectator, loves to cook, and sings in a Welsh male voice choir.

Contact Harry

Central Financial Services

Heather Duerden

Front Office Support Administrator

Asset management

Hedley Lovegrove

Client Portfolio Manager

Hedley's Biography

Hedley joined Charles Stanley Asset Management as an Associate Portfolio Manager in November 2018, after graduating from Sheffield Hallam University with a first-class honours degree in International Finance and Investment and completing a placement year within Charles Stanley's Birmingham branch. He holds the Investment Advice Diploma and is a CFA Level 2 candidate.

Contact Hedley

Investment Management

Helen Milner

Investment Manager

Helen's Biography

Helen manages a range of portfolios for mainly Private Clients and Trusts. She is a Chartered Fellow of the Chartered Institute for Securities and Investments and has completed the STEP Certificate for Financial Services (Trusts and Estate Planning). Away from the office Helen enjoys spending time with her family in Somerset.

Contact Helen

Investment Management

Helena Oakes

Secretary

Helena's Biography

Helena's career began in the West End of London at a leading UK firm of Solicitors with whom she worked for twenty years. Looking for a change of direction, she and her family left London for Dorset where she subsequently joined Charles Stanley as a part time secretary in 2007. She now provides secretarial and administrative support to Sam Houston and Marie Alford. Helena enjoys family life and when time permits likes to spend time with family and friends, cook and walk her dog on the beach.

Contact Helena

01305 251155
helena.oakes@charles-stanley.co.uk

Investment Management

Henry Webster

Senior Investment Manager

Henry's Biography

Henry joined Charles Stanley in 2012 on the graduate scheme and qualified as an investment manager in 2015 following the completion of the Masters in Wealth Management exams. He has worked in a team with Hugo Akerman and James Dawson since 2014.

Contact Henry

Investment Management

Henry Williams

Portfolio Assistant

Henry's Biography

Henry joined Charles Stanley in 2019, having previously worked as an account manager at a technology start-up. He holds a degree in Economics and the CISI Investment Advice Diploma and is currently studying towards the Level 7 Chartered Wealth Manager qualification. Henry manages investment portfolios for high-net-worth individuals, charities, and trusts, with a particular interest in responsible investment and its practical application within portfolios.

Contact Henry

0139 245 3600
Exeter office

Investment Management

Holly Bellerby

Investment Managers Assistant

Holly's Biography

Holly heads up the administration for our Court of Protection team. She has worked in financial services & investment management for her whole career, including positions in New Zealand and Australia.

Contact Holly

Investment Management

Howard Burchett

Director of Private Clients & Team Leader

Howard's Biography

Howard Burchett joined Charles Stanley in 1997 after his previous company Shaw & Co were taken over. He manages investments for a wide range of clients including private clients, trusts, charities, and pensions. He is a Chartered Fellow of the Securities Institute.

Contact Howard

Board

Hugh Grootenhuis

Independent Non-Executive Director

Hugh's Biography

Hugh Grootenhuis joined Charles Stanley in September 2017 and is Independent Non-Executive Director of the Board of bothRaymond James Wealth Management Group Limited and Raymond James Wealth Management Limited. In addition, Hugh is Chair of the Audit Committee and Risk Committee as well as being a member of the Nomination and Remuneration Committees. Hugh is a Non-Executive Director of Raymond James Investment Services Limited and a Trustee of the Perivoli Foundation. He is also a Director of S.W. Mitchell Capital Public Limited Company and Bridge Fund Management Limited, both of which are registered in Ireland. He was formerly Chief Executive of Waverton Investment Management Limited (previously J O Hambro Investment Management).

Contact Hugh

London office

Investment Management

Hugo Akerman

Director of Private Clients

Hugo's Biography

Hugo Akerman has worked at Charles Stanley since 2005 and in the industry since 1986. He is a Chartered Fellow of the Securities Institute.

Contact Hugo

Financial Planning

Ian Avery

Senior Financial Planner

Investment Management

Ian Brown

Senior Investment Manager

Ian's Biography

Ian joined Charles Stanley in 2002. He was the Manager of the Dorchester office for 17 years up until 2019 when it was merged with the Bournemouth office. Ian began his career in 1987, after University. He was elected to Membership of the London Stock Exchange and is now Chartered Fellow of the Chartered Institute of Securities & Investments. Ian opened the Robson Cotterell, Dorchester office in 1992. Outside the office, is involved with a number of local charities as a trustee and is a trusted adviser and friend to his long standing clients.

Contact Ian

Investment Management

Ian Harley

Director of Private Clients

Ian's Biography

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.

Contact Ian

Investment Management

Ian Vitkin

Investment Manager

Ian's Biography

Ian Vitkin joined Charles Stanley in 2009 having previously worked at PSD Robinson Gear, a small family boutique IFA firm based in Manchester. Ian studied at Leicester University, obtaining both a Master's and first class degree in economic related courses. Ian caters for all types of clients (for example private clients, corporates, charities and trusts) and offers the most appropriate service level for their needs, whether that be Discretionary, Advisory or Execution Only. Ian also works very closely with numerous nationwide intermediaries. He is a Fellow of the CISI (FCSI) and is level 7 qualified through the 'Masters in Wealth management' CISI qualification. Ian lives just outside Manchester city centre with his wife, son and daughter and has a very keen interest in any sport, most notably golf, hockey and football.

Contact Ian

Research

Isabel Fairlie

Analyst

Isabel's Biography

Isabel joined Charles Stanley in 2020, starting out as a Research Assistant before becoming an Equity Analyst in 2022. She holds a degree in Biology from the University of Sheffield, has completed the Investment Management Certificate and is a CFA charterholder.

Contact Isabel

Research

Ismail Rashid

Senior Analyst

Ismail's Biography

Ismail joined Charles Stanley in December 2021 as an equity research analyst. He has 8 years of industry experience previously working at EFG Harris Allday, a subsidiary of EFG Private Bank, and Wesleyan Assurance Society in similar roles. He is a graduate from the University of Birmingham with a first-class degree in Mathematics with Business Management. Ismail has passed all three levels of the CFA Program and has been a Charterholder since December 2021. He is also an active member of the CISI.

Contact Ismail

Investment Management

James Dawson

Director of Private Clients

James's Biography

James joined Charles Stanley in June 2000 as a research Equity Analyst. He has worked as both Buy-Side equity research and Sell-Side equity research alongside the Corporate Finance & Broker Team. James moved into Investment Management at Charles Stanley in June 2012. Prior to Charles Stanley, James worked at HSBC Treasury Markets where he was the Financial Controller responsible for the Bond Options and Proprietary Trading desks. Prior to this he trained as an accountant and auditor in private practise. James provides analytical expertise on a wide range of portfolio constituents and sectors, including the portfolio construction and stock selection for high net worth individuals Trusts and Charities.

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Investment Management

James Dawson

Director of Private Clients & Team Leader

James's Biography

James joined Charles Stanley in June 2000 as a research Equity Analyst. He has worked as both Buy-Side equity research and Sell-Side equity research alongside the Corporate Finance & Broker Team. James moved into Investment Management at Charles Stanley in June 2012. Prior to Charles Stanley, James worked at HSBC Treasury Markets where he was the Financial Controller responsible for the Bond Options and Proprietary Trading desks. Prior to this he trained as an accountant and auditor in private practise. James provides analytical expertise on a wide range of portfolio constituents and sectors, including the portfolio construction and stock selection for high net worth individuals Trusts and Charities.

Contact James

Research

James Ford

Senior Analyst

James's Biography

James joined Charles Stanley in September 2018 as a Business Analyst within the Private Client Investment Management department. In September 2019, he transitioned to the Research team, focusing on equity analysis. He has 6 years of experience as an equity analyst. He holds a Master's degree in Economics, Banking and Finance and is a CFA charterholder.

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Investment Management

James Gerard Leigh

Investment Manager

James's Biography

James joined Charles Stanley in October 2017, managing portfolios on behalf of private clients, trusts, charities and pensions on both a discretionary and advisory basis. He is a Chartered Member of the Chartered Institute for Securities and Investments, holding the Level 7 Chartered Wealth Manager qualification as well as the IAD and IMC. In his spare time James enjoys going to the races, playing golf and spending time at his family home near Marlborough in Wiltshire.

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Investment Management

James Hardy

Portfolio Manager

James's Biography

James joined Charles Stanley in 2013 and is a Portfolio Manager and Assistant Branch Director. He helps create and manage bespoke private client portfolios for the Exeter office, drawing on his technical expertise and client-focused approach. James is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the CISI Wealth Manager Qualification. He also holds a BSc (Hons) in Business Management from the University of Birmingham.

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Investment Management

James Kilby

Investment Manager

James's Biography

James joined Charles Stanley in 2021 and is an Investment Manager based in the Exeter office. He is a Chartered Member of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager, and holds the Level 7 Wealth Manager qualification. James has also completed the Level 1 Chartered Financial Analyst exam, holds a Masters in banking and finance, and a Level 3 qualification in wines. He has a strong interest in all aspects of finance and outside of work enjoys staying active, particularly in the gym or walking his dog while listening to podcasts.

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Investment Management

James King

Assistant Portfolio Manager

Investment Management

James Maclaren

Investment Manager

James's Biography

James entered the finance industry in 2000, having graduated with a degree in Mathematics from the University of Manchester. He has over 20 years experience in managing and advising upon investments, predominantly on a Discretionary basis for the full spectrum of clients. In addition, he has undertaken financial planning qualifications to enable him to adopt a more holistic approach to client needs. In his spare time, James is a keen hiker, plays squash (when not injured) and enjoys lifting weights at his numerous gym sessions each week and helps host a Golf podcast (despite being a terrible golfer)

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Investment Management

James Missen

Trainee Investment Manager

James's Biography

James joined Charles Stanley in the summer of 2022 as a Trainee Investment Manager. After graduating in 2017, James travelled to New York City to gain experience in the financial markets, before returning to the South West where he has spent the last three and a half years working within stockbroking. James enjoys sport, particularly running as well as marathon kayaking which takes him to competitions all over the country and abroad.

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Asset management

James Rae

Head of IHT

James's Biography

James is the head of the AIM Inheritance Tax Team and has extensive experience with managing AIM portfolios. Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service. During his time there, James had one of the best AIM track records in the industry and oversaw a period of very strong inflows.

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Investment Management

James Smith

Branch Manager & Senior Investment Manager

James's Biography

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He started his investment career with Brewin Dolphin, where he spent 11 years. In June 2011 James joined Charles Stanley's Eastbourne Office as an Investment Manager, managing portfolios for private clients, trusts and charities. In February 2013 James was appointed Branch Manager of the Eastbourne Office. James is married to Daniela and his interests include all forms of sport but, in particular, golf and football, as well as films, music and D.I.Y.

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Investment Management

James Wynn

Investment Managers Assistant

James's Biography

James joined Charles Stanley in November 2016 as an investment managers assistant, where he plays a crucial role in supporting our investment management team to ensure that our clients receive excellent service. James is dedicated to contributing to the success of our firm and assisting in achieving our clients' financial goals.

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Investment Management

Jamie Colville

Investment Managers Assistant

Jamie's Biography

Jamie joined Charles Stanley in 2015 and has been supporting the Investment Management division since January 2019, having previously worked in Client Data and the Secretarial Department. Prior to this Jamie was providing support in business banking for Royal Bank of Scotland after studying ILEX Legal Secretary at Havering college.

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Asset management

Jane Bransgrove

Director of Asset Management

Jane's Biography

Jane Bransgrove joined Charles Stanley in 2013 when the company acquired Pan-Asset Capital Management. She previously worked at Sarasin Chiswell (formerly Cantrade), having studied at Loughborough University reading Accounting and Financial Management. Jane Bransgrove looks after private clients, charities and trusts on a Discretionary and manages model portfolios for financial advisers, specialising in active asset allocation combined with passive implementation. She is an Associate member of the CFA Society of the UK and Chartered Member of the Chartered Institute for Securities & Investment.

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Investment Management

Janet Hall

Senior Investment Manager

Janet's Biography

Janet began her career in the early 80's after joining a firm of stockbrokers in Bexhill-on-Sea. She moved to Brewin Dolphin in 2003, where she became a Divisional Director, and joined Charles Stanley's Eastbourne office in February 2011. Janet's great passions are classic cars, antique jewellery and music. Janet is a Chartered Fellow of the Securities Institute.

Contact Janet

Investment Management

Jasmin Miah

Assistant Portfolio Manager

Jasmin's Biography

Jasmin joined the Birmingham branch team in November 2021 as a Junior Portfolio Manager. Prior to this Jasmin has worked in banking for four and half years with a degree in Business Management, Accounting and Finance. She is an Associate Member (ACSI) member of the Chartered Institute for Securities and Investments and has completed her Level 4 Investment Advice Diploma. She hopes to complete the Level 7 Chartered Wealth Manager qualification next. In her spare time, Jasmin enjoys spending time with her family, especially her nieces and her friends.

Contact Jasmin

Investment Management

Jason Winslow

Director of Private Clients

Jason's Biography

Jason is a Director of Private Clients and a Fellow of The Chartered Institute for Securities and Investment. He has worked at Charles Stanley since 1992 and was one of the group of brokers that set up the Bournemouth office of Charles Stanley in that year. Jason has more than 30 years of broking experience dealing with private, corporate and charity clients.

Contact Jason

Investment Management

Jenni Guard

Investment Managers Assistant

Jenni's Biography

Jenni joined Charles Stanley as an Investment Managers Assistant in January 2025, having previously worked at Quilter in the Fund Relationships team. Jenni's career in finance started in 2018 at Killk & Co in London as a Portfolio Administrator. Outside of work she enjoys countryside walks, travel and spending time with her young daughter.

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Investment Management

Jenni Whitehouse

Investment Managers Assistant

Jenni's Biography

Jennifer joined Charles Stanley in May 2018 after completing a degree in Writing, Directing & Performance at the University of York. She began her career at Northallerton Headquarters with North Yorkshire Police having gained secretarial and PA skills working alongside senior management. Jennifer is a keen writer with hopes to become a published author and she also enjoys travelling and attending the theatre.

Contact Jenni

Investment Management

Jennifer Watt

Investment Managers Assistant

Jennifer's Biography

Jennifer is an investment managers assistant with experience of Financial Services from school and placements. She assists the Investment Managers in Ian Harleys team. Outside of work Jennifer is part of a local choir and volunteers for Rainbows and Brownies which is part of Girlguiding. Alongside that Jennifer likes walking her two dogs and doing occasional baking.

Contact Jennifer

Investment Management

Jeremy Messenger

Investment Manager

Jeremy's Biography

Jeremy joined Charles Stanley in 2012, having graduated from Loughborough University with a BSc Honours degree in Banking, Finance and Management. Jeremy manages bespoke discretionary and advisory portfolios for private clients, including ISAs and SIPPs, trusts and charities. Jeremy obtained the Level 7 Masters in Wealth Management in 2015 through the Chartered Institute of Securities and Investments, and became a Chartered Fellow of the Institute in 2018.

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Investment Management

Jeremy Robinson

Director of Private Clients

Jeremy's Biography

Jeremy joined Charles Stanley in 2005, having been in the industry since 2003. He manages discretionary, direct equity portfolios specialising on private clients, trusts and intermediated clients. Jeremy is a Chartered Fellow of the CISI and is actively involved in a number of the firm's business and operational processes. In his free time, Jeremy plays the drums, coaches grassroots rugby and spends time in the mountains with his family.

Contact Jeremy

Investment Management

Jim Perrin

Investment Manager

Jim's Biography

Jim Perrin joined Charles Stanley in 2006 having previously worked for Teather & Greenwood , Prudential Bache & Fortis N.V. He has over 30 years' experience of the City having begun his career in the late 1980s.

Contact Jim

Financial Planning

Jo Billings

Senior Financial Planning Assistant

Jo's Biography

Jo joined Charles Stanley in 2023, bringing over 25 years of experience in financial planning services. As a Senior Financial Planning Assistant, Jo combines deep industry knowledge with a collaborative and client-focused approach. She supports two financial advisers, playing a key role in helping them deliver high-quality outcomes for their clients.

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Investment Management

Jo Mason

Investment Managers Assistant

Jo's Biography

Jo joined Charles Stanley in 2004 as an Investment Managers Assistant. Jo assists a team of Investment Managers in areas of private clients, charities and trusts on both a Discretionary and Advised basis and also specialising in Probate matters.

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Investment Management

Jo Mysko

Office Manager

Jo's Biography

Jo's employment background has covered both private and public sectors of industry. After having lived abroad, Jo moved back to Norfolk, and joined the Norwich Branch of Charles Stanley in January 2016. She is a member of the Norwich Business Women's Network. Jo has performed professionally as a singer and 12-string guitarist for many years.

Contact Jo

Financial Planning

Joe Powell

Financial Planner

Joe's Biography

Joe is a qualified Financial Planner and helps private individuals achieve their lifetime goals by advising on areas such as retirement, investment, and inheritance tax planning. Joe joined Charles Stanley from Tilney in 2020 as paraplanner and has since progressed into a Financial Planner role within the firm. Outside of work Joe enjoys travelling and playing sport.

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Investment Management

Joe Sansom

Investment Managers Assistant

Joe's Biography

Joe joined Charles Stanley as an Investment Manager's Assistant in August 2024, right after completing his A-levels in Economics, Business, and Geography with Highcliffe Sixth-form. His enthusiasm for these subjects has been fuelled by his curiosity and interest in the stock market, which stems from a young age. In preparation to joining Charles-Stanley, Joe completed work experience in financial advice with St. James's Place. Beyond his professional life, he has a passion for travel and enjoys weightlifting.

Contact Joe

Investment Management

John Boothman

Investment Manager

John's Biography

John Boothman joined Charles Stanley in 2006 from Barclays Wealth and is a Chartered Fellow of the Chartered Institute for Securities and Investment being level 7 qualified through the 'Masters in Wealth management' CISI qualification. He specialises in discretionary portfolio management for private individuals, trusts and pensions (including SIPPs). His interests outside work include almost any sport, travelling and is an avid oenophile.

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Investment Management

John Devine

Senior Investment Manager

John's Biography

John is a Senior Investment Manager at the Guildford office and manages portfolios for private individuals and trustees. John joined Charles Stanley in January 2018, having managed portfolios in Guildford for over a decade. John has worked with investments since 2004 managing portfolios predominantly on a discretionary basis since 2007. John is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Chartered Wealth Manager, and has considerable experience of working with financial planners and their clients.

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Central Financial Services

John Porteous

MD CFS and CCO

John's Biography

John Porteous was appointed Head of Distribution in March 2019 from Quilter PLC, where he was the group's Retail Client Services Solutions Director. Prior to that, John was Director in charge of overall Client Proposition at Tilney (formerly Towry), also chairing their Investment Committee. John has chaired and served as a Director on a number of Professional and Trade Bodies. John is a Chartered Fellow of both the CISI and Personal Finance Society.

Contact John

Financial Planning

John Redpath

Senior Director of Financial Planning

John's Biography

John is a qualified Chartered Financial Planner with 32 years experience. He has responsibility for both client advice and managing Charles Stanley Financial Planning in Scotland. An Economics graduate from Strathclyde University, John joined Charles Stanley in January 2018 following a successful career at Towry Ltd and Tilney where he was the Managing Partner.

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Investment Management

John Stewart

Branch Manager & Investment Manager

John's Biography

John joined Charles Stanley in 2005. John is a Fellow of the Chartered Securities Institute and holds the Securities Institute Diploma. John manages portfolios for Charities, Trusts and private clients. In his spare time he enjoys golf and is a keen club tennis player.

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Investment Management

John Taylor

Investment Manager - AIM/IHT

Investment Management

Jon Curtis

Senior Investment Manager

Jon's Biography

Jon joined Robson Cotterell in June 1987, four months before the market crash so it was an interesting first few months in the industry. After relocating to the firm's Eastbourne office in 1993 and after working for five years on the Sunshine coast he moved back to his home town of Bournemouth and worked for Christows which eventually became part of Investec. Well known and regarded in the industry, Jon has over 25 years' experience in managing the investments of private clients, charitable funds, SIPPs and trusts. Jon was made a Chartered Fellow of the Securities Institute in 2011.

Contact Jon

Investment Management

Jonathan Baker

Director of IMS - Branches

Jonathan's Biography

Jonathan has over 30 years experience in financial services having started at Prudential. He joined Charles Stanley in 2008 as an Investment Manager and Leeds Branch Manager. He took over the responsibility of the Manchester branch and was appointed as Director of Private Clients in the North of the country in October 2018. He continues to be actively involved in managing his own clients investments.

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Investment Management

Jonathan Snell

Senior Investment Manager

Jonathan's Biography

Jonathan has over a decade of investment experience and joined Charles Stanley in 2014, having previously worked at Coutts and PSigma IM. He studied at UWE Bristol reading Accounting and Finance with a year at Hargreaves Lansdown.Jonathan looks after private clients, charities and trusts on both a Discretionary and Advisory basis. He is FCA Level 7 with the CISI Chartered Wealth Manager qualification.

Contact Jonathan

Investment Management

Josh Ryan

Investment Managers Assistant

Josh's Biography

Josh joined Charles Stanley in March 2022 following his graduation from the University of Surrey, achieving Distinction in Investment Management MSc, and a 2:1 in Economics BSc (Hons). Josh has always taken part in an array of extracurricular activities, from playing sports such as table tennis, badminton and golf, to performing in local brass bands as a cornet player.

Contact Josh

Executive committee

Julie Ung

General Counsel & Group Company Secretary

Julie's Biography

Julie joined Raymond James Wealth Management in 2005, after qualifying as a solicitor at British Gas PLC and then gaining financial services experience while working at a professional indemnity insurance managing agency in the City. Building on her roles there as Company Secretary, Head of Legal and HR Manager, Julie is now Raymond James' Group Company Secretary and General Counsel.

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Central Financial Services

Kara Kirk

Assistant Client Relationship Manager

Central Financial Services

Karen Barnard

Assistant Client Relationship Manager

Investment Management

Katharine Gearey

Investment Managers Assistant

Katharine's Biography

Katharine Gearey joined Charles Stanley in July 2009 from a well-respected small private bank. She initially worked with Paul Robinson but following Paul's retirement in April 2017 joined with William Shaw and Will Le Blanc-Smith. Katharine's role as an Investment Management Assistant involves a wide range of administrative, client liaison and investment manager support functions. She enjoys getting to know clients and helping them with any queries.

Contact Katharine

Investment Management

Katie Presland

Senior Investment Manager

Katie's Biography

Katie is a Senior Investment Manager in the Tunbridge Wells office and her career in the industry has spanned over 31 years in managing the investments of private clients, charitable funds, trusts and SIPPS. She started her career in 1993 with Albert E Sharp in Bristol and joined Rathbones (Neilson Cobbold) in Bristol in 1997, before relocating to their Tunbridge Wells office in 1998, and then opened the office for Charles Stanley in 2001. Katie is well regarded and known within the industry and investment community, and previously held the position of President of the South East Branch for the CISI for 2 years and she was also Vice-President for the previous 4 years and fundamental on the creation of the branch. She also takes time to support local charities and works closely with local agents and out of the office Katie enjoys spending time with family, particularly her husband and 2 daughters. In 2023, Katie won the Woman of Distinction Award for Charles Stanley.

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Investment Management

Katie Tasker

Senior Investment Manager

Katie's Biography

Joined Charles Stanley in 2011 from Brewin Dolphin. Katie looks after private clients, charities and trusts, and has completed the Chartered Wealth Manager qualification gaining the highest mark in the country for one of the papers. She sits on the Portfolio Construction Theory Exam Panel, Charles Stanley's Diversity Committee and the Wealth Management Forum Committee.

Contact Katie

Sales

Katrina Gane

Business Development Manager

Katrina's Biography

Katrina joined Charles Stanley in August 2022 and specialises in building and maintaining strong, lasting relationships with professionals, entrepreneurs, and business owners to help fulfil their financial objectives. Katrina graduated from the University of Durham in 2013 and has passed her IMC.

Contact Katrina

Sales

Keith Arnold

Business Development Manager (East)

Keith's Biography

Keith joined the Charles Stanley Intermediary Sales team in January 2013. Prior to that, Keith worked at Aviva for 26 years as a Business Development Manager. Keith is DipPFS qualified, holding amongst others, the G60 Pensions and G20 Investment examinations. Keith's role within Charles Stanley is to focus on the development of Financial Advisor business across East Anglia working closely with the local Investment Managers.

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Research

Kenneth Warnock

Senior Equity Analyst

Kenneth's Biography

Kenneth joined Charles Stanley in July 2024 as a Senior Equity Analyst. Kenneth has over 25 years of experience as an equity analyst and portfolio manager. He holds a BSc. (Hons) in Mathematics for Business Analysis from Glasgow Caledonian University and is a member of the CFA Society of the UK.

Contact Kenneth

Board

Kim Jenson

Group Chief Executive Officer

Kim's Biography

Kim Jenson is the CEO of Raymond James Wealth Management Group Limited and Raymond James Wealth Management, and she is responsible for overseeing the Raymond James UK wealth management business. Kim is an Executive Director of the Board of both Raymond James Wealth Management Group and Raymond James Wealth Management. Kim joined from Raymond James Financial, Inc. in the US where she was Chief Operating Officer for Raymond James US Private Client Group. Kim has relocated to the UK as part of her new role. Kim has more than 40 years of financial services experience. Prior to joining Raymond James in 2017, she held senior leadership roles at both UBS and Piper Jaffray. She began her career with Norwest Bank Minnesota (now Wells Fargo) and the Security State Bank of Fergus Falls, Minnesota. Since joining Raymond James, she has led several internal teams, including PCG Strategy & Planning, Associate Financial Services, Investment Central, PCG Education & Practice Management, AdvisorChoice Consulting, Succession & Acquisition Planning, and Adviser Inclusion Networks, as well as the firms Private Wealth and Sustainable Investing initiatives. Her industry leadership experience includes correspondent banking, treasury management, trust and investment services, product development and sales, wealth management field management, coaching and development, and recruiting. An active member of both local and international communities, she has served on the board of trustees for the Minnesota Orchestra, Minnesota Public Radio, Chicago Foundation for Women, Stanley Manne Childrens Research Institute, Johns Hopkins All Childrens Hospital and Friends of Ngong Road.

Contact Kim

Investment Management

Kiran Chavda

Senior Investment Manager

Kiran's Biography

Kiran began his career at the International Stock Exchange in 1986, where he pioneered the first pilot share shop. He then spent 25 years at Barclays, honing his expertise in financial management. In April 2014, Kiran joined Charles Stanley. With 38 years of experience, he excels in managing relationships and portfolios for private individuals, trusts, companies, charities, and SIPPs. Kirans investment philosophy is centered around long-term growth and risk management, thorough research and due diligence. As a Chartered Fellow of the Chartered Institute for Securities & Investment, Kiran is committed to maintaining the highest standards of integrity and professionalism in all his dealings.

Contact Kiran

Investment Management

Kirsten Iles

Investment Managers Assistant

Investment Management

Laura Ballantyne

Investment Manager

Laura's Biography

Laura started her career in 1989, working for Robson Cotterell, a large provincial stockbroking firm. She was the company's first female Registered Representative and went on to gain chartered membership of the Securities Institute. She joined Charles Stanley as a Senior Investment Advisor when the firm was acquired in 2002 and looks after a wide range of charity and private clients.

Contact Laura

Investment Management

Lawrence Fagg

Director of Private Clients

Lawrence's Biography

Upon Graduation, Lawrence joined the Stockbroking firm of Stock Beech and has been managing investments for clients ever since. Previously, a director at Greig Middleton and Gerrard, Lawrence founded the Birmingham Office of Charles Stanley in 2005. Always living in Solihull, he was a member of Rotaract and Round Table and is Treasurer to his local Scout Group and a Vice President of Birmingham Scout Associ

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Investment Management

Leah Matthews

Investment Managers Assistant

Leah's Biography

Leah joined in 2015 as an Investment Managers Assistant to the team and has achieved the Chartered Institute for Securities & Investment (CISI) Level 3 Certificate in Investment Operations. Leah is in charge of all the administration for the team including private client accounts, ISAs, trusts and pensions.

Contact Leah

Investment Management

Lee Enright

Investment Manager

Lee's Biography

Starting his career in 2000, Lee manages both High Net Worth clients and Intermediary relationships mainly in the North West. He specialises in discretionary investment management and is pushing forward the profile of Charles Stanley, especially with Financial Advisers in the North West. Lee has a number of industry recognised qualifications and is a Chartered Member of the Securities Institute. Outside of work Lee is a keen sportsman although he will tell you injuries stopped him turning professional in any. He also enjoys seeing new cities with Rome being a particular favourite alongside good food, drink and company.

Contact Lee

Sales

Lee Jones

Business Development Manager (North)

Lee's Biography

Lee has worked in the financial services industry for over 15 years, he has experience across all areas of distribution, which include Discretionary Investment Management, Asset management, Bancassurance and Advisory Platform Technology. Lee covers the North region and works in conjunction with local investment managers and the asset management Team in order to develop intermediary relationships & business growth across Charles Stanley Investment Services. He has a focus on helping IFAs navigate through the ever-changing regulatory landscape and ensuring required outcomes are achieved for business and their clients.

Contact Lee

Investment Management

Lennie Wratten

Investment Managers Assistant

Research

Lewis James-Lawrence

Senior Responsible Investment Analyst

Lewis's Biography

Lewis joined Charles Stanley in 2021 to focus on ESG equity research and now works on responsible investment initiatives across the business. Previous roles include: Equity Analyst at EdenTree, Fund Research at a family office and Private Equity Infrastructure Analyst after starting his career in administration and settlements. Lewis has a Master's degree in Finance, Investment and Risk after a BA Joint Hons in Accounting, Finance and Economics. Lewis has passed Level 1 of the CFA and holds the CFA Certificate in ESG Investing alongside the Investment Management Certificate and has 12 years of industry experience.

Contact Lewis

0207 149 6683
lewis.james-lawrence@charles-stanley.co.uk
London office

Investment Management

Liam Todd

Assistant Portfolio Manager

Liam's Biography

Liam is an Assistant Portfolio Manager in the Oxford team. He holds a First Class degree in Economics, Finance and International Business, as well as the Investment Management Certificate (IMC), and is currently studying for CFA Level 1.

Contact Liam

Investment Management

Lily Ackland

Investment Managers Assistant

Lily's Biography

Lily has been with Charles Stanley since spring 2018 as an Investment Managers Assistant, assisting Edward Playne and Phil Epsley. Joining Charles Stanley with over 7 years experience working in administration, spending the last few years in financial services. She joins the team in a position where she can best utilise her skills and provide support across the Investment Management teams and their clients. Lily moved to Bath in 2015 after living abroad for 2 years in Australia and Ireland, she is an avid reader, travelling enthusiast, and cricket widow!

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Research

Lindsey Heath

EA Business Manager

Central Financial Services

Lisa Caplan

Director of Charles Stanley Direct Advice and Guidance

Lisa's Biography

A chartered Financial planner, using technology to make it easier for people to move forward towards financial wellbeing. Lisa combines digital experience gained at Nutmeg with Financial planning knowledge gained over thirteen years working in personal finance.

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Investment Management

Lisa Carter

Administrator

Lisa's Biography

Lisa has worked for Charles Stanley for over 30 years. She is part of the administration team responsible for the day-to-day running of client's portfolios. Lisa lives in Ipswich with her husband and two daughters. When she isn't running her youngest daughter around to various places, Lisa likes reading and enjoying her garden.

Contact Lisa

Investment Management

Lois Gray

Investment Manager

Lois's Biography

Lois is an investment manager who has been working at Charles Stanley since 2017. Lois has over thirteen years' experience of private client portfolio management and is a Chartered Fellow of the Securities Institute. Prior to this, she accumulated an additional seventeen years of wider experience in the London financial services sector.

Contact Lois

Investment Management

Lorraine Murphy

Senior Investment Managers Assistant

Lorraine's Biography

Lorraine joined Charles Stanley in 2004, having previously worked at the investment arm of a major high street bank and at a local law firm. She supports the management of client portfolios across a range of accounts, assisting with day-to-day administration and ensuring a smooth client experience. Her broad industry background and attention to detail make her a reliable and valued member of the team, contributing to the delivery of high-quality investment services.

Contact Lorraine

Investment Management

Louis Coke

Director of Private Clients

Louis's Biography

Louis joined the firm in 2005 as a Clerk. He worked his way up, beginning to manage client funds in 2010. Louis advises families & individuals, empowering them to build, preserve and enjoy their wealth. Louis blends technical investment skills with a deep understanding of what clients are trying to achieve over multiple generations. Louis holds the CISI Masters in Wealth Management qualification. Additionally, he has passed the Introduction to Sustainability course from the University of Illinois, Management Diploma from the ILM and more recently Diploma in Regulated Financial Planning from the Chartered Insurance Institute.

Contact Louis

Investment Management

Louise Penttila

Investment Managers Assistant

Louise's Biography

Louise joined the Norwich Branch of Charles Stanley in August 2014, as a Branch Assistant, having originally worked for a similar firm. Louise transferred to the Birmingham Branch of Charles Stanley in 2016 as an Assistant Portfolio Manager. She is an Associate Member of the Chartered Institute for Securities and Investments (CISI) and hopes to continue to achieve further investment qualifications. In her spare time Louise enjoys walking her dog, reading and spending time with her family.

Contact Louise

Central Financial Services

Lucy Jebson

Front Office Support Administrator

Investment Management

Lucy Wickett

Investment Managers Assistant

Lucy's Biography

Lucy has recently relocated to Surrey and started working for Charles Stanley in December 2022. Previous to joining, she has worked in communications and administrative roles in both corporate and creative fields. Lucys interests include music, cooking and travel.

Contact Lucy

Research

Lynn Hutchinson

Head of ETF & Index Solutions

Lynn's Biography

Lynn Hutchinson is Head of ETF and Index Solutions focusing on exchange traded funds (ETFs) and index tracking funds and is responsible for including a range of these products across all asset classes onto the Group Preferred List of Funds. Lynn has been panel member for the selection on the Investors' Chronicle Top 50 Core ETFs and Top Niche ETFs for a number of years now. She was also a judge on the panel of the ETF Stream Awards 2022 and 2024. Lynn joined Charles Stanley following the acquisition of Evercore Pan Asset in 2013. She has over 30 years of working in the City and holds the Investment Management Certificate (IMC).

Contact Lynn

Investment Management

Maddie Hearn

Investment Managers Assistant

Investment Management

Magdalena Sulowska

Investment Managers Assistant

Magdalena's Biography

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.

Contact Magdalena

0131 550 1260
magdalena.sulowska@charles-stanley.co.uk
LinkedIn Profile
Edinburgh office

Investment Management

Manjulla Dhir

Senior Investment Managers Assistant

Marc Rayner

QR Reviewer

Board

Marcia Campbell

Independent Non-Executive Director

Marcia's Biography

Marcia Campbell joined Charles Stanley in October 2018 and is an Independent Non-Executive Director of the Board of both Raymond James Wealth Management Group Limited and Raymond James Wealth Management Limited. In addition, Marcia is Chair of the Remuneration Committee and is also a member of the Audit, Risk and Nomination Committees. Marcia is also a Non-Executive Director of Raymond James Investment Services Limited. She was formerly Group Operations Director and Chief Executive Officer of Asia Pacific at Standard Life. In the past Marcia has sat on the Board of Directors of Sainsburys Bank Plc and Murray International Trust Plc, amongst others. She is also a Non-Executive Director of Canada Life Asset Management Limited and Willis Limited.

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London office

Investment Management

Marcia McKenzie

Investment Managers Assistant

Marcia's Biography

Marcia has been a dedicated professional in financial services for over 40 years. She began her career in banking with NatWest before becoming a valued team member at Greig Middleton. In August 2005, Marcia played a pivotal role in opening the Charles Stanley office in Birmingham, where she continues to make a significant impact. Although Marcia has spent most of her life in Birmingham, her family roots trace back to Barbadosa place she visits almost every year, much to the envy of her colleagues! Outside of work, Marcia is passionate about tennis and athletics, though she enjoys most sports. She also loves reading and socialising with family and friends, often at restaurants or the theatre.

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Investment Management

Marie Alford

Investment Manager

Marie's Biography

Marie Alford joined Charles Stanley in 2008, having previously worked at Barclays Wealth and Gerrard Investment Management. Marie looks after private clients, charities and trusts on a Discretionary basis. She is a Chartered Wealth Manager and Fellow of The Chartered Institute for Securities & Investment.

Contact Marie

0130 5217405
marie.alford@charles-stanley.co.uk

Financial Planning

Mark Davies

Financial Planner

Mark's Biography

Mark is a fully qualified Senior Financial Planner based in our Birmingham office. Mark joined Charles Stanley in January 2014, having previously been employed as an Independent Adviser with Nat West from 1991. Mark developed close working relationships with his banking colleagues and external introducers in the Midlands, whilst providing a high quality service with holistic financial planning advice to high net worth personal and corporate clients.

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Investment Management

Mark Dobson

Investment Manager

Mark's Biography

After graduating from University with a degree in Business Studies, Mark started his career in the Investment Management Department of C Hoare & Co Private Bank before moving to the Bournemouth Office of Charles Stanley in 2004. He now specialises in managing discretionary and advisory portfolios for a wide range of clients. When not working, Mark is a keen Golfer and Sailor and competed in the Highland Adventure Race in September 2011.

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Investment Management

Mark Dufton

Investment Manager

Mark's Biography

Mark is a graduate of Keble College, Oxford University (degree in Engineering Science) and is a Chartered Fellow of the Chartered Institute for Securities and Investment. His career in stockbroking and wealth management started in 1987 and he became a member of the Stock Exchange in 1991. He manages investment portfolios for private individuals, trusts, pensions (including SIPPs), corporations and charities. His interests outside work include golf and travelling.

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Asset management

Mark Hannon

Portfolio Manager

Mark's Biography

Mark Hannon joined Charles Stanley in March 2016 having graduated from the University of Bath with a degree in Accounting and Finance, becoming a Portfolio Manager in the Tailored Discretionary Management service in 2020. Mark has passed the CFA level III exam and is working towards becoming a full charterholder.

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Investment Management

Mark Henderson

Senior Investment Manager

Mark's Biography

Mark is a senior investment manager in the Tunbridge Wells office who is responsible for managing portfolios on behalf of a wide range of clients including private individuals of all ages both in the UK and overseas, charities, trusts, SIPPs and corporate accounts. Mark is also a Chartered Fellow of the Chartered Institute of Securities & Investments. He started his stockbroking career with Kleinwort Benson back in the late 80s when he worked in the City for five years before joining Shaw & Co back in Tunbridge Wells. He became manager of their Crowborough branch and subsequent to the acquisition of Shaw & Co by Charles Stanley in 1998, the two branches merged in 2004. During this time Mark helped steer his clients through the TMT or Dotcom 'bubble' of the late 1990s, and more recently the Financial Crisis of 2007/08. He was also part of a small team who managed a Utilities Fund which had an enviable track record of being the No.1 performer for many years. Mark lives with his wife Francesca in the village of Matfield just outside Tunbridge Wells and enjoys fly fishing, skiing, playing backgammon and walking the dogs at weekends.

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Investment Management

Mark Hinds

Branch Manager & Senior Investment Manager

Mark's Biography

Mark joined the Norwich Branch of Charles Stanley in 1998 and became Branch Manager in 2013. He manages Investment portfolios for private individuals, trusts and charities both directly and working with financial advisers, solicitors and accountants. He holds a Master of Architectural Engineering Meng (Leeds University and Pennsylvania State University), is a Chartered Fellow of the CISI and past President of the East Anglia Branch of the CISI. Mark is fascinated by Economic History, and has recently taken up golf with his two sons to challenge his mental resilience!

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Investment Management

Mark Ireland

Investment Manager

Mark's Biography

Mark joined Charles Stanley in 2014 having previsouly 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.

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Investment Management

Mark Quilter

Director of Private Clients

Mark's Biography

Mark has worked within Wealth Management for 36 years and Court of Protection for 30 years. Mark won the original tender to be panel broker to the Court of Protection and has had a very close working relationship with the Court throughout his career.

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Investment Management

Martin Badder

Investment Manager

Martin's Biography

Martin has managed investment portfolios for high-net-worth and ultra-high-net-worth individuals since 2006. Having previously worked for Rowan Dartington among other city firms, he brings a wealth of experience to his role. Martin lives in Bath and is married with two children. He enjoys strength training at Crossfit Bath, and most years runs in the Bath Half. You may also catch him at The Wave in Bristol where he enjoys surfing regularly.

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Investment Management

Mary Coughlan

Senior Investment Manager and Branch Manager

Mary's Biography

Mary enables high net worth individuals achieve their investment goals by building and maintaining a successful portfolio, providing a bespoke and personal service. With significant experience in managing bespoke client portfolios, SIPPs, charities and trust assets, she works in conjunction with other professionals to provide a holistic outcome for clients. Mary focuses on protecting and growing clients wealth over the longer term, she constantly evaluates markets, sectors and themes incorporating socially responsible investing, cloud computing, digitisation, clean energy and biotechnology themes into portfolios. Mary is a Chartered Member of the Securities Institute and holds a PhD in Biochemistry from University College Galway.

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Investment Management

Matt Lidstone

Director of Private Clients

Matt's Biography

Matt Lidstone joined Charles Stanley in 2005, having previously worked at Prudential Bache. Matt looks after private clients, charities and trusts on a Discretionary and Advised basis.

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Investment Management

Matthew Aillud

Investment Managers Assistant

Matthew's Biography

Matthew joined Charles Stanley in 2013. He supports a team of Investment Managers and is an accredited ACSI member of the CISI

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Investment Management

Matthew Durrands

Director of Private Clients - Court of Protection

Matthew's Biography

Matthew heads up our Court of Protection Team, based in our London office. Matthew began his career as a Private Client stockbroker in 1998 with Greig Middleton, having spent four years working in banking following completion of a Degree in Finance. He joined Charles Stanley in 2007.

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Investment Management

Matthew Guy

Senior Investment Manager

Matthew's Biography

Matthew joined Charles Stanley in 2012, having previously worked at Deloitte and Barclays Wealth. Prior to entering employment, Matthew read Business Management at the University of Exeter. Matthew looks after private clients, charities and trusts on both a Discretionary and Advised basis and he is a Chartered Fellow of the CISI (FCSI).

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Investment Management

Matthew Henderson

Investment Manager

Matthew's Biography

Matthew joined Charles Stanley in 2016, having previously worked for a Swiss wealth manager. Matthew looks after private clients, charities and trusts on both a Discretionary and Advised basis. He is a chartered fellow of the CISI and a holder of the Chartered Wealth Manager qualification and the CFA certificate in ESG investing.

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Financial Planning

Matthew Manders

Director of Financial Planning

Matthew's Biography

Matthew is a Director of Financial Planning in the London office and is responsible for a small team of consultants whose services include pensions, inheritance tax mitigation, trusts and investments. Providing solutions for individual clients is at the forefront of the services provided by Matthew and his team. He has a wealth of experience in the industry and has been with Charles Stanley for 17+ years.

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Investment Management

Matthew Pond

Investment Manager

Matthew's Biography

Matthew began his stockbroking career in 1999 having graduated from University with a degree in Business & Finance. With more than 12 years at the Bournemouth Office of Charles Stanley, he has extensive experience managing discretionary and advisory portfolios for a wide range of private clients and charitable trusts. Matthew is a Member of the Chartered Institute for Securities and Investment (CISI) having passed all relevant qualifications. He lives with his young family in Poole and when not at work, enjoys a diverse range of hobbies from skydiving to golf. However in more recent months he is far more likely to be found out in the fields trying to train his rather head strong pointer puppy!

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Investment Management

Matthew Roffey

Senior Investment Manager

Matthew's Biography

After graduating from University with a degree in Applied Economics, Matthew spent several years gaining experience in a number of companies within the financial services industry before joining the Reading office of Charles Stanley in 2001 to begin his career in investment management. A move to the Bournemouth office in 2004 has seen Matthew further his career in this field, providing services to private clients, including ISAs and SIPPs, Trusts and Charities. Matthew is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI) and a CISI diploma holder.

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Investment Management

Max Johnson

Investment Managers Assistant

Max's Biography

Max joined Charles Stanley in 2023 and brings strong customer service experience from outside the finance industry. He assists the Investment Managers with day-to-day responsibilities and provides clients with information and support on their portfolios. Max is currently working towards the Level 4 Investment Advice Diploma and is keen to develop a broad skillset across financial services. Outside of work, he enjoys bouldering, music production and caring for his many houseplants.

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Financial Planning

Mia Kahrimanovic

Financial Planner

Mia's Biography

Mia joined the group in 2017 and has been advising private clients for over 20 years. Prior to joining Charles Stanley she was Senior Private Client Adviser with Close Brothers and Lloyds. Mia specialises in supporting families with their wealth planning which incorporates retirement planning and inheritance tax advice. Mia is a Chartered Financial Planner with BSc in economics.

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Executive committee

Michael Bennett

COO

Michael's Biography

Michael Bennett was appointed as Raymond James Wealth Management Chief Operating Officer and joined the Executive Committee in January 2015, having first joined the Group as IT Director in November 2008. Previously, Michael spent eight years as the IT Director for Direct Wines where he was also a member of the Direct Wines Board.

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Investment Management

Michael Stuchfield

Director of Private Clients

Michael's Biography

Michael joined Charles Stanley in 2012 as part of the Graduate Programme. Prior to Charles Stanley, Michael read Geography at the University of Reading obtaining a First Class Honours (BSc) degree. Michael looks after private clients, charities and trusts, principally on a Discretionary Investment Management basis. Michael is a Chartered Fellow of the Chartered Institute for Securities & Investment, having obtained the Chartered Wealth Manager qualification in 2016.

Contact Michael

0207 149 6263
michael.stuchfield@charles-stanley.co.uk
LinkedIn Profile
London office

Investment Management

Mike Lilwall

Director of Private Clients

Mike's Biography

Mike became a Director of Charles Stanley Ltd in 1997 on its acquisition of Shaw & Co where he was Chief Executive Officer. Mike was previously a Director of both Seymour Pierce Butterfield and Brewin Dolphin Ltd and has been looking after clients since 1982. After 19 years on the Board of Charles Stanley & Co, Mike stepped down in 2016 to concentrate on managing his high net worth clients.

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Financial Planning

Milo Morgan

Financial Planning Administration Team Leader

Investment Management

Natalie Russell

Senior Investment Managers Assistant

Natalie's Biography

Natalie joined Charles Stanley in 2023 and works as an Investment Managers' Assistant within the support team. She previously worked as a Governance, Risk and Compliance Assessor, specialising in customer service experience management. Natalie is responsible for handling client administration and queries, helping to ensure a smooth and responsive service. She has completed the Level 3 Introduction to Securities and Investments exam, bringing a strong foundation of industry knowledge to her role.

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Investment Management

Neil Batchelor

Administrator

Neil's Biography

Neil has worked within Wealth Management for 30 years in various administrative functions and has specialised in Court of Protection for 15 years. Neil runs the day-to-day administration for our team and has extensive experience in dealing with the Court and Office of the Public Guardian.

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Investment Management

Nic Clarke

Portfolio Manager

Nic's Biography

Nic has worked in Investment management for over 25 years. Before joining the Guildford office in 2014, Nic worked for 13 years in our London office as the analyst covering the Financials sector and was ranked No.2 in the 2010 StarMine Analyst Awards in Insurance (stock picking). Nic has a Masters degree in Economics & Economic History and is a Chartered member of the CISI.

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Investment Management

Nicci Dugdale

Investment Managers Assistant

Nicci's Biography

Nicci joined Charles Stanley in August 2019. She has worked in the industry for many years, including a long spell in London as head of client services for a major investment house, before moving back to Yorkshire and joining Myddleton Croft in 2006 where she worked until its acquisition by Charles Stanley. Outside work, she is a frustrated creative, always with a project in hand. She also follows the perennial struggles of Leeds United and Leeds Rhinos closely, but still manages to remain cheerful.

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Investment Management

Nicholas Muston

Director of Private Clients & Team Leader

Nicholas's Biography

Nic Muston has over 25 years' experience in the financial services industry and has concentrated on the investment of charitable and private client assets for the last twenty years. After five years working for a Norwich based Stockbroker he joined Greig Middleton Stockbrokers in 1996. This evolved into Gerrard Investment Management, which was subsequently acquired by Barclays Wealth. Nic moved to Charles Stanley in December 2007 and looks after a wide range of accounts including charities, trusts, private clients and many more on both a Discretionary and an Advised basis. He is a member of the Charities Committee, meeting regularly to discuss issues which face charitable clients and how best we may assist them. He is also a charity trustee.

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Investment Management

Nick Anley

Senior Investment Manager

Nick's Biography

Nick joined Charles Stanley in 2013 from Berenberg Bank, where he was a Director of Private Banking, focused on advising high net worth individuals on all aspects of their wealth management requirements. Nick brings expertise in advising high net worth and ultra-high net worth private clients in the areas of discretionary global equity portfolios, hedge funds, absolute return strategies, currency and fixed income portfolios.

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Investment Management

Nick Green

Branch Manager & Senior Investment Manager

Nick's Biography

Nick started his career at Kidder Peabody, one of the oldest American Investment Banks, working in London and Wall Street in fixed income and equity markets for 12 years before setting up a successful Currency Hedge Fund alongside the stockbroking business he operated with his father and partner. He moved home to Suffolk in 1995 and reckons most of his spare time is taken up by his three children and too many animals but still loves to ski and sail when he can.

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Sales

Nick Hendy

Business Development Manager (South West)

Nick's Biography

Nick has been in the financial services industry for over 25 years, working across all lines of distribution in the intermediary space. 13 years with Aviva and 8 years with Heartwood Asset Management has also meant that Nick has experience in working with large asset managers and small boutique firms. He has a focus on helping IFAs navigate through the ever-changing regulatory landscape and ensuring required outcomes are achieved for business and their clients.

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Investment Management

Nick Percy-Davis

Director of Private Clients

Nick's Biography

Nick joined Charles Stanley in 1996 and is a fully qualified Chartered Member of the Chartered Institute of Securities and Investment. As a Director of Private Clients, he manages a range discretionary and advisory portfolios for private individuals, SIPPs, high profile charities, trusts and corporate clients in the UK and overseas. Specialising in clients with founder holdings, working closely with the company and the family to ensure that portfolio risk is managed appropriately. Outside of work he loves spending time on the water windsurfing.

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Investment Management

Nick Phillips

PPS Advice Desk Manager

Investment Management

Nick Pritchard

Director of Private Clients

Nick's Biography

Nick joined CS in 2011 and is one of four Partners on the MAPS Investment Team which manages over £1.25bn of assets on behalf of Institutional and Private Wealth Clients. He holds a BA Honours in Economics & Politics along with a Masters. He also manages the Consistent Opportunities Fund which focuses on under researched UK growth companies.

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Investment Management

Nick Richardson

Senior Investment Manager

Nick's Biography

Nick joined Charles Stanley in 2013 from a Manchester based wealth manager, where he had worked since graduating from University of Manchester in 2007 with a degree in Mathematics. Nick is a Chartered Fellow of the CISI and holds the Chartered Wealth Manager qualification. He also volunteers on their exam panel. Nick manages portfolios for private clients, trusts and charities and works with various families and entrepreneurs to help them achieve their financial goals. Outside of work, Nick enjoys keeping active through sport (particularly rowing) as well as spending time with his young family and doing the odd DIY project.

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Investment Management

Nicky West

Director of Private Clients

Nicky's Biography

Nicky joined Charles Stanley after beginning her career at Barclays Wealth in 2004, where she completed the graduate training scheme and gained experience across various areas of the business. She holds a BA Honours in Economics from the University of Exeter, is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Securities Institute Diploma. Nicky is now a Senior Portfolio Manager, leading the portfolio management team in Exeter and creating bespoke investment portfolios for private clients.

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Investment Management

Nicola Coyne

Senior Investment Manager

Nicola's Biography

Nicola graduated with a First Class Honours degree at The University of Birmingham and spent the first five years of her career at the Harrogate office of Redmayne Bentley. Since joining Charles Stanley in July of 2014 Nicola has worked with a diverse range of clients such as Private Individuals, Charities, Pension Funds and Companies to ensure they take the right path when working to achieve their financial goals. Nicola has also built strong relationships within the IFA community where she works with other professionals to deliver bespoke investment solutions. Nicola plays an active role as a committee member of the Chartered Institute for Securities & Investments where she works to develop a vibrant calendar of both educational CPD events and Networking events. Nicola is also a Governor of the Harrogate Ladies College with specific responsibilities for overseeing the School's Investments and ensuring Student Welfare.

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Investment Management

Nicola Easson

Investment Manager

Nicola's Biography

Nicola joined Charles Stanley in 2007. Nicola manages investments for private individuals, charities, trusts, SIPPs and corporate clients, predominantly on a discretionary basis. Nicola works closely with Ian Harley and Matthew Henderson. She is a Member of the Chartered Securities & Investment Institute, and holds a Masters in Wealth Management.

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Investment Management

Nicola Mavroleon

Investment Manager

Nicola's Biography

Nicola has a 2:1 in Economics and Politics. She is a fully qualified member of the CISI and became a fellow in 2006. She has 20 years of experience in the financial services industry. After spending more than 12 years in Charles Stanley's London office Nicola joined the Guildford team in October 2012. She has experience managing a range of discretionary and advisory portfolios on behalf of private individuals, Trusts and Charities. Outside of the office Nicola enjoys spending time with her family, organising fixtures for her son's cricket team and practising yoga.

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Investment Management

Nicola McMahon

Investment Managers Assistant

Research

Oliver Faizallah

Head of Fixed Income Research

Oliver's Biography

Oliver has 10 years' experience in research and investment roles, with a focus on fixed income and credit. He was a fixed income analyst at Mitsubishi UFJ Trust and Banking Corporation, before working as a credit research analyst at Fitch Ratings and then as a credit portfolio manager at a UK public pension fund. Prior to joining Charles Stanley, he worked in the fixed income team at St. James's Place Wealth Management. He holds a degree in Economics from the University of Manchester and has passed all three levels of the CFA programme.

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Research

Paris Jordan

Head of Responsible Investing

Paris's Biography

Paris Jordan, CFA is the Head of Responsible Investing at Charles Stanley and the Co-Founder of Virtuvest: the responsible investor network. Paris previously worked at Waverton Investment Management where she led the third-party fund research and model management across discretionary and advisory clients. Prior to this, she worked at Sanlam Investments managing over £2bn for retail and institutional investors, as well as developing Sanlam's Responsible model portfolio range in 2016. Paris is a member of the FCA's Advisers Sustainability Group, an Advisory Group member for the Impact Investing Institute and was awarded Best Sustainable Investment Wealth Manager at the Sustainable Investment Awards 2023. She has a BA Hons degree in Politics, Philosophy and Economics, a Sustainable Finance Leadership Certificate from Oxford University, is a CFA Charterholder and holds the CFA ESG Certificate.

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Research

Patrick Farrell

Group Chief Investment Officer

Patrick's Biography

Patrick has over 35 years' experience in investment management roles in Australia and the UK, including 18 years in Chief Investment Officer roles. He was CIO for the Suncorp Group, the largest general insurance group in Australia, as well as BT Financial Group, the award winning wealth and asset management arm of Westpac, one of Australia's 'big four' banks. Prior to that he held leadership roles in the areas of tactical asset allocation, fund manager research and fixed interest portfolio management. He holds a Bachelor of Science majoring in pure and applied mathematics roles from the University of Western Australia and is a Graduate of the Australian Institute of Company Directors. Patrick joined Charles Stanley as Chief Investment Officer in January 2022 and chairs the Joint Investment Committee for Raymond James Wealth Management.

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Board

Paul Allison

Non-Executive Director

Paul's Biography

Paul Allison joined Charles Stanley in September 2022 and is a Non-Executive Director of the Board of both Raymond James Wealth Management Group Limited and Raymond James Wealth Management Limited. He is a member of the Audit, Risk, Nomination and Remuneration Committees and is also a Non-Executive Director of Raymond James Investment Services Limited. Paul is Chair of Raymond James Ltd and Raymond James Financial International Limited. Prior to joining Raymond James, Paul was Executive Vice President and Vice-Chair at Merrill Lynch Canada, as well as co-head of its Investment Banking business. Paul was also Head of Equity Capital Markets at BMO Nesbitt Burns, one of Canada's leading bank-owned investment dealers. He is an active volunteer at various charitable and industry organisations.

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Financial Planning

Paul Barratt

Senior Director of Financial Planning

Paul's Biography

Paul joined Charles Stanley in 2007 from Mattioli Woods where he worked for 3.5 years. Paul became a Senior Director of the Financial Planning division in October 2023. Paul specialises in providing holistic financial and wealth structuring advice to high-net-worth individuals and their families. Acting as the trusted adviser to his clients puts him in the unique position to be able to provide holistic structure and oversight to their financial plans. This allows him to help his clients feel safe, building trust and confidence by showing them what their money can really do for them. Paul has held Chartered Financial Planner status since 2011 and has a BA (Hons) in Economics from the University of Leicester.

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Investment Management

Paul Cann

Director of Private Clients

Paul's Biography

Paul has been working as an Investment Manager since 1998 after studying economics at university. He is a Chartered Fellow of the Chartered Institute for Securities and Investment, the investment management industry's professional body. He manages a wide range of private client portfolios, trusts and charities and outside work he is a finance governor at his local primary school.

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Investment Management

Paul Gibson

Portfolio Manager

Paul's Biography

Paul has worked within Wealth Management for 21 years and has managed Court of Protection portfolios for 15 years. Paul is responsible for asset allocation and portfolio construction for the Court of Protection team. He also manages the Charles Stanley UK and International Growth portfolio which provides global equity exposure exclusively for our team's clients. Paul is based in our London office.

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Sales

Paul Measures

Head Of Sales

Paul's Biography

Paul joined Charles Stanley in January 2025 from Legal & General Investment Management to focus on the Intermediary market. After three decades at Legal & General, where he was head of intermediary sales from 2013, Paul promotes the firm's model portfolio services and its discretionary management offering to clients, so they achieve their goals whilst working with an increasing number of Strategic Partnerships. Outside work Paul enjoys travelling, experiencing new cultures, classic cars, and any live sports.

Contact Paul

0207 149 6912
paul.measures@charles-stanley.co.uk

Investment Management

Paul Russell

Senior Investment Manager

Paul's Biography

Paul joined Charles Stanley in 2011 and is an Investment Manager responsible for the construction and ongoing management of bespoke portfolios, primarily for private individuals. He is committed to delivering a high level of service, working closely with clients and their advisers to meet individual financial goals. Paul began his career in Exeter in 2005 and holds the Level 7 Masters in Wealth Management qualification. He is also a Chartered Fellow of the Chartered Institute for Securities and Investment.

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Investment Management

Paul Shotter

Director of Private Clients

Paul's Biography

Joined Charles Stanley in 2003, Paul manages a range of bespoke portfolios inclusive of private clients, charities, pension funds and trusts. Paul was one of the first 1,000 personally Chartered Fellows of the Institute for Securities and Investments and was previously a member of the editorial panel for the professional institutes - 'Securities & Investment Review' monthly magazine. Outside of work he loves playing golf and tennis.

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Financial Planning

Peter Aylward

Director of Financial Planning

Peter's Biography

Peter Aylward is a Chartered Financial Planner, based in our Birmingham Office. In general practice, Peter specialises in pension and retirement planning, as well as the funding of Long Term Care. He also undertakes financial planning work for the families and professional advisors of vulnerable people who are subject to a Lasting Power of Attorney or a Court of Protection Deputyship Order. Peter graduated from the University of Birmingham where he read Economic & Social History, entering the financial services profession in 1997. He is a Fellow of the Chartered Insurance Institute and the Personal Finance Society.

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Asset management

Peter Brookes

Senior Portfolio Manager

Peter's Biography

Peter is a Senior Portfolio Manager, working across Asset Management's Multi-Asset offering, including Managed Portfolio Services, funds and segregated accounts. Prior to joining Asset Management in 2020, he spent a number of years working on an Investment Advisory team within a prominent Private Wealth Management firm in Australia. He has a Bachelor of Laws and Commerce from the University of Adelaide and is a CFA Charter holder.

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Investment Management

Peter Jones

Branch Manager & Director of Private Clients

Peter's Biography

Peter joined Charles Stanley from Gerrard Investment Management Limited (Barclays Wealth) in September 2009 where he had been a member of the Portfolio Management Team. Peter is Branch Manager, has clients based all over the country, and specialises in the investment of private clients' funds, trusts, charitable funds and SIPPs. He was previously a committee member and President of the Chartered Institute of Securities and Investments (CISI) South Coast. Outside work, Peter who is married with two young children, enjoys running and cycling.

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Investment Management

Peter Luders

Director of Private Clients

Peter's Biography

Peter Luders joined the UK stockbroking business of Matheson Securities in 1987 as an investment analyst and worked alongside the partners of the firm assisting with their private client business. The firm grew substantially and was sold to Prudential Bache of the US in 1999 . During this period, Peter was becoming more involved with the private client side of the business and he dropped his research role in 2004. He joined Charles Stanley in 2005 as part of a large team from Prudential Bache to provide a stable environment and a UK parent company for his client base. Peter was made a Director of Private Clients in the Investment Management division in 2010 and has been managing the Charles Stanley Select Portfolio since June 2009. He has an honours degree in Business Studies and is a Chartered Fellow of the Chartered Securities Institute, as well as a Chartered Wealth Manager.

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Board

Peter Moores

Chief Executive Officer

Peter's Biography

Peter Moores joined Charles Stanley in January 2022 and is an Executive Director of the Board of Raymond James Wealth Management Group Limited. Peter is Chief Executive Officer and Executive Director of the Boards of Raymond James Investment Services Limited and Raymond James Financial International Limited and has responsibility for all Raymond James activity in the UK. Peter started his career with Chase Manhattan Bank initially as a Relationship Manager in the Financial Institutions Group through to Vice President, Regional Sales Director at Chase Asset Management for Europe. Peter was also Head of Corporate Development at DAB Bank AG before being appointed Chief Executive Officer of its subsidiary, SELFtrade UK. He serves as a Board member-designate of the Chartered Institute for Securities and Investment and chairs the Institute's Membership Committee and is also an LGBT Great Executive Sponsor and ambassador for Co-operation Ireland's Youth Leadership Programme.

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Investment Management

Phil Epsley

Director of Private Clients

Phil's Biography

Phil has experience in managing investment portfolios for Private Clients, Trusts, Charities and Friendly Societies, he also specialises in the Investment Management of SIPPs. He started his career in 1993 with Albert E Sharp. He was employed by Williams de Broe from 2007, joining Charles Stanley in 2012. He has been awarded the status of Chartered Fellow of the CISI in 2010. Phil has been married for 19 years and has a wonderful wife and son. The family have travelled widely and Phil enjoys playing sport. He has a handicap of 3 at his local course, Kingsdown.

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Investment Management

Philip Greenman

Director of Private Clients

Philip's Biography

Philip is an Investment Manager and Director of Private Clients for the Exeter office, where he started working in 2002. He began his career in 1998 at a small independent firm of stockbrokers in Bournemouth and has specialised in private client financial management throughout. He focuses on managing a wide range of portfolios and works closely with other advisers to support holistic financial planning. Philip has previously sat on regional committees for the Chartered Institute for Securities and Investment and the Institute of Directors and is currently a director of Exeter Racecourse. He was born in Exeter and enjoys racketball and golf in his spare time.

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Investment Management

Philip Norman-Butler

Director of Private Clients

Philip's Biography

Philip is an experienced investment professional with over 20 years of experience in the financial industry. He has a strong track record of delivering results for his clients which include private clients, charities and trusts. He is known for his disciplined and strategic approach to investing. Philip is a Chartered Fellow of the Securities Institute, and has sat as a practitioner on the Charles Stanleys Investment Strategy Committee. He is passionate about helping individuals and families achieve their financial goals and believes that a well-diversified portfolio that emphasises quality is key to long-term success. Outside of work Philip enjoys spending time with his family and playing tennis and golf.

Contact Philip

0207 149 6690
philip.norman-butler@charles-stanley.co.uk
LinkedIn Profile
London office

Investment Management

Philip Patterson

Office Manager

Philip's Biography

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.

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Investment Management

Phill Moonie

Branch Manager & Director of Private Clients

Phill's Biography

Phill joined Charles Stanley in 1993, working within the Contracts Department in our head office and it wasnt long before he was in the throes of exams to become an Investment Manager, and subsequently to be awarded a Fellow of the Chartered Institute of Securities & Investments. Phill has been actively managing a range of clients portfolios for over 25 years and offers a bespoke management service for private clients, trusts, personal pensions, and company account. Having worked in the City for 25 years, Phill had the opportunity to move to the Leigh-on-Sea branch, bringing with him his wealth of knowledge and expertise. This was a natural fit as not only is he familiar with the team, but he also resides in Leigh-on-Sea, with his wife and children. More recently, Phill has taken over the role of Branch Manager overseeing all aspects of the office and clients portfolios. What spare time he has, he enjoys boxing and football, and is a Tottenham Hotspur season ticket holder.

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Financial Planning

Rachel Allen

Chartered Financial Planner

Rachel's Biography

Rachel is Chartered Financial Planner, Fellow of the Personal Finance Society and Affiliate member of STEP. Rachel has worked in Financial Services for over 17 years, starting her career in Private Banking in London, before focusing on Financial Planning after relocating to Devon in 2011. Rachel specialises in pensions and 'at retirement' planning, IHT and succession planning and maximising tax efficiency.

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Central Financial Services

Rachel Cameron

Front Office Support Administrator

Investment Management

Rachel Homewood

Senior Investment Manager

Rachel's Biography

Rachel has been working for Charles Stanley in Plymouth since 1999, following graduation. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Securities Institute Diploma. She manages a variety of Portfolios, including Private Client's General Accounts, ISAs & SIPPs plus Charities, Corporate accounts and Offshore Bonds. Outside of work Rachel enjoys travelling, watching tennis and skiing.

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Investment Management

Rebecca Simpson

Senior Investment Manager

Rebecca's Biography

Rebecca started her career in Paris before moving to London and joining Alistair King in the Research Department in 1993. Rebecca is a senior investment manager and specialises in looking after multi-generational families and covers the pharmaceutical and property sectors and the US market for her team. She is a Chartered Fellow of the CISI.

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Investment Management

Rebecca Stein

Head of Tailored DFM

Rebecca's Biography

Rebecca builds tailored investment portfolios for private clients and intermediaries, meticulously considering each client's unique circumstances for a truly personalised experience. Rebecca has over a decade of expertise in the financial services industry and is a Chartered Fellow of the Chartered Institute of Securities and Investments. Holding a Level 7 Chartered Wealth Manager Qualification, she possesses the comprehensive knowledge required to deliver exceptional service to her clients.

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Foundation Services

Rebekah Bennett

Head of Client Relations

Rebekah's Biography

Rebekah joined Charles Stanley Fiduciary Management in April 2022 as Consultant Relations Director, focussing on business development alongside Bob Campion. Rebekah joins from SEI, where she was also Consultant Relations Director. Prior to that, Rebekah spent 10 years on the Consultant Relations Team at BlackRock. Rebekah has a Business Economics degree from London Metropolitan University, and holds the Investment Management Certificate.

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Investment Management

Ria Kent

IMS Business Manager

Ria's Biography

Ria joined Charles Stanley in early 2011 after working as an Insolvency Administrator. After completing various industry recognised qualifications and a diploma in Leadership and Management, Ria supported the local Oxford branch as Office Manager, which included managing the administration team. Now Ria works as Business Manager for Investment Management Services, collaborating with a variety of teams to deliver enhancements to business processes.

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Investment Management

Richard Beech

Investment Manager

Richard's Biography

Richard is a graduate of Nottingham University and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Richard has a wealth of experience in stockbroking, he joined the Manchester branch in 1999 previously having worked at Charles Stanley's head office in the City of London. He manages investments for private clients across all the various service levels. Richard lives on the Wirral with his wife Rachel and his three daughters. Outside of the office he coaches his daughter's hockey team, plays golf at Caldy Golf Club and has a season ticket at Liverpool Football Club.

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Investment Management

Richard Disley

Branch Manager & Investment Manager

Richard's Biography

Richard joined Charles Stanley in 2014 when he and colleagues established the Cardiff office. After graduating from Oxford University Richard joined Gerrard Investment Management, which was subsequently taken over by Barclays. Richard is a Chartered Fellow of the CISI and has been looking after investments for private clients and trusts for over 20 years. In his spare time Richard enjoys watching most sports and playing golf.

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Investment Management

Richard McGregor

Director of Private Clients & Court of Protection

Richard's Biography

Richard has over 20 years experience providing financial planning and investment management services to recipients of damages awards under the Court of Protection or with a personal injury trust, working with professional deputies/trustees and directly with families. He is both a Chartered Financial Planner (APFS) and a Chartered Investment Adviser (MSCI). Richard joined Charles Stanley in 2024, having built his career in this highly specialist area at Brown Shipley, Barclays Wealth, and Tilney.

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Investment Management

Richard Missen

IMS Director & Branch Manager

Richard's Biography

Richard has been working as an Investment Manager in Exeter since 2001 and is the branch manager of the Exeter office. As an investment manager, he manages portfolios for private clients, charities, trusts, and pensions, working closely with clients and their advisers to deliver holistic financial solutions. He is a graduate of the University of Exeter and a Chartered Fellow of the Chartered Institute for Securities and Investment.

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Investment Management

Richard Sullivan

Investment Manager

Richard's Biography

A History graduate of Manchester University, Richard joined Charles Stanley from TD Waterhouse in 2007. Richard specialises in discretionary portfolio management for private clients, trusts, pensions and corporations and works closely with financial advisors in the North West. He has over 20 years' experience in the industry and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Outside of the office Richard has a keen interest in film and is also an enthusiastic musician, skier and annual golfer.

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Sales

Rizwan Khan

Telephone Business Development Manager

Rizwan's Biography

Rizwan joined the Charles Stanley Intermediary Sales team in October 2023. Prior to joining Charles Stanley Rizwan was a holistic financial advisor with St. Jamess Place Wealth Management working with HNWI and corporate clients in London. Rizwans role at Charles Stanley is focused on the development of relationships and advisory businesses in the Midlands, North, Scotland & Norther Ireland. Rizwan is DipPFS qualified and holds a Bsc in Financial Economics.

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Investment Management

Rob Clarke

Director of Private Clients

Rob's Biography

Rob has been working within private client investment management at Charles Stanley for over 10 years. Rob is a part of our Court of Protection team based in our London office and contributes to the team's investment strategy as well as looking after Discretionary portfolios and relationships. Rob also manages portfolios for the Official Solicitor and Public Trustee, a contract which he has recently successfully tendered.

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Central Financial Services

Rob Morgan

Spokesperson & Chief Analyst

Rob's Biography

Rob has over 20 years' experience in direct-to-consumer financial services, having worked as a financial adviser, pension specialist and investment analyst specialising in funds. He is also a regular writer and commentator on a wide range of subjects surrounding investments, markets and personal finances.

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Investment Management

Robert Farnworth

Director of Private Clients & Court of Protection

Robert's Biography

For nearly two decades Robert has specialised in the long-term growth and protection of court awarded damages. He has acted as an expert witness to the courts on the suitability of periodical payment orders, personal injury trusts and minor trusts. As a member of the Court of Protection Practitioner's Association, Robert contributes to the North-West fundraising committee for The Child Brain Injury Trust and dedicates his time as treasurer and a committed volunteer at Headway, the brain injury association.

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Financial Planning

Rory Menmuir

Financial Planner

Rory's Biography

Rory is a Senior Financial Planner based in our Birmingham office and joined Jobson James in 2005 and subsequently Charles Stanley in 2011. He provides client centred Financial Planning advice to Private Clients, with a particular interest in Retirement and Inheritance Tax Planning. Rory graduated from the University of Liverpool in 2000 and is a member of the CII.

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Research

Ross Brookes

Head of Collective Research

Ross's Biography

Ross Brookes joined Charles Stanley in September 2008 and was appointed Head of Collectives Research in October 2016. He has over 20 years investment experience, is a Chartered Fellow of the CISI and holds the CISI Masters in Wealth Management.

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Investment Management

Ross Jeffries

Investment Managers Assistant

Ross's Biography

Ross joined Charles Stanley in June 2013 after previous roles in retail banking and IT. He will review portfolios on behalf of our experienced investment management team and is part of the Cambridge branch investment committee. Ross rebalances client portfolios to our agreed investment strategies and researches new ideas and potential changes to preferred holdings. Ross manages our talented administration team, is an Associate of the Chartered Institute for Securities & Investments and continues his studies in Wealth Management.

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Russell Miles

Content Manager

Investment Management

Sally Luckhurst

Administration Team Leader

Sally's Biography

Sally joined Charles Stanley in February 2019 as a part time branch administrator, she now manages the support team within the Oxford branch. Sally has many years of experience within the administration world, ranging from EA to events management, she brings all these skills to her role as Team Leader. When not at work Sally is bringing up her 2 teenage children, playing taxi driver and on weekends can be found on the sidelines cheering on said children in their different sports.

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Financial Planning

Sam Cowan

Chartered Financial Planner

Sam's Biography

Sam is a Chartered Financial Planner with 12 years tenure in the financial services industry. He is honoured to be in a position to engage with his clients on a personal level, understand their needs and aspirations, before providing holistic financial planning and wealth management advice to structure their affairs optimally towards these goals. As their trusted adviser he provides his clients with a proactive and strategic advice service to ensure their existing structures and plans continue to deliver.

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Investment Management

Sam Houston

Senior Investment Manager

Sam's Biography

Sam began his stockbroking career in the City in 1986 as a member of the London office of the long standing Manchester firm Henry Cooke, Lumsden. In 1995 he moved, as part of a team of three brokers, to Charles Stanley's City offices where he worked for several years before accepting an opportunity to relocate to Dorset. Sam is a Chartered Fellow of the Chartered Institute of Securities and Investment and principally looks after discretionary and other managed investment portfolios; his clients include private individuals, trusts, pension funds, charities and investment companies. Sam is assisted by Marie Alford and their secretary and administrator, Helena Oakes.

Contact Sam

01305 217403
sam.houston@charles-stanley.co.uk

Investment Management

Samantha Reilly

Investment Managers Assistant

Samantha's Biography

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.

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Investment Management

Samanthi Miller

Investment Managers Assistant

Samanthi's Biography

Samanthi joined Charles Stanley in 2007 working within an Investment Management team. Prior to Charles Stanley, Samanthi read Psychology at the University of Southampton and worked within the National Health Service. Samanthi completed the CISI Level 3 Certificate in Investments (Securities - Retail) in 2010 and Financial Markets unit in 2012. She has a wealth of experience in Investment Management support and the smooth running of a busy Investment Management team.

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Board

Sandy Kinney Pritchard

Chair and Independent Non Executive Director

Sandy's Biography

Sandy Kinney Pritchard joined Charles Stanley in February 2024 and is Chair and Independent Non-Executive Director of the Board of both Raymond James Wealth Management Group Limited and Raymond James Wealth Management Limited. In addition, she is Chair of the Nomination Committee and a member of the Remuneration Committee. She is also Chair and Independent Non-Executive Director of Raymond James Investment Services Limited. Sandy has had a distinguished career within the financial services industry, having previously been a lead Audit Partner at KPMG and PwC, and she has also held a number of Non-Executive positions across the financial services industry. Sandy is currently Independent Non-Executive Director and Chair of the Audit Committee of AIB Group Plc. Prior to joining Charles Stanley, she was Independent Non-Executive Director and Chair of the Audit and Remuneration Committees of Credit Suisse (UK) Limited.

Contact Sandy

020 7149 6991
sandy.kinneypritchard@charles-stanley.co.uk
London office

Investment Management

Sara Anscombe

Senior Investment Manager

Sara's Biography

Sara has a degree in Financial Economics from the University of Leicester, brings expertise in wealth management gained during her career with Thesis Asset Management in Guildford where she obtained the Chartered Institute for Securities & Investment's highest qualification, the Masters in Wealth Management. She then spent two and a half years in the Abingdon office of Redmayne-Bentley before the team joined Charles Stanley in May 2014. Outside the office, Sara has a young family, she supports her local community including a role as school Governor. She has interests in Football, keeping fit and walking her springer spaniel.

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Investment Management

Sarah Hall

Investment Managers Assistant

Sarah's Biography

Sarah has been with Charles Stanley since early 2018 and currently provides administrative support to the investment managers. Previously Sarah started her financial career at Fidelity within their Investment Account and ISA team, swiftly moving to their pensions department.

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Investment Management

Sarah James

Administrator

Sarah's Biography

Sarah joined the Charles Stanley team in 2014 and has 40 years of experience in the industry. Sarah has worked for several Cardiff stockbroking firms including Gerrard Investment Management and Barclays Wealth and has developed a wealth of knowledge and understanding of the administration side of the business. When not in the office, Sarah can be found in West Wales spending time with family and friends.

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Financial Planning

Sarah Masson

Business Manager

Investment Management

Sarah Perkins

Senior Investment Managers Assistant

Sarah's Biography

Sarah originally joined Charles Stanley as a Broker's Assistant in 2008 in the Isle of Wight Office, having previously worked as a Mortgage Adviser and various other positions in Financial and Legal Services. Following a house move in 2019, Sarah re-joined the Charles Stanley Southampton Office as a Senior Administrator. A keen, but by her own admission, novice gardener, Sarah enjoys the outdoors, socialising with friends, travel , live music events and is a fair-weather camping fan in the summer months.

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Financial Planning

Scott Morrison

Director of Financial Planning

Scott's Biography

Scott is a Chartered Financial Planner and Fellow of the Personal Finance Society who opened our Aberdeen office in 2018. Scott joined Charles Stanley from another national firm of advisers where he spent 20 years, rising to the level of Partner. He deals with a wide range of clients throughout the North and North East of Scotland, including Inverness and the Shetland Isles. Clients include Partners of Law and Accountancy practices and professionals in the Oil and Gas sector.

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Investment Management

Sean Ashfield

Investment Manager

Sean's Biography

joined Charles Stanley in 2005. Has 37 years experience in the fund management sector including 17 years at Teather and Greenwood. Looks after private clients, charities and trusts on discretionary and advisory basis. Specialises in the investment trust sector. Chairman of the Consistent unit trust management company

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Investment Management

Shah Chowdhury

Investment Managers Assistant

Shah's Biography

Shah joined Charles Stanley in 2024 as an Investment Managers Assistant, following two years at a Cambridge based financial planning firm. In 2025, he achieved his CISI Investment Advice Diploma and is now studying towards his Chartered Wealth Manager Qualification. Shah supports the investment managers with managing portfolios for private clients, trusts, companies and charities. Passionate about his work, Shah is dedicated to continuously improving his skills and knowledge. Outside of work, he enjoys watching Arsenal, going to the gym, and practicing Jiu-jitsu, which keeps him motivated and energised.

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Investment Management

Shannon Low

Investment Managers Assistant

Shannon's Biography

Shannon joined Charles Stanley in 2016. Originally starting in the back office working with the Valuations department and moved over to join the team as an admin assistant in 2018.

Contact Shannon

Financial Planning

Shelby Gabriel

Head of Paraplanning

Shelby's Biography

Shelby Joined Charles Stanley in October 2017 and is National Head of Paraplanning rather than London & South. She has over 30 years' experience in tax, financial planning and private banking. Having started her career with HMRC she later moved to AMEX, PWC then to Coutts. She is ATT qualified and has a Diploma in Financial planning. She prides herself in providing clients with exceptional service.

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Investment Management

Shelley James

Senior Investment Manager

Shelley's Biography

Shelley specialises in managed portfolios for private clients, trusts and SIPPs. She began her investment management career in 1999 when she joined a small firm of Stockbrokers, Cave & Sons, whilst studying for her degree in Financial Services. Shelley joined Gerrard Investment Management in 2004, part of the Barclays Wealth and Investment Management business in Bournemouth. In June 2014, Shelley joined Charles Stanley. Shelley is a Chartered Fellow of the Chartered Institute of Securities & Investments. Shelley is a committee member and previous President for the local South Coast Branch. Shelley enjoys spending time with her family.

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Financial Planning

Simon Davis

Director of Financial Planning

Simon's Biography

Simon Davis is a Director of Financial Planning and has been advising private clients for over 25 years having joined Charles Stanley in 2014 from BDO LLP. Simon specialises in providing financial and wealth structuring advice to high-net-worth individuals, their families, trusts and businesses. This incorporates pensions and IHT advice. Simon is a Chartered Financial Planner and has a BA (Hons) from the University of Nottingham.

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Financial Planning

Simon Foley

Senior Financial Planner

Simon's Biography

Simon has been with Charles Stanley for 6 years and has over 30 years' experience as a Financial Planner. The client bank ranges from PLC Main Board Directors to smaller private clients and the advice is tailored to match. Simon prides himself that he has acted for many of his clients for over 25 years. Outside of work, he enjoys family life and sport - particularly skiing.

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Investment Management

Simon Hopewell

Branch Manager & Director of Private Clients

Simon's Biography

With over 24 years of industry experience, Simon specialises in the management of multi-asset class portfolios for private clients in a variety of mandates such as pensions, offshore trusts and offshore bonds. In addition, Simon has considerable experience in working on Court of Protection mandates. Simon is Branch Manager of the Leicester office and lives in Oakham with his family and is a keen supporter of local sport, particularly the Leicester Tigers.

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Investment Management

Simon Jacobs

Investment Manager

Simon's Biography

Simon began his stockbroking career in 1987 with Richardson Chubb Love Rogers and qualified as the youngest Member of the London Stock Exchange in 1989. Simon is now a Chartered Fellow of The Chartered Institute of Securities and Investments and was one of the founding Presidents for the South Coast region. Simon joined Charles Stanley in 2012 and is responsible for managing portfolios for a wide range of private clients both in the UK and overseas as well as charities, trusts and pension funds.

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Investment Management

Simon Jones

Senior Investment Manager

Simon's Biography

Simon manages and advises on investment portfolios for a wide range of private clients and intermediaries, including trusts and charities incorporating Investment Companies, Offshore bonds and ISA`s investing in a wide variety of asset classes. He joined Charles Stanley in 2002 having been an institutional Investment Fund Specialist at UBS Warburg and working in the City since 1987 and is a Fellow of the Chartered Securities Institute. Along with William Shaw and Will Le Blanc-Smith, they form an experienced team.

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Investment Management

Simon Martin

Branch Manager & Director of Private Clients

Simon's Biography

Simon started his career in June 1987 working for Penney Easton in London which, after various mergers and name changes, evolved into Allied Provincial Securities. In 1994 Simon chose to take a break from the investment industry whilst studying for an MBA at Bradford University Management School, which he passed with distinction. After completing the MBA, Simon joined Greg Middleton, which eventually evolved into Barclays Wealth. In May 2008 Simon, together with Jonathan Baker, was offered the opportunity to set up the new Leeds office for Charles Stanley. Finally, he is also a coach at Darlington Mowden Park RUFC and involved with a number of local charities with the local area .

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Investment Management

Simon Olstead

Investment Managers Assistant

Simon's Biography

Simon joined Charles Stanley in 2010, having previously worked at Insinger de Beaufort (Jacobson Townsley) for over 25 years, in various front & middle office roles. Simon has a degree in Economics from the University of York. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment.

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Investment Management

Simon Scott-White

Branch Manager & Director of Private Clients

Simon's Biography

Simon is a Chartered Wealth Manager and has working within the financial sector since the mid-1990s, working initially for a subsidiary of NatWest providing wholesale finance for international manufacturers and then moving into Private Client Wealth Management in the late 1990's. Simon started his stockbroking career at Capel Cure Sharp, which later became Gerrards and later Barclays Wealth before moving Charles Stanley over twenty years ago. Simon is a Chartered Fellow of the Chartered Institute for Securities and Investment. Simon lives with his wife Sam and two children outside Cirencester along with his many dogs.

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Investment Management

Sophie Crudgington

Investment Manager

Sophie's Biography

Sophie Crudgington joined Charles Stanley in September 2013, working within the Portfolio Services department for two years prior to moving to provide administrative support for Nic Muston and Emma Foden-Pattinson in November 2015. Sophie has recently completed the Investment Advice Diploma passing each exam first time.

Contact Sophie

020 7149 6417
sophie.crudgington@charles-stanley.co.uk
London office

Investment Management

Stephen Fage

Senior Investment Manager

Stephen's Biography

Stephen joined Charles Stanley in 2005 having previously worked at Scott Goff Hancock, Teather and Greenwood and Dryden Wealth management. He has extensive experience in the Private Client Investment Management field with nearly 40 years service to the industry.

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Financial Planning

Stephen Hughes

Chartered Financial Planner

Stephen's Biography

Stephen joined Charles Stanley in Edinburgh during 2022, after 15 years as a Financial Planner with Bank of Scotlands private client business. He gained Chartered Financial Planner status in 2020 through the Chartered Insurance Institute and is currently studying toward Fellowship status. Stephen has extensive experience in investment, retirement planning and inheritance tax planning advice both for private individuals and trusts. Stephen lives in Edinburgh with wife Emma and teenage sons, Aaron & Rory.

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Sales

Stewart Littlejohn

Business Development Manager (Scotland & NI)

Stewart's Biography

Stewart joined the Charles Stanley Intermediary Sales team in March 2019 having previously worked at Aviva for 22 years as a Business Development Manager. Stewart is responsible for Charles Stanleys relationship with the Independent Financial Adviser market across Scotland & Northern Ireland, focusing on business development from new and existing relationships. Stewart lives in Edinburgh, is married with three grown up children and enjoys all sports in particular football and when time permits a game of golf.

Contact Stewart

07583 086704
stewart.littlejohn@charles-stanley.co.uk
LinkedIn Profile

Investment Management

Sue Walker

Paraplanner

Sue's Biography

Sue is an experienced Paraplanner settling in the specialist area of Personal Injury and Clinical Negligence in 2005 gaining expertise in the provision of Expert Witness reports. Sue has experience of attendance at the Court Users Group, headed by the Senior Judge of the Court of Protection, which provided an excellent understanding of operations. Sue is passionate about the well being of our clients and offers a professional yet friendly approach to helping them meet their financial goals.

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Sales

Tim Smith

Business Development Manager (Midlands)

Tim's Biography

Tim joined the Charles Stanley Intermediary Sales team in January 2022, having previously worked for 23 years at the Quilter Group as Platform Business Development Manager and then latterly in discretionary fund management sales. Tim has an Economics degree and is DipPFS qualified. His role within Charles Stanley is to focus on the development of financial adviser business across the Midlands, working closely with the local investment managers and the asset management team.

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Sales

Tim Venner

Business Development Director Financial Planning

Tim's Biography

Tim Venner serves as the Business Development Director at Charles Stanley within the Financial Planning division, where his business development acumen and strategies help the business grow. Tim has over twenty-five years' experience in this field with an exemplary track record for developing relationships, distribution channels and strategies to increase business output. Prior to joining Charles Stanley, he was an independent business coach delivering performance programmes to business leaders and senior managers in the Midlands. Previously, Tim served as a director for an executive recruitment business based in Birmingham and as the head of business development for a national communications company. Tim has extensive experience in strategic partnerships, developing relationships and building multi-channel routes to market.

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Financial Planning

Tim Windram

Chartered Financial Planner

Tim's Biography

Tim is a Chartered Financial Planner having worked in financial services since 2000. He joined Charles Stanley in April 2013. Tim gained chartered status in 2014 and specialises in estate planning, retirement structuring, tax and investment planning. Outside of the office, Tim is a keen runner and can be found at parkrun every Saturday morning, having also recently run several marathons. Tim is also a season ticket holder at Leicester City.

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Research

Tina Cook

Senior Analyst

Tina's Biography

Tina is a Senior Equity Analyst. In the 2011 Financial Times/StarMine Awards for Europe, she was rated the number one stock picker for the utilities sector. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and achieved Chartered Wealth Manager status in 2013. She has also completed the CFA UK Certificate in ESG Investing. Prior to joining Charles Stanley in 2008, she was a lead analyst at boutique equity research firm Hardman & Co. Tina holds a DPhil in Psychology from Oxford University and an MSc in International Securities, Investment and Banking from the ICMA Centre.

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Investment Management

Tina Wood

Operations Manager

Tina's Biography

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.

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Investment Management

Tom Hall

Assistant Portfolio Manager

Tom's Biography

Tom joined Charles Stanley in July 2024 as an Assistant Portfolio Manager. He started his financial planning career in 2019 at Ellis Bates Wealth Management, having gained experience working a variety of roles. Outside of work, Tom is an avid sports fan and will usually be found playing a variety of sports or spending time with family and friends.

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Sales

Tom Hawkins

Director of Business Management

Tom's Biography

Tom joined Charles Stanley in September 2022 as Head of Strategic Partnerships. Prior to joining, he worked at Quilter for 22 years where he held a number of roles, namely their BDM working with national advice businesses and networks, the Regional Sales Manager for the SW region and he also spent 4 years as their Head of Marketing. Tom is responsible for developing new strategic partnerships with financial adviser firms in the UK to help them deliver standout investment solutions to their clients. Outside work Tom loves to ski in the winter, play golf when the sun is out and run around after his 4 sons.

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Financial Planning

Tom Miller

Financial Planner

Tom's Biography

Tom is a qualified Financial Planner and joined Charles Stanley in 2015. Tom helps private individuals achieve their lifetime goals by advising on areas such as retirement planning, investment and inheritance tax planning. He is also a pension transfer specialist. Outside of work Tom enjoys travelling and playing sport.

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Research

Tom Parkes

Asset Allocation Analyst

Tom's Biography

Tom Parkes joined Charles Stanley in January 2023 as an associate analyst where he focused on researching exchange traded funds (ETFs) and index tracking funds. He subsequently moved to the Macro team in May 2025 as an asset allocation analyst where he provides insights for the research team's Multi-Asset Guidance Portfolios. In 2025, Tom was named in Citywire's "30 under 30" 2025 list and ETF Stream's "Rising Star" 2025 series. He holds a Master's degree in Business Management and Geography from the University of Edinburgh, the Investment Management Certificate (IMC) and has passed Level 2 of the CFA qualification.

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Investment Management

Tom Planterose

Senior Investment Manager

Tom's Biography

Tom joined Charles Stanley in March 2023, as a Senior Investment Manager based in our Tunbridge Wells office, managing portfolios on behalf of private clients, trusts and charities. Prior to Charles Stanley, Tom worked for Sanlam Private Wealth for 11 years in a similar role, while also initially working in the collectives research. Tom is a Chartered Wealth Manager and graduated with an MA Hons in Finance and Business Law from Heriot-Watt University, Edinburgh

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Investment Management

Tom Sanderson

Director of Private Clients & Team Leader

Investment Management

Tom Scarborough

Director of Private Clients

Tom's Biography

Tom joined Charles Stanley in March 2012 having spent over 11 years at Gerrard Investment Management, and subsequently Barclays Wealth, managing investment portfolios for private clients as well as for pensions, trusts and charities. Prior to this Tom worked within the diamond industry for De Beers, based primarily overseas in Africa.

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Investment Management

Tony De Marco

Investment Manager

Investment Management

Tracy Donaldson

Investment Managers Assistant

Tracy's Biography

Tracy joined Charles Stanley in 2019 and is an assistant to the Investment Managers in Ian Harleys team. Tracy is a Business Studies graduate and has worked in some of Edinburgh's largest financial institutions.

Contact Tracy

Investment Management

Tracy Smith

Investment Manager

Tracy's Biography

Tracy's career in the stockbroking industry has spanned thirty years. She is a Chartered Fellow of the Chartered Institute for Securities and Investment as well as a member of the Personal Finance Society and the CII. Tracy specialises in private client investment management on both a discretionary and advisery basis. In her spare time she enjoys walking her 4 dogs and going to the theatre.

Contact Tracy

Investment Management

Tsitsi Mutiti

Investment Manager

Tsitsi's Biography

Tsitsi Mutiti is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), specialising in the management of bespoke discretionary portfolios for private clients, charities, and trusts. She is particularly passionate about supporting women navigating significant financial transitions, such as divorce, inheritance, and business exits. Tsitsi serves on the Raymond James Wealth Management Inclusion Council, championing the firm's inclusion agenda, and is a member of the editorial panel for CISI's member magazine, The Review. Her dedication to mentorship, advocacy, and excellence in wealth management has earned her multiple accolades, including the 2018 Women in Finance Award, the 2019 Citywealth Powerwomen Rising Star of the Year, the 2024 CISI Mentor of the Year Award, and the 2024 Raymond James Woman of Distinction Award.

Contact Tsitsi

Research

Tyler Bond

Senior Quantitative Analyst

Tyler's Biography

Tyler Bond joined Charles Stanley in 2024 as a Quantitative Analyst in the Asset Allocation team at Charles Stanley, where he leverages his actuarial background and experience in investment consulting. He holds a first class honours degree in Applied Mathematics and a Bachelor's degree in Accounting and Finance. He is a Fellow of the Institute and Faculty of Actuaries.

Contact Tyler

Investment Management

Una Hopkins

Consultant

Una's Biography

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.

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Financial Planning

Veselina Petrova

Senior Paraplanner

Veselina's Biography

Veselina joined Charles Stanley in 2023, having previously worked across a range of financial services firms, including Lloyds Private Banking. She holds a first-class degree in Banking and Finance from the University of Leicester and is a Chartered member of the Chartered Insurance Institute, having completed the Advanced Diploma in Financial Planning. She also holds the Investment Management Certificate awarded by CFA UK. Veselina supports financial planners by conducting in-depth research and analysis, preparing tailored financial plans, and producing suitability reports covering investments, pensions, protection products, and estate planning.

Contact Veselina

Investment Management

Vikkii Antill

Office Manager

Financial Planning

Warren Terry

Financial Planner

Warren's Biography

Warren joined Charles Stanley in 1991 and is a senior consultant within the Financial Planning department. He has 30 years' experience advising individuals on pensions, investments, protection and estate planning. Warren is a Chartered Fellow of the Chartered Institute of Securities and Investment and holds the Chartered Insurance Institute Diploma in Financial Planning.

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Investment Management

Will Dobbs

Senior Investment Manager

Will's Biography

Will joined Charles Stanley in 2011 from Edinburgh University and looks after private clients, charities and trusts on a Discretionary basis. Having completed his Masters in Wealth Management, he is now a Chartered Fellow of the Securities Institute. He sits on the Equity Strategy Committee and co-manages the Charles Stanley UK Equity fund.

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Investment Management

Will Ritson

Director of Private Clients

Will's Biography

Will is a Director of Private Clients, having been with Charles Stanley since 1999. Will specialises in looking after high net worth clients, landed estates and their families, encompassing ISAs, SIPPs and trusts. Also a Chartered Fellow of the Chartered Institute of Securities and Investment, Will is married with three children and lives in Northamptonshire and was a reasonable amateur jump jockey in his day. He also oversees some farming interests and the breeding of some slower than desired thoroughbreds.

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Investment Management

Will Walker-Arnott

Director of Private Clients & Team Leader

Will's Biography

Will is an investment manager who has been working at Charles Stanley since 2006. He is a regular business guest on BBC Radio 4's Today programme. Will won the coveted 'Future Leader in Wealth Management Award' at the Spear's Wealth Management Awards 2014. Outside work, Will is a Governor at Haileybury College and chairs their investment committee. He is also trustee for the Amber Trust, a charity that provides musical therapy to blind children. He has a BSc. (Hons) in History and Sociology from Durham University.

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Investment Management

William Le Blanc Smith

Investment Manager

William's Biography

Will Le Blanc-Smith joined Charles Stanley on the graduate programme in September 2006, having completed a Bachelor of Sciences degree in Politics at the University of Bristol, completing his relevant professional qualifications in the summer of 2008. Since then he has been looking after a range of private clients, trusts and charities as an investment manager and Chartered Fellow of the Chartered Institute for Securities and Investment. Will lives in Battersea and can regularly be found on local tennis courts.

Contact William

0207 149 6553
william.leblancsmith@charles-stanley.co.uk
LinkedIn Profile
London office

Investment Management

William Nicholls

Investment Manager

William's Biography

William joined the team in Ipswich in 2018 having spent 10 years in the City where he worked at various financial brokerages. His interest in financial markets and ability to dissect what is (and isn't) important brought along a column in the City A.M. newspaper in a previous role. This, tied with a natural ability to get on with people, meant a move into Wealth Management was the perfect fit. He has just finished his final exams to become a qualified Wealth Manager and at some stage he would like to take the third and final CFA exam.

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Investment Management

William Shaw

Director of Private Clients & Team Leader

William's Biography

William Shaw started working in the stock market for Shaw & Co just in time to witness the crash of 1987, having spent the early years of his career as a grain trader. He joined Charles Stanley after they took over Shaw & Co in 1997. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Working closely with Will Le Blanc-Smith he manages portfolios for a wide range of private clients, trusts and charities. He lives in Cambridgeshire, with his wife and their two sons.

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Investment Management

Wyn Thomas

Investment Advisor

Wyn's Biography

Wyn is an Investment Advisor in the Bath team, having joined Charles Stanley in 2008, after 21 years in retail banking. Wyn is a Chartered Fellow of the Chartered Institute for Securities and Investment, and his role within the office is to support Chris Andrews in managing investment portfolios for private clients, pension funds and charities. Wyn is a keen sports enthusiast, and especially enjoys watching rugby, and following his home town team of Llanelli Scarlets.

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Financial Planning

Zoe Disney-Walford

Senior Financial Planning Assistant

Zoe's Biography

Zoe joined Charles Stanley in 2022, bringing valuable experience from a large accountancy firm in the Southwest with a strong focus on financial planning. She has played a key role in establishing the financial planning support team in Exeter and has progressed to the role of Senior Financial Planning Assistant. Zoe combines operational insight with a commitment to delivering high-quality support across a range of client needs.

Contact Zoe

01392 453641
zoe.disney-walford@charles-stanley.co.uk
Exeter office

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