Investment Management

Aamna Mobashar

Portfolio Analyst

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.

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Asset management

Abi Ward

Investment Manager

Research

Adam Carruthers

Analyst

Adam's Biography

Adam Carruthers is 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

Investment Manager

Adam's Biography

Adam manages bespoke investment portfolios and client relationships for individuals and on behalf of IFAs, accountants and solicitors. He joined Charles Stanley in 2016 and is approaching 10 years' experience in investment management. Adam protects and grows wealth for a range of clients, including private clients, trusts, pensions and charities. He graduated from Newcastle University with a First in Business Management and is a Chartered Wealth Manager. He is a charity Trustee of The Hunslet Club and lives in Yorkshire with his wife and son.

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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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Financial Planning

Adele Milne

Financial Planning Admin

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. Aimee is a Chartered member of the Chartered Institute for Securities and Investments (CISI) and has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications. She now manages investment portfolios for private clients, trusts and charities. Aimee is also a committee member of the Norwich Business Women's Network.

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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

Alexandra Price

Director of Financial Planning Northern Ireland

Alexandra's Biography

Alex joined Charles Stanley as Director of Financial Planning in 2019. Prior to joining Alex has 23 years experience advising clients, most recently at Tilney ,where she advised high net worth clients including lottery winners. Alex specialises in investment advicealong with IHT planning, she also advises clients who are going through a divorce using cash flow modelling, along with personal injury clients. She is a pension transfer specialist and provides advice on pre retirement and at retirement solutions.

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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.

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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

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

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 Cozens

Trainee Investment Advisor

Allie's Biography

Joined Charles Stanley in 2014, working within the Compliance department for just under three years prior to moving to provide administrative support for Katie Tasker and Howard Burchett in July 2017. Allie passed her level 7 Chartered Wealth Manager qualification in November 2020, and is currently working towards her competency sign off as investment manager while continuing to support Howard, Katie and also Camilla Dewey.

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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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Alwyn Mulryne

Investment Director

Investment Management

Andrew Baker

Senior Investment Manager

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.

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01163 666 200
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 Cooper

Director of Private Clients

Andrew's Biography

Andrew became a member of the Stock Exchange in 1990 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. An investment management all his working life, starting with the institutional Fixed Interest team at Scrimgeour Kemp Gee. Since 1987 Andrew has been an Investment Manager at Charles Stanley providing Discretionary investment management for high net worth individuals Trusts and Charities. Andrew is a Freeman of the City of London and a Charity Trustee.

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Board

Andrew Didham

Non-Executive Director

Andrew's Biography

Andrew Didham joined Charles Stanley as a Non-Executive Director in September 2015. Andrew is a member of the board of NM Rothschild & Sons Limited and was Group Finance Director of the worldwide Rothschild Group between 1997 and 2012. A partner of KPMG from 1990 to 1997, Andrew is a Fellow of the Institute of Chartered Accountants in England and Wales. Andrew is also a Non-Executive Director of Shawbrook Group PLC and Chairman of its Audit Committee. Andrews past experience includes audit responsibility for a number of global financial institutions, assignments on behalf of the Bank of England and of the EU, and extensive dealings with global regulatory authorities. Andrew is Chairman of the Groups regulated entity, CSC, as well as being the Groups Senior Independent Non-Executive Director. Andrew is also a member of each of the Audit, Nomination. Remuneration and Risk Committees.

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London office

Investment Management

Andrew Frogley

Investment 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

Financial Planning

Andrew Meigh

Managing Director of Financial Planning

Andrew's Biography

Andrew Meigh joined Charles Stanley as Director of Strategic Development in 2012 and was appointed to the Executive Committee in March 2017. He has been Managing Director of the Financial Planning Division since March 2016. Since then he has overseen a major repositioning and significant growth in the business.

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Financial Planning

Andy McGowan

Director of Financial Planning & Operations

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 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

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

Investment Manager

Anna's Biography

Anna holds a master's degree in Finance and Banking from the Warsaw School of Economics. She joined Charles Stanley in 2004 where she creates bespoke discretionary portfolios for private individuals, trusts, pensions and charities. 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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Board

Anna Troup

Non-Executive Director

Anna's Biography

Anna joined Charles Stanley in October 2020. She was formerly a Head of UK Bespoke Solutions at Legal and General Investment Management. She currently sits on the boards of Aberdeen Diversified Income and Growth Trust PLC, MS Amlin Investment Management Limited, The Pension Protection Fund and T. Bailey Fund Services Limited.

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London office

Investment Management

Arran Khangure

Portfolio Manager

Arran's Biography

Arran is a Portfolio Manager within Charles Stanley's Private Client team. He is responsible for the day-to-day management of Discretionary investment portfolios held within the Birmingham office. Prior to joining Charles Stanley, 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.

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Research

Arthur Castle

International Equity Analyst

Arthur's Biography

Arthur joined Charles Stanley on the graduate programme in October 2017. After spending several months experiencing different departments within the business, he joined the internal research team permanently as an analyst. Arthur has a degree from the London of School of Economics, holds the Investment Advice Diploma and is currently working towards the CFA qualification.

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Investment Management

Austyn Shuttlewood

Investment manager

Austyn's Biography

Austyn joined Charles Stanley in October 2010, having started his career at Robert Fleming & Co. More latterly he worked for Prudential Bache and finally BNP Paribas. Austyn looks after private clients, charities and trusts on a discretionary basis. . He is a Chartered Member of the Securities Institute.

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Financial Planning

Barry McGowan

Chartered Financial Planner

Central Financial Services

Becca Nicholson

Assistant Client Relationship Manager

Investment Management

Beckie Stewart

Office 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

Investment Manager

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

Analyst (Collectives)

Ben's Biography

Ben is jointly responsible for the selection of best-in-class managers across all asset classes for inclusion on Charles Stanley's collectives Preferred List. Ben joined Charles Stanley in 2016, initially as an Investment Writer before moving into the Collectives Research Team later that year. He graduated from the University of Southampton in 2013 and has previously worked at Invesco and Succession Group. He passed all three levels of the CFA Program at the first attempt.

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Research

Ben Kelly

Associate Analyst

Ben's Biography

Ben joined Charles Stanley in 2019, sitting within the Equity Research team as an Associate Analyst. He has completed the Investment Management Certificate, has passed Level I of the CFA Program, and is a Chartered member of the Chartered Institute for Securities and Investments. Prior to joining Charles Stanley, Ben worked at Aviva Investors, Barings Asset Management and Thesis Asset Management.

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Board

Ben Money-Coutts

CFO Director PLC

Ben's Biography

Ben Money-Coutts was appointed as Chief Financial Officer in March 2015. Ben joined Charles Stanley in May 2013 from Saltus Partners LLP where, since 2007, he had been a Partner, Chief Financial Officer and Chief Operating Officer. Prior to Saltus LLP Ben was Head of Corporate Broking at Bridgewell Securities. He qualified as an ACA at Arthur Andersen, worked at Charterhouse from 1987 to 2000 and was then a Corporate Finance Managing Director at ING Barings from 2000 to 2003. Prior to becoming CFO, Bens roles within Charles Stanley included acting as Chief Operating Officer of the Charles Stanley Financial Services division and separately as interim Group Head of Compliance.

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London office

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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Benedict Tottman

Associate Analyst ? Investment Strategy

Investment Management

Benjamin Benson

Portfolio Manager

Benjamin's Biography

Benjamin is a Portfolio Manager in the Charles Stanley Cambridge branch. In this role he applies investment analysis and research to portfolio construction for clients. He joined Charles Stanley in August 2020 having worked at a regional model portfolio solution provider for over 5 years, and previously with Hargreaves Lansdown. He is currently a CFA Level II candidate.

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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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Asset management

Bob Campion

Senior Portfolio Manager

Bob's Biography

Bob is responsible for leading Charles Stanley's Fiduciary Management service. Bob has worked with trustees and their advisers for more than a decade, and spent six years as a member-nominated trustee for a medium-sized DB pension scheme. Bob is a CFA Charterholder, holds the Investment Management Certificate, and has a degree in Philosophy from the University of Warwick.

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Financial Planning

Bobbi Britton

Trainee Paraplanner

Financial Planning

Bobby Wright

Financial Planning Administrator

Investment Management

Cam Martin

Portfolio Assistant

Investment Management

Camilla Dewey

Investment Manager

Camilla's Biography

A graduate of Oxford Brookes University, Camilla Dewey completed a business Management Degree. She joined Charles Stanley in 2009 and completed the CISI Masters in Wealth Management (Level 7). Camilla's focus is on managing Private Client Discretionary Portfolios as well as Trusts and Charities and works alongside a variety of IFAs, Solicitors and Accountants.

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Investment Management

Caroline Boughton

Investment Manager

Caroline's Biography

Having graduated from Leeds University with a degree in Spanish and Politics, Caroline joined Charles Stanley in June 2005. CaroIine holds a Masters in Wealth Management qualification and primarily assists with the management of both Advisory and Discretionary private client portfolios on Adam Page's team.

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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. Her interests include photography, travel, theatre and cookery.

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Investment Management

Carolyn Black

Investment Manager

Carolyn's Biography

Carolyn graduated from Loughborough University Business School with a First-Class Honours degree and is a Chartered Fellow of the Chartered Institute for Securities & Investments. She has worked in the industry for over twenty years, investing in a variety of assets for a diverse private client base, which includes trusts, charities, pensions and companies. During this time, she has developed strong relationships with IFAs, solicitors and accountants and is passionate about ensuring clients are offered a holistic and bespoke approach to their affairs. Carolyn is a regular contributor to the business and finance pages of the Yorkshire Post. Having retired as a trustee after nine years at Leeds Beckett University Students' Union, Carolyn became a trustee at Leeds Community Foundation and the Chair of the Foundation's Income Generation Committee in 2019, which provides valuable knowledge into the requirements of, and pressures on, the third sector.

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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 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

Branch Manager/Senior Investment 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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Charlie Garrod

Investment Managers Assistant

Investment Management

Charlotte Harris

Junior Investment Managers Assistant

Investment Management

Charlotte Lambeth

Director of Private Clients

Charlotte's Biography

Charlotte manages discretionary portfolios for private individuals, trusts, charities & corporate clients. Charlotte joined the financial industry in 1997, originally qualifying as an independent financial adviser before becoming an investment manager looking after institutional life and pension funds, hedge funds and private clients. 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. She is also a Trustee for a charity offering almshouse accommodation in Exeter.

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Investment Management

Charlotte Mashiter

Investment Manager Assistant

Charlotte's Biography

Charlotte has been with Charles Stanley since August 2015; prior to this she developed her career at BNY Mellon in her role as a Corporate Actions Senior Specialist and more recently at Capita Asset Services as an Assistant Supervisor within their Share Plans department. Within the Tunbridge Wells office she supports the investment managers in all aspects of the administration of their clients' portfolios. She recently completed her Investment Operations Certificate (IOC) and outside of her work she spends as much time as possible outdoors, particularly walking on the South Downs and in the Lake District with her husband Paul and her Cocker Spaniel, Molly.

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Investment Management

Charlotte Negus

Investment Manager

Charlotte's Biography

Charlotte Benge joined Charles Stanley in 2009,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.

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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.

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Sales

Chetan Mistry

Intermediary Sales Manager

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

Senior Investment Manager

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.

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Investment Management

Chris Hailes

Senior Investment Manager

Investment Management

Chris Harris

Senior Investment Manager

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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Investment Management

Chris Harris-Deans

Director of IMS - Branches

Financial Planning

Chris Sanders

Paraplanner

Chris's Biography

Joined the Royal Navy straight from school in 1980, medically discharged in 1987 and commenced employment in the City. My last role was as a Paraplanner with Investec, where I worked for 13 years. I live in East Sussex and enjoy socialising where possible

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Financial Planning

Christian Dyer

Paraplanner

Christian's Biography

Christian began his career in the financial industry in late 1997 and joined Charles Stanley in mid 2013. He has worked as an Administrator, Team Leader, Financial Consultant and has 15 years experience as a Paraplanner. Christian holds both of the CII Diplomas in Financial Planning and Regulated Financial Planning. His interets include athletics, football and photography. Although a Liverpool fan, he also holds a season ticket at MK Dons.

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Financial Planning

Christina Black

Senior Paraplanner

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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Financial Planning

Claire Dawson

Financial Planning Administration Team Leader

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 oversight of the Administration team and provides full support and assistance to all the team's clients. Recently a new mum, when not running around after her daughter, she enjoys long family hikes and climbing.

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Sales

Cliadhna Law

Private Client Business Development Manager

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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Investment Management

Connor Morrow

Trainee Investment Advisor

Connor's Biography

Connor joined Charles Stanley in 2020 as a Trainee Investment Advisor. Connor holds a Bachelor's degree in Accountancy and successfully secured a Scholarship to study for a Master's degree in Accounting and Finance. He holds the IAD and is currently pursuing his professional exams with the Chartered Institute of Securities & Investments in order to become an Investment Manager. Connor aids in the management and administration of both advisory and discretionary portfolios. Outside of work, he spends his time playing chess, reading and stargazing.

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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 works closely with his 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.

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Central Financial Services

Dan Beecroft

Trainee Client Relationship Manager

Asset management

Dan James

Head of Asset Management

Investment Management

Daniel Bass

Investment Managers Assistant

Daniel's Biography

Daniel started working at Charles Stanley in 2018, shortly after graduating from Loughborough University with an honours degree in Business, Economics & Finance. He provides support to senior investment managers with regards to portfolio and client management. Daniel is currently studying for the Investment Advice Diploma, to help enhance his skills and knowledge, with future ambitions of taking the chartered wealth manager qualification.

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Asset management

Daniel Riddaway

Portfolio Manager

Daniel's Biography

Daniel joined Charles Stanley in 2015. He supports all areas of the fiduciary management service, with particular focus on strategic modelling and portfolio construction. Prior to joining Charles Stanley, Daniel worked at Capita Employee Benefits as an Investment Analyst. Daniel is a CFA Charterholder, holds the Investment Management Certificate, and has a first-class honours degree in Mathematics from the University of Warwick.

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Investment Management

Darren Ager

Director of Private Clients

Darren's Biography

Darren joined Charles Stanley in 1987. He has a passion for companies and enjoys meeting company management teams. He is a trustee of the Group's Pension scheme and was a former member of the firm's strategy team. In his leisure time music plays a big part of his life together with a new found love of motorbikes.

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Financial Planning

Dave James

Director of Financial Planning

Investment Management

David Burton

Investment Manager

David's Biography

David joined the Norwich Branch of Charles Stanley in August 2016, having graduated from the University of Sheffield with a 2:1 BSc (Hons) degree in Accounting and Financial Management. David has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications, and is now a fully qualified Investment Manager. In his spare time, he enjoys keeping active by running and playing sports which include football, badminton and squash.

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Investment Management

David Cowie

Trainee Investment Advisor

David's Biography

David joined the Edinburgh branch of Charles Stanley in 2017. He provides investment management services for private clients, pension funds, charities and trusts. David has a degree in Economics and Economic History from the University of York and achieved the CISI Chartered Wealth Manager qualification in 2021.

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Investment Management

David Hamilton-Stubber

Investment Manager

David's Biography

David has re-joined Charles Stanley having left the company following the merger of the Newbury office with Oxford in 2016. Prior to this he had already been with Charles Stanley in Newbury for over 22 years as an Investment Manager looking after private clients, trusts and charities and has now returned to continue managing client's investments after two years with St. James's Place Wealth Management. Out of the office David enjoys many country pursuits, as well as skiing, travelling and chocolate!

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Board

Sir David Howard

Chairman

Sir David's Biography

Sir David Howard joined Charles Stanley in 1967. He became Managing Partner in 1971, Managing Director in 1988 and Chairman in 1997. He was Lord Mayor of London from 20002001. He has served as a Director of the CISI and London Stock Exchange, CREST and LIFFE Committees. He has also served as a Director of the Financial Services Skills Council, as Chairman of the Council of City University, as President of the Chartered Management Institute, as Chairman of the CISI Examinations Board and as a Director of the Personal Investment Management and Financial Advice Association (PIMFA). He is an alternate member of the Takeover Panel and serves on the CREST Settlements Appeals Panel. Sir David is Chairman of the Groups Nomination Committee.

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London office

Central Financial Services

David Kell

Deputy Branch Manager/Client Relationship Manager

David Pederson

Director of IMS (Branches)

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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Investment Management

Dawn Evans

Investment Managers Assistant

Dawn's Biography

Dawn Evans joined Charles Stanley in 2002 having previously worked at a leading firm of actuaries followed by a Singaporean international bank, each for thirteen years. She has very ably supported William Shaw and others throughout her time at Charles Stanley and we are delighted that she has continued with us beyond her thirteenth year of employment. Dawn's role as an Investment Management Assistant involves a range of administrative, reporting and client liaison functions. She is always happy to hear from clients and keen to help.

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Investment Management

Dawn Robinson

Investment Managers Assistant

Dawn's Biography

Dawn joined Charles Stanley in 1986, having worked with the MAPS investment team for the last 9 years prior to this as a personal assistant for 15 years with a Broker (now retired) and the previous 10 years in the general office. Dawn has vast experience and knowledge of working with clients, systems and process within Charles Stanley. Dawn is a Chartered Member of the Securities Institute as well as passing the Securities Representative Examination (1995) and Operations Management Certificate (1999).

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Investment Management

Debbie Randell

Administrator

Debbie's Biography

Debbie joined Charles Stanley as an Administrator in January 2019, having previously worked in Education and the Banking Industry. In her spare time, Debbie enjoys spending time with her family and friends. She also enjoys live music events, theatre trips and exploring the local area with her husband and dog.

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Investment Management

Della Phillips

Office Manager

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

Ed Clark

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

Senior Investment Manager

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 & Charities

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/Investment Manager

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 a 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.

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Investment Management

Elliot Boothright

Trainee Investment Advisor

Elliot's Biography

Elliot recently joined Charles Stanley on the Graduate Scheme. He is a Trainee Investment Manager and is studying towards the Level 7 Masters in Wealth Management. Elliot has a BSc (Hons) in Business Management & Marketing.

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Investment Management

Emily Horwood

Investment Managers Assistant

Emily's Biography

Emily joined Charles Stanley in November 2015 after graduating from college. She has acquired the CISI Level 3 award for Introduction to Investments and is continuing her studies towards her CISI Investment Advice Diploma. Emily supports our Investment Management team and assists with execution only trading and accounts for deceased estates

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Investment Management

Emily King

Investment Managers Assistant

Investment Management

Emma Foden-Pattinson

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.

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Investment Management

Emma Godwin

Branch Assistant

Financial Planning

Emma Hammond

Financial Planner

Emma's Biography

Emma has joined Charles Stanley bringing over 25 years' experience in the Financial services industry. Emma is one of the few advisers in the UK who has both a personal and corporate financial planning background, she previously worked in corporate structured finance where she provided specialist advice to company directors and their staff. Emma considers herself to be an 'allrounder' but particularly enjoys providing investment, pension and inheritance tax advice and helping clients to plan their futures using cash flow modelling. She also has a long term care specialism, previously providing advice to clients via the Court of protection.

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Investment Management

Emma Howard

Administration Assistant

Investment Management

Ewan Pollicott

Senior Investment Manager

Ewan's Biography

Ewan has worked within Wealth Management for 34 years, joining Charles Stanley's Court of Protection and Damage Awards Team 15 years ago and has been looking after the investments of vulnerable clients in this specialist area ever since. He looks after the Team's client in the North of England working out of our Leeds office.

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Investment Management

Fiona Russell

Investment Managers Assistant

Investment Management

Frances Hennessey

Branch Administration Manager

Investment Management

Gail De'Claire

Investment Manager

Gail's Biography

Gail completed the full Securities Industry Diploma and is now a Chartered Fellow Member of the Chartered Institute for Securities and Investment and was a judge for the Cardiff Life Business awards. She has been working in the financial sector since April 1992 and has built up a portfolio of private clients, specialising in discretionary portfolio management including pensions, trusts, offshore bonds, and corporates. She has also featured in the Cardiff Life publication and is the nominated media commentator for the Cardiff office for Charles Stanley.

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Investment Management

Gail Main

Portfolio Manager

Investment Management

Gareth Hayward

Director of Private Clients

Gareth's Biography

Joined Charles Stanley in 1999 after a career spanning 18 years in corporate broking and corporate finance with Nomura International, Vickers da Costa (subsequently Citicorp Scrimgeour Vickers) and Henry Ansbacher, experience he brings to bear when managing client portfolios. He has a law degree from Cambridge University, is a Fellow of the Chartered Securities Institute and is a member of the firm's Responsible Investment Committee.

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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 Chief Investment Commentator at wealth manager Charles Stanley, I have spent most of my 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 Standard & Poor's, I have been looking at equity markets for more than 20 years. A scientist by training, I now seek to identify long-term trends, as well as uncovering the meaning behind unusual market movements. Today I want to look at the trend that have driven markets over the last ten years, with and emphasis on technology, then ask what the future holds for one of the most important sectors in markets today.

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Financial Planning

Gary Coe

Financial Planner

Gary's Biography

Gary has worked in financial services for 20 years at various banks and private wealth managers. He specialises in financial planning for both individuals and businesses. Gary also holds the pension transfer specialist qualification. In his spare time, he enjoys spending time with his wife Kelly, and children Lilly and Stanley. He has always been a keen sportsman but with age has become more of a spectator, and enjoys watching football, rugby and golf.

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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.

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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.

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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. Whilst an athletics comeback is 'pencilled in' for the Torino 2013 World Masters Games (over 35's), George accepts that future athletic medals may be limited to the fathers race at his children's school sports day!

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Investment Management

George Coster

Senior Investment Manager

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.

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Financial Planning

George Davey

Paraplanner

George's Biography

George has been working in wealth management for a number of years, previously as a financial planner for Mattioli Woods plc where he worked with a range of high net worth clients. He joined Charles Stanley in 2020 as the next step in his career, providing essential paraplanning support to Financial Planning Director, Paul Barratt. Holding the Diploma in Regulated Financial Planning, George is now studying towards his chartership in financial planning.

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Financial Planning

George Mackinnon

Financial Planning Administrator

Investment Management

George Matthews

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

Gerald Carey

Investment Manager

Gerald's Biography

Gerald joined Charles Stanley in 2016 having previously worked at Brewin Dolphin for 13 years. Before entering the City in 1984 Gerald qualified as a barrister and a member of Lincoln's Inn and gained a Sir Thomas More award. He manages accounts on both a discretionary and advisory basis for companies, pension funds, charities, family trusts and individuals. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

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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.

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Investment Management

Gideon Foster

Investment Manager

Gideon's Biography

Gideon started his career in 1987 at Battye Wimpenny & Dawson before moving down to London to work as a jobber on the Stock Exchange in the early 1990's. In 1993 he moved back up north, joining Brewin Dolphin and then subsequently Charles Stanley in 2000. In his spare time, Gideon plays cricket and football and is a keen supporter of Burnley FC.

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Investment Management

Giles Arkell

Senior Investment Manager

Giles's Biography

Giles started his career with Barclays Trust Company after leaving school in 1978 and joined Charles Stanley in 1984 working as a dividend analyst looking after institutional clients in the London office. The Oxford office opened in 1994 and Giles relocated in 1995. He is now one of the longest serving staff members and looks after private clients, trusts, and charities.

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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

Gina Maidment

Investment Manager

Gina's Biography

Further to a career in the Women's Royal Naval service, Gina worked in Sales and Marketing before joining Charles Stanley in 1998. She is an experienced Investment Adviser and looks after Private Individuals, Trusts, Charities and Corporate Clients. She lives with her family on the edge of Dartmoor and enjoys walking, cooking and spending time with family and friends.

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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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Sales

Glenn Baker

Business Development Director

Glenn's Biography

Glenn joined Charles Stanley in 2018 and is responsible nationally for its relationships with professional advisers, trustees and charities across Charles Stanley's 23 UK offices. He was previously a Director at Kleinwort Benson, before which he worked at Schroders. Glenn holds a PhD in English Literature from the University of Leicester and is a Board Member on the Action for Animal Health Development Board for the international charity The Brooke, looking at the development of One Health - human, animal and environmental.

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Investment Management

Gordon Martin

Senior Investment Manager

Financial Planning

Graeme Dreghorn

Financial Planner

Graeme's Biography

Graeme joined Charles Stanley in 2020 and has over 15 years' experience in financial services and specialises in Lifetime Financial Planning with wealthier individuals and families with more complex needs. He graduated with an Honours degree in Psychology from the University of Strathclyde and has previously worked for RBS, Barclays and a national IFA before joining Charles Stanley. Graeme is Chartered Wealth Manager and Chartered Fellow of the CISI, and has contributed to press articles for the FT, The Times and various trade publications.

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Investment Management

Graham Austin

Investment Manager

Graham's Biography

Graham joined Charles Stanley as an Investment Manager in January 2018. He manages the investments of private clients, trusts, and corporate entities on a discretionary basis, as well as accounts on behalf of professional advisers. Graham holds the Masters in Wealth Management qualification and is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI). In 2015, he was selected in the 'Citywire Top 30 under 30' professionals working within the UK private client investment management sector.

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Investment Management

Grant Paterson

Investment Advisor

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

Investment Manager

Gregory's Biography

Gregory is an Investment Advisor in the Birmingham office and builds portfolios for private clients and intermediary's, taking into consideration the client's individual circumstances to create truly bespoke portfolios. Gregory has over 5 years of experience in the financial services industry and is a Chartered member 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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Investment Management

Hannah Forsyth

Investment Managers Assistant

Hannah's Biography

Hannah joined Charles Stanley in 2017. Since starting, Hannah has passed her first exam 'Introduction to Securities & Investment' and is currently working towards the first of three exams to obtain her Investment Advice Diploma.

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Central Financial Services

Heather Duerden

Administrative Support Manager

Asset management

Hedley Lovegrove

Associate 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.

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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.

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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
[email protected]

Investment Management

Henry Gronning

Investment Manager

Henry's Biography

Henry joined Charles Stanley in 2020, having previously worked at WH-Ireland. He read Microbiology at the University of Leeds. He is a Chartered Member of the CISI and has over 9 years of industry experience. He specialises in offering discretionary investment services to individuals, charities, corporates and trusts. Henry has built up a strong network of local professional connections including solicitors, accountants and financial advisers.

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Investment Management

Henry Webster

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.

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Investment Management

Henry Williams

Portfolio Assistant

Investment Management

Howard Burchett

Director of Private Clients

Howard's Biography

Has over 31 years' of investment management experience; 25 years continuous service initially with Shaw & Co who were acquired by Charles Stanley in 1997. He manages investments for a wide range of clients including, private clients, trusts, charities and pensions. He currently chairs the London Investment Management Committee and sits on the PCIM and Income Committees.

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Board

Hugh Grootenhuis

Non-Executive Director

Hugh's Biography

Hugh Grootenhuis joined Charles Stanley as a Non-Executive Director in September 2017. Hugh is Chair of the Audit Committee and is a member of each of the Nomination, Remuneration and Risk Committees. Hugh is a director of S.W. Mitchell Capital Public Limited Company (since 1 January 2016) and Bridge Fund Management Limited (since 1 September 2016). Both these companies are registered in Ireland. Hugh is also a partner of R M Caldecott & Partners. Hugh was formerly Chief Executive of Waverton Investment Management Limited (previously J O Hambro Investment Management).

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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

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.

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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.

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Ian Rex-Hawkes

Paraplanner

Executive committee

Ian Sackfield

Managing Director of IMS

Ian's Biography

Ian joined Charles Stanley in June 2020 to lead the Group's network of regional branch offices, and was appointed Managing Director of IMS in May 2021. He has over 20 years' Board level experience in financial services, over nine of which were as Chief Executive Officer of Brown Shipley, during which time profits, funds under management and its loan book all grew substantially under his tenure. After stepping down as CEO he remained in a client-facing role as Client Director for over 18 months.

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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

Financial Planning

Isaac Clifton

Financial Planning Administrator

Isaac's Biography

Isaac has been at Charles Stanley since 2018, coming straight from completing his A-Levels. He began as a Data Input Administrator, providing general assistance to the admin team. He then became a Financial Planning Administrator in July 2019, working alongside the director of financial planning and is now currently studying towards his Financial Planning Level 4 Diploma.

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Research

Isabel Fairlie

Research Assistant

Isabel's Biography

Isabel joined Charles Stanley in January 2020. She holds a degree in Biology from the University of Sheffield. Isabel sits within the Research team as a Research Assistant.

Contact Isabel

Asset management

Jack McClean

Investment Managers Administrator

Jack's Biography

Jack joined Charles Stanley in 2017 after graduating from Heriot Watt University with a degree in International Business Management. He holds the Investment Operations Certificate and is currently studying for the Investment Advice Diploma. Jack assists with the administration of private client portfolios supporting Branch Manager, Christopher Clayhills-Henderson and Investment Manager Mark Ireland. Jack is a keen sportsman and has played for Heriots RFC since 2013, during which time he represented Scotland against Ireland Clubs in 2019.

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Investment Management

James Dawson

Investment Manager

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

Senior Investment Manager

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

Associate Investment Analyst (Global Equities and Investment Support)

James's Biography

James joined Charles Stanley in September 2018, starting out in the private client investment management operations department before transferring over to the research team in September 2019. He holds a Master's degree in Economics, Banking and Finance and is currently working towards the CFA qualification. James sits within the equity team as an associate analyst and focuses on the international equity sleeve.

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Investment Management

James Gerard Leigh

Investment Advisor

James's Biography

James joined Charles Stanley in October 2017 having spent 4 years at C. Hoare & Co. Private Bankers following graduation from the University of Leeds with an Honours degree in Neuroscience in 2013. He holds the Chartered Wealth Manager (level 7) qualification as well as the IMC and IAD. Additionally, he is a Chartered Member of the Chartered Institute for Securities and Investments. 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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James Hardy

Portfolio Manager

Financial Planning

James Hoare

Financial Planner

James's Biography

James is a Financial Planner and has been with Charles Stanley since 2017, after graduating from the University of Leeds. He holds the CII Advanced Diploma in Financial Planning. James provides a holistic service to private clients, achieved by understanding their circumstances, developing a comprehensive financial strategy, and providing regular reviews to ensure they remain on track. He covers a wide range of areas, but specialises in retirement planning, helping to pass wealth through families, tax mitigation and investment planning.

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Financial Planning

James Huntington

Paraplanner

Investment Management

James Kilby

Trainee Investment Manager

James's Biography

James joined the team in February 2021 after gaining an MSc Distinction in Banking and Finance from Bangor University. Since starting in the role he has gone on to pass the level 1 Chartered Financial Analyst exam and is currently working to achieve his Investment Advice Diploma. At present, he assists the senior investment managers in Exeter with client focused tasks and helps to ensure that background processes get completed in order to assist in giving clients the best possible investment management experience.

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Asset management

James Rae

Investment Manager

Investment Management

James Silcock

Senior Investment Manager

James's Biography

James is an investment manager with over 20 years' experience in financial markets. He is responsible for private clients, trusts, personal pensions and probate as well as working closely with a number of local IFAs, solicitors and accountants. Tim and James formed a partnership and moved to Charles Stanley in 1998 where they have created a business model offering bespoke investment management. James now lives in Leigh-on-Sea with his wife and two sons. James and his wife share a passion for scuba diving and underwater videography.

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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 Sweeney

Investment Managers Assistant

James's Biography

Having graduated with a degree in politics, James went on to work for an independent financial adviser before joining Charles Stanley in 2010. Outside of work, James is a keen sportsman, particularly enjoying squash, tennis and golf, although due to his three children, opportunities to play are increasingly few and far between.

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Investment Management

James Wynn

Trainee Desk Assistant

James's Biography

James joined Charles Stanley in November 2016 after graduating from College. James provides support to our Investment Managers and is an integral part of our administration team. He is currently studying towards a degree in Business Management and Economics via The Open University. James is passionate about weight training and boxing and enjoys watching American Football.

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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 Team since January 2019, having previously worked in Client Data and the Secretarial Department within Charles Stanley. 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.

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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.

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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.

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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

Senior Investment Manager

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.

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Research

Jeremy Spain

Analyst (Fixed Income)/ Portfolio Manager

Jeremy's Biography

Jeremy joined Charles Stanley in March 2011 and has almost thirty years' experience in capital markets, specialising in fixed income and credit analysis for some of the City of London's highest rated firms in both physical and derivative securities. He sits on Charles Stanley's Investment Strategy Committee and co-manages the fixed income allocation of the Asset Management Division's open-ended investment funds.

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Financial Planning

Jessica Brightwell-Smith

Senior Paraplanner

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.

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Investment Management

Jo Mason

Investment Manager's 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 the private and public sectors of industry. After having lived abroad for a few years, Jo moved back to her home county of Norfolk and subsequently joined the Norwich branch of Charles Stanley in January 2016. In her spare time Jo plays 12-string guitar, sings and enjoys long country and beach walks. She is also a serious Scrabble player.

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Financial Planning

Joe Powell

Paraplanner

Joe's Biography

I Joined the Charles Stanley Financial Planning team from Tilney in 2020 and have been working in the industry since leaving university in 2016. I attended Bournemouth University, where I was awarded a BA Honours Degree in Business & Finance. I have since gone on to gain my Diploma in Financial Studies and am currently studying toward being chartered.

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Investment Management

John Boothman

Investment Manager

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

Managing Director of CFS

John's Biography

John Porteous was appointed as Managing Director of Central Financial Services in April 2021, having joined Charles Stanley as Head of Distribution in March 2019. Prior to that John was Retail Client Services Solutions Director at Quilter PLC and Director in charge of overall Client Proposition at Tilney (formerly Towry). John has 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.

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Financial Planning

John Redpath

Executive Director of Financial Planning

John's Biography

John is a qualified Chartered Financial Planner with 28 years experience. He has responsibility for both client advice and managing Charles Stanley Financial Planning in Scotland. A Graduate of Strathclyde University, John joined Charles Stanley in January 2018 following a successful career at Towry Ltd and Tilney where he was the Managing Partner.

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Asset management

John Redwood

Chief Global Strategist

John's Biography

John Redwood has been an investment Director and Head of Investment research, the Chairman of a couple of global international industrial companies, a Non Executive Director of an Investment Trust and an active value investment fund, and a co- founder of an investment company that pioneered dynamic asset allocation investing through index tracking funds. He is now part time Chief Global Strategist of Charles Stanley, running a demonstrator fund and writing about it in the FT and providing regular commentary on China, the USA and the EU economies and markets.

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London office

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

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.

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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. Jonathan became a member of the Executive Committee in January 2021.

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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.

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Asset management

Judith Cook

Investment Manager

Judith's Biography

Judith is an Investment Manager of the Charles Stanley Plymouth office which she joined in 2001, and her career in the stockbroking industry has spanned thirty years. She is a Fellow of the Chartered Institute for Securities and Investment as well as a member of the Personal Finance Society and the CII. Judith specialises in private client investment management on both a discretionary and advisery basis. In her spare time she acts as Trustee for several charities, mainly those that seek to assist young people.

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Investment Management

Julie Baird

Administrator

Julie's Biography

Julie joined the Edinburgh team as an audio typist on a temporary basis in September 2013. She became a permanent member of staff in November 2013 and provides typing support to her colleagues mainly with respect to client review reports and general correspondence. She also assists other members of the team with general administrative tasks.

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Financial Planning

Julie Crombie

Chartered Financial Planner

Financial Planning

Julie Goodman

Executive Director of Financial Planning

Julie's Biography

Julie joined Charles Stanley as an Executive Director and Strategy Board member in 2017. Prior to joining Charles Stanley, Julie spent 25 years at Coutts & Co as a Financial Planner, advising high net worth clients specialising in Inheritance Tax/Tax Structuring, Pensions and Investment Planning. Julie is a Chartered Financial Planner who prides herself on providing high quality advice to clients and demystifying the complexities that can often occur. Outside of work, Julie enjoys spending time with her family and watching plenty of sport, supporting her two sons.

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Central Financial Services

Kara Kirk

Assistant Client Relationship Manager

Central Financial Services

Karen Barnard

Assistant Client Relationship Manager

Investment Management

Kate Nathoo

Senior Investment Manager

Kate's Biography

Kate Nathoo has over 25 years investment experience. She was a founding partner at Daniels Holt Investment Managers and Client Director at Thesis Asset Management. Kate is a Chartered Fellow of the CISI and was President of the CISI Southern Branch from 2016 to 2018. Kate joined the Charles Stanley Guildford office in May 2018. She continues to specialise in the provision of Discretionary Investment Management for Private Clients, Trusts and Charities. Kate is a Trustee for a local professional theatre company, Guildford Shakespeare Company; she loves both theatre and classical music. She also enjoys local walking afforded by the beautiful Surrey Hills countryside.

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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

Katherine Dawes

Investment Managers Assistant

Katherine's Biography

Katherine joined Charles Stanley in 2016 as Branch Support and gained her CISI Investment Advice diploma in 2018. Before embarking on her career with Charles Stanley, she worked for five years as a medical secretary. Outside work, Katherine enjoys making jewellery and spending time with her family.

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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 28 years in managing the investments of private clients, charitable funds, trusts and SIPPS. She started her career in 1993 in Bristol, before relocating to Kent in 1998 and opened the office for Charles Stanley in Tunbridge Wells in 2001. Katie is well regarded and known within the industry and investment community.

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Investment Management

Katie Scrafton

Investment Managers Assistant

Investment Management

Katie Tasker

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.

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Sales

Keith Arnold

Intermediary Sales Manager (East Anglia)

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 covering predominately Essex as well as some accounts in London. His role at Aviva was widespread, dealing in all areas of pensions and investments as well as shaping IFA businesses and providing technical support. 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 Adviser business across East Anglia working closely with the local Investment Managers.

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Investment Management

Kiran Chavda

Investment Manager

Kiran's Biography

Kiran started his career with the International Stock Exchange in 1986 and ran the first pilot share shop. He went on to join Barclays where he stayed for 25 years. Kiran joined Charles Stanley in April 2014. Kiran has 34 years' experience managing relationships and portfolios for private individuals, trusts, companies, charities and SIPPs. He is a Chartered Fellow of the Chartered Institute for Securities & Investment

Contact Kiran

Investment Management

Kirsten Iles

Administrator

Investment Management

Kris Smith

Administration 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

Financial Planning

Laura Slater

Joint Head of Paraplanning - North

Laura's Biography

I joined Charles Stanley in 2012 as a Paraplanner and am responsible for Paraplanning in the Midlands and the North, managing a team of 13 Paraplanners. I hold the Financial Planning Diploma and am aim to attain Chartered status. I was a Finalist in the Professional Adviser 'Women in Financial Advice' awards 2020.

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Investment Management

Lawrence Fagg

Senior Investment Manager

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 Harrop

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.

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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.

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Lee Ramsden

Investment Director

Investment Management

Lesley Hever

Investment Managers Assistant

Lesley's Biography

20 years with Charles Stanley as Investment Managers' Assistant.

Contact Lesley

Lewis James-Lawrence

Associate Analyst ? ESG Equity Research

Financial Planning

Liam McGowan

Administrator

Financial Planning

Libby Ryder

Trainee Paraplanner

Financial Planning

Lily Warne

Wealth Manager's Assistant

Lily's Biography

Lily joined Charles Stanley in spring 2018 as an Investment Managers Assistant, and in summer 2019 took on the role of Wealth Managers Assistant assisting Tom De Burgh Williams, Ed 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 and Financial 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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Financial Planning

Linda Edward

Senior Paraplanner

Linda's Biography

Senior Paraplanner Linda joined Charles Stanley in 2018 from national firm Tilney, where she had worked for 10 years. A Chartered Financial Planner with over 15 years of experience in the industry, Linda works alongside Aberdeen offices Chartered Financial Planner, Scott Morrison. Linda has a wealth of paraplanning experience including the production of cash flow analysis for clients as well as dealing with complex financial planning needs such as advice on defined benefit pension schemes.

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Research

Lindsey Heath

EA - Research

Central Financial Services

Lisa Caplan

Foundation Financial Planning Director

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.

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Financial Planning

Lisa Spruce

Senior Administrator

Lisa's Biography

Lisa joined Charles Stanley in 2019. She has over 20 years' experience of working in the financial services sector and previous employment included Tilney, Kerr Henderson and Bank of Ireland Financial Services. Lisa's primary function within Charles Stanley is to provide administrative support to the Financial Planning Team and assist in the smooth operation of the Belfast office. Outside of work Lisa enjoys shopping, cooking, reading and spending time with her family.

Contact Lisa

0289 693 1910
Edinburgh office

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

Investment Advisor

Investment Management

Louis Coke

Senior Investment Manager

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 and Management Diploma from the ILM.

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Financial Planning

Louise Aldridge

Senior Paraplanner

Louise's Biography

Louise joined Charles Stanley in June 2019. Louise is a Paraplanner who has over 10 years' experience in financial planning as a Paraplanner and has attained the Diploma in Regulated Financial Planning. Louise provides analytical advice in all areas of financial advice and is working towards specialising in estate planning. Louise is currently working towards the Chartered Financial Planner qualification and also the STEP (Society for Trust and Estate Practitioners) Certificate for Financial Services (Trusts and Estate Planning).

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Investment Management

Louise Penttila

Trainee Portfolio Manager & Administrator

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

Financial Planning

Louise Wilkins

Financial Planning Administrator

Louise's Biography

Louise joined Charles Stanley in 2014 and has over 25 years experience of working within the Financial Planning Industry as an Administrator and Paraplanner. As well as working with Individual Financial Planners, Louise has been employed within the Investment Management and Insurance Company sectors.

Contact Louise

01163 666 200
Leicester office

Financial Planning

Lucy Clegg

Trainee Financial Planning Administrator

Investment Management

Lucy Howard

Investment Managers Assistant

Central Financial Services

Lucy Jebson

Administrative Support Manager

Financial Planning

Luke Keattch

Paraplanner

Luke's Biography

Luke is a Business Management graduate and holder of the DipFA Level 4 qualification in Financial Advice. Luke has 9 years' experience in the industry. Luke cover all areas of planning including pensions, protection, taxation and trusts. Although now living close to Bristol City's stadium in South Bristol, Luke is a diehard Watford fan having been born in Hertfordshire!

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Research

Lynn Hutchinson

Senior Analyst (Passives)

Lynn's Biography

Lynn leads Charles Stanley's passive fund research programme. Prior to Charles Stanley, Lynn joined Cantrade in 1992 which subsequently became Sarasin, where she was part of the dealing and investment strategy implementation team. She holds the Investment Management Certificate.

Contact Lynn

Investment Management

Maddie Howes

Administrator

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

Investment Management

Manjulla Dhir

Administrator

Marc Rayner

Senior Branch Administrator

Board

Marcia Campbell

Non-Executive Director

Marcia's Biography

Marcia Campbell joined Charles Stanley as a Non-Executive Director in October 2017. Marcia is Chair of the Risk Committee and is a member of the Audit and Nomination Committees. Marcia was formerly Group Operations Director and CEO Asia Pacific at Standard Life. She currently sits on the boards of Sainsburys Bank PLC, Murray International Trust PLC, The Canada Life Group (U.K.) Limited and CNP Assurances (a company listed on the Euronext Paris Stock Exchange). Marcia is also a member of Avivas independent governance committee.

Contact Marcia

London office

Investment Management

Marcia McKenzie

Senior Branch Assistant

Marcia's Biography

Marcia has worked in financial services for over 30 years, initially in banking with NatWest prior to joining Greig Middleton where she became a valued member of the team. Marcia joined the Charles Stanley office in Birmingham in August 2005 with her colleagues. As a Fellow of the Institute of Professional Administrators she keeps the office paperwork under control and ensures all documentation is in place for accounts. Although Marcia has lived in Birmingham all her life, the family hails from Barbados, a place to which she returns most years just to make her colleagues jealous! Outside of the work environment her main passions are tennis and athletics but she enjoys most sports. Also enjoys reading and socialising with friends, usually at restaurants or the theatre.

Contact Marcia

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
[email protected]

Investment Management

Marie Hinton

PA

Sales

Marie Lawrence

Intermediary Sales Manager - Thames Valley

Marie's Biography

In my role I have found that the top issues facing many IFAs are around the compliance burden and the effort required in dealing with the pace of change and uncertainty around industry regulation. I have spent many years helping my IFA partners to make sense of the emerging regulation and get them more time to spend on servicing their client's needs.

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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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Central Financial Services

Mark Feely

Head of Charles Stanley Investment Choices

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.

Contact Mark

Investment Management

Mark Henderson

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 Chartered Institute of Securities and Investments (CISI) and the President of the East Anglia Branch of the CISI. Mark lives with his wife and two children in rural Norfolk.

Contact Mark

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.

Contact Mark

Investment Management

Mark Merten-Jones

Branch Manager/Investment Manager

Investment Management

Mark Quilter

Senior Investment Manager

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.

Contact Mark

Investment Management

Marrion Kaye

Investment Managers Assistant

Marrion's Biography

Marrion joined Charles Stanley in 2013 and provides secretarial support to the team of investment managers previously having vast experience in Legal and Medical administration functions. Marrion is the focus for arranging our MacMillan charity event throughout the firm.

Contact Marrion

Investment Management

Mary Coughlan

Investment Manager

Investment Management

Matt Lidstone

Senior Investment Manager

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.

Contact Matt

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. He is currently studying towards a Diploma in Investment Advice.

Contact Matthew

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

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 Advisor

Matthew's Biography

Matthew joined Charles Stanley in 2016, having previously worked at UBS . Matthew looks after private clients, charities and trusts on both a Discretionary and Advised basis. He is a member of the CISI and holds the Chartered Wealth Manager qualification.

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Sales

Matthew Keen

Intermediary Sales Manager

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 13 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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Financial Planning

Mhairi Powell

PA

Financial Planning

Mia Kahrimanovic

Financial Planner

Mia's Biography

Mia joined the group in 2017 and has been a financial advisor since 2002. Prior to joining Charles Stanley she was Senior Private Client Adviser with Close Brothers and Lloyds. Mia specialises in providing financial advice on Inheritance Tax Planning, general investments and retirement planning. Mia holds BSc in Economics and Chartered Diploma in Financial Planning

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Investment Management

Michael Gifford

Senior Investment Manager

Michael's Biography

Michael is an investment manager with over 29 years in the securities markets. Before joining Charles Stanley in 2013 Michael successfully managed charity, trust and private client monies at Adam Investments in London. Beforehand, he managed equity income funds at Old Mutual Investment Management and Canada Life where in both cases the unit trusts were ranked in the top performing funds in the sector. Michael holds the Chartered Financial Analyst charter and is a member of the Society of Technical Analysts. He has a BSc. (Hons.) in Mathematics and Statistics.

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Investment Management

Michael Stuchfield

Investment Manager

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.

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Financial Planning

Michelle Murphy

Paraplanner

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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Investment Management

Milena Taylor

Investment Managers Assistant

Milena's Biography

I joined CS in Dec 2014,worked as Administrator for the first 5 years before becoming an IMs Assistant in 2020. I hold the IOC Level 3

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Asset management

Morgan Bocchietti

Portfolio Manager

Morgan's Biography

Morgan is a portfolio manager within the discretionary fund range covering direct equities, fixed income securities and multi asset strategies. He joined in January 2017 from Credit Suisses discretionary multi asset team. Morgan holds a bachelor degree in Finance from EDHEC Business School in France and a Master of Science in Investment Management from Cass Business School in London. He is a CFA Charter holder and holds the Investment Management Certificate.

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Financial Planning

Natasha Gregory

Financial Planning Administration Team Leader

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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Financial Planning

Neil Torney

Director of Financial Planning Northern Ireland

Neil's Biography

Neil joined Charles Stanley as Director of Financial Planning in 2019 , he has been advising private clients and their families for over 25 years, most recently at Tilney and Grant Thornton .Neil specialises in Financial cash flow modelling, use of trusts, inheritance Tax and estate planning. He is a pension transfer specialist and provides advice on retirement income generation and investment solutions .

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Investment Management

Nic Clarke

Investment 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 & Charities

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

Intermediary Sales Manager

Sales

Nick Minto

Intermediary Sales Manager

Nick's Biography

Nick joined the Charles Stanley Intermediary sales team in February 2016. Prior to joining, Nick worked at Standard Life for 13 years as business development manager dealing with banks, wealth managers, building societies and financial advisers. Previous to that role, he spent 14 years at Axa as a regional account manager. Professionally he holds both the Chartered Financial Planner and Chartered Wealth Manager qualifications plus he has also passed the Society of Trustees and Estate Practitioners (STEP) certificate for Financial Services. The focus at Charles Stanley will be to develop financial adviser relationships across the North of England working closely with the Investment Managers in the Leeds and Manchester offices. Along with investment Nick will bring his knowledge of retirement and succession planning strategies to the role. Outside work Nick is interested in a range of sports but in particular enjoys watching his son compete in swimming galas and triathlon events.

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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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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

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 specialises in managing portfolios for private clients, trusts and charities. Nick has been nominated for COLWM awards for the past 2 years and was also named in the City Wire 'Top 30 under 30' in 2015.

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Investment Management

Nicky West

Director of Private Clients

Nicky's Biography

Nicola gained a BA Honours in Economics from Exeter University before joining Barclays Wealth on their graduate training scheme in 2004. She spent a year gaining experience in different areas of the business while studying for her industry qualifications. She now leads the portfolio management team in Exeter, as well as creating and managing bespoke private client portfolios for the Exeter office.

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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. Nicola works closely with Ian Harley and Matthew Henderson. Nicola is a Member of the Chartered Securities & Investment Institute, and holds a Masters in Wealth Management.

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Investment Management

Nicola Loudon

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 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

Financial Planning

Nigel Goodhand

FP Director - North

Nigel's Biography

Nigel is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute; based in Birmingham. Director of a growing team which is currently responsible for advising on funds in excess of £275m of private client assets. Nigel and his team provides a holistic financial planning service covering areas including Inheritance Tax Planning & Trusts, Wealth Management, Onshore/Offshore investments, Retirement Planning and Protection. Nigel has provided financial advice for over 25 years; helping private clients to achieve their individual lifetime goals and aspirations, within a tax efficient and highly regulated environment.

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Asset management

Nigel Humphrey

Senior Portfolio Manager

Nigel's Biography

Nigel Humphrey joined Charles Stanley in March 2009 and has over 30 years of investment experience, having also worked as a Senior Private Banker at Coutts & Co and SG Hambros Bank. He is a Chartered Fellow of the Securities Institute, an Associate of the Chartered Institute of Bankers and holds the Dip PFS, and CeMap qualifications. He is primarily responsible for managing our Tailored Discretionary Management Service Portfolios and our Multi Manager Portfolios, and also looks after private clients on a Discretionary and Advised basis.

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Central Financial Services

Olivia Garthwaite

PPS Assistant

Olivia's Biography

Olivia joined Charles Stanley in April 2019, having studied at the Newcastle University reading Geography. Olivia is currently in the process of taking her exams to become a qualified Investment Manager.

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Board

Paul Abberley

Chief Executive Officer

Paul's Biography

Paul Abberley was appointed to the Board and became Chief Executive Officer following regulatory approval in December 2014. Paul joined Charles Stanley as Chief Investment Officer in June 2014. Prior to this appointment, Paul was the interim Chief Executive Officer of Aviva Investors Holdings Ltd and Aviva Investors Global Services Ltd, and a member of the Aviva Group Executive Committee, leading a series of strategic realignments with Aviva Investors Holdings Ltd where he had worked since 2008. Prior to Aviva Investors, Paul spent eight years at ABN AMRO Asset Management as Chief Investment Officer for the companys Fixed Income and Investment Solutions Division as well as being Chairman of the Companys London Board and a member of the Global Executive Management Team.

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Financial Planning

Paul Barratt

Director - Financial Planning; South

Paul's Biography

Paul is a Chartered Financial Planner and he is proud to have been providing holistic financial and wealth structuring advice to high net worth individuals and their families over the last 12 years. 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.

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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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Investment Management

Paul Russell

Senior Investment Manager

Paul's Biography

Paul is an Investment Manager involved in the construction and ongoing management of bespoke investment portfolios, predominantly for private individuals. He prides himself on the high level of service he provides to clients and their advisors to meet their individual needs. Paul is a Chartered fellow of the Institute for Securities and Investments and holds the Level 7 Masters in Wealth Management qualification. Paul has always worked in Exeter having started his career in the financial industry in 2005 before joining Charles Stanley in 2011.

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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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Investment Management

Pauline Levine

Branch Support

Pauline's Biography

Pauline has 35 years' experience in the wealth management industry. She has undertaken secretarial, administration and investment management assistant roles. Worked as an investment managers' assistant from 1993 up until joining Charles Stanley in August 2017. Pauline is now part of an administration team at the Manchester branch covering all aspects of administration and a wide range of office duties. She is married with one daughter . Outside of the office Pauline enjoys walking and is a dog walking volunteer.

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Financial Planning

Peter Aylward

FP Director - North

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

Portfolio Manager

Investment Management

Peter Cooke

Portfolio Manager

Peter's Biography

Peter has over 30 years' experience in the investment industry. He started his career on the trading floor of the London Stock Exchange and since then has been involved in portfolio management, looking after discretionary and advisory clients, including a successful spell managing a small unit trust fund. His role at Charles Stanley is to assist with the formulation of investment strategies and their implementation. He is a Chartered Wealth Manager and an associate member of the Society of Technical Analysts, and he holds degrees in Accounting and International Business Economics. Outside of the office Peter enjoys golf and kayaking.

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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 specialises in the investment of private clients' funds, charitable funds and SIPPs. He was previously a committee member and President of the Chartered Institute of Securities and Investments (CISI) South Coast. When not working, Peter who is married with 2 young children, is a keen cyclist

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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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Investment Management

Phil Epsley

Senior Investment Manager

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 the Senior Branch Director of the Exeter Office. Philip has specialised in private client financial management for the whole of his career after becoming interested in the stock market as a child. After starting his career at a small independent firm of stockbrokers in Bournemouth, Philip has now worked in the industry since 1998. He has been working in Exeter since April 2002. He manages a wide range of portfolios, working closely with other advisors to enable a strong partnership for holistic advice. Philip was born in Exeter and now lives in a village on the outskirts of the city with his wife and young family. In his spare time he enjoys playing squash and golf.

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Investment Management

Philip Norman-Butler

Senior Investment Manager

Philip's Biography

Philip joined Charles Stanley in 2006 and specialises in managing private clients, charities and trust accounts on a discretionary basis. He constructs multi-asset portfolios characterised by high quality businesses that exhibit low debt levels, strong profitability and high barriers to entry. He is Trustee for a charity, has a Chartered SII Diploma, and sits on Charles Stanley's Investment Strategy Committee. Outside of work Philip enjoys spending time with his family and playing tennis and golf.

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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

Senior Investment Manager

Phill's Biography

Phill has been at Charles Stanley for over 25 years, originally in London but now located at Leigh on Sea. Having worked his way up from the Contracts Department Phill has taken the relevant exams to become a Fellow of the Chartered Institute of Securities & Investments. He has been actively managing a range of clients' portfolios for over 20 years and offers a bespoke management service for private clients, trusts, personal pensions and company accounts.

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Asset management

Preksha Shah

Associate Portfolio Manager

Central Financial Services

Rachel Cameron

Administrative Support Manager

Rachel Fowler

Chartered Financial Planner

Investment Management

Rachel Homewood

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

Investment Manager

Rebecca's Biography

Rebecca's career in financial services began in 2011 working for a company that provided investment and custody solutions to Investment Managers. It was during this time that Rebecca took an interest in the stock market. Rebecca joined Charles Stanley in 2015 and has completed the Investment Operations Certificate, the Investment Advice Diploma and the Level 7 Masters in Wealth Management. In 2017 Rebecca became a Chartered member of the CISI. .

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Investment Management

Ria Shepheard

Office Manager

Ria's Biography

Ria joined Charles Stanley in early 2011 after working as an Insolvency Administrator. Ria heads up the Administration Team in the Oxford office and is currently undertaking a Diploma in Leadership and Management. She coordinates all events and seminars for the Oxford office, assisted by our Marketing department, and manages all aspects of the office including monitoring client's suitability, assisting Investment Managers with client matters, trading and Facilities management.

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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 Berry

Director Investment Management

Richard's Biography

Richard joined Charles Stanley as a senior investment manager in 2005, having been with Gerrards for 15 years. He has been in the market for some 40 years, although initially had a spell as a professional musician. He attained a post graduate Diploma in Management Studies from Aston University Business College and is a Chartered Fellow of the Securities Institute and a member of the Economics Research Council. He manages both advisory and discretionary portfolios on behalf of private clients, trusts and individual pension funds.

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Investment Management

Richard Disley

Investment Manager

Richard's Biography

Richard graduated from Oxford University in 2002 and completed his CISI Diploma in 2007. Richard is a member of the Chartered Institute of Securities and Investments (CISI) Wales Branch committee. He shares responsibility for organising local events for its members to discuss the latest developments in the financial services industry. Richard lives in Penarth with his wife and two young daughters and has a passion for most sports including golf, which he plays in his spare time, and sits on the governing board of his local nursery school.

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Financial Planning

Richard Elliott

Financial Planner

Richard's Biography

Richard joined Charles Stanley as a Financial Planner in July 2019. He was formerly a Financial Planner for over 21 years with Church's Financial Planning Ltd , an IFA based on the outskirts of Farnham, Surrey. Richard specialises in providing lifestyle financial planning to help clients understand their 'why' and to work out what they need to consider for now and the future to achieve financial independence. Richard is married with a young daughter and son, and in order to stay active enjoys walking the 2 dogs along with the occasional attendance of the weekly kung fu class.

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Investment Management

Richard Missen

Branch Manager

Richard's Biography

Richard is a Branch Director within the Exeter office. He is an Investment Manager & looks after portfolios for private clients, trusts and pensions and works closely with their other advisors to enable a strong partnership for holistic advice. Richard is a graduate of Exeter University and has been working as an Investment Manager since 2001. Richard is a former trustee of a local charity and has developed a strong link with both local and national charity contacts and is now actively involved in looking to develop his work within the charity sector. In conjunction with two independent partners, he now regularly runs a charity workshop to provide a facility for charity contacts to discuss issues which are relevant to the sector at the current time. Richard lives in Exmouth, with his wife and two children. When the commitments of a busy family life allow, Richard enjoys most sports and visits a gym regularly.

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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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Financial Planning

Richard Venner

Director - Financial Planning Branches

Richard's Biography

Richard is a Director of Charles Stanley Financial Planning with responsibility for the strategic direction and development of the business. He retains a large business practice where he advises a number of prominent HNW individuals and families. Richard was the CEO of Jobson James Financial Services and successfully merged the business into Charles Stanley in 2011. Richard has had a long and distinguished career within financial services working for leading advisery firms Alexander Clay and Partners, Norwich Union and The Prudential.

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Investment Management

Rob Clarke

Senior Investment Manager

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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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 joined Charles Stanley in September 2008 and was appointed Head of Collectives Research in October 2016. He holds the Chartered Institute for Securities & Investment (CISI) Masters in Wealth Management, the Investment Management Certificate (IMC) and has a total of 15 years' investment experience.

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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. Ross's primary function within Charles Stanley is to manage our administration team, providing support to all staff and assisting with the smooth operation of the office. He will review portfolios on behalf of our investment management team and is part of the Cambridge branch investment committee. Ross holds a Bachelor of Commerce majoring in Finance and an Investment Advice Diploma, continuing his studies in Wealth Management. He is an Associate of the Chartered Institute for Securities & Investments and our First Aid Officer.

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Investment Management

Sally Luckhurst

Office Assistant

Sally's Biography

Sally joined the Oxford team in February 2019 as a Part Time Branch Administrator. Sally has many years' experience in the administration world ranging from PA to events management. When not at work Sally enjoys country walks with her 2 children and their rescue dog Pasha.

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Financial Planning

Sam Cowan

Chartered Financial Planner

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
[email protected]

Investment Management

Samantha Reilly

Investment Managers Administrator

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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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 is an active Community First Responder attending 999 Ambulance calls where there is a life threatening situation, such as a patient losing consciousness or suffering a heart attack or breathing difficulties. As volunteers based in their local communities, the aim of a CFR is to provide early basic life support ahead of the arrival of an ambulance.

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Investment Management

Sarah Downer

Senior Administrator

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

Sarah Gisoldo

Paraplanner

Investment Management

Sarah James

Administrator

Sarah's Biography

Sarah has been in the industry for over 35 years and has worked for several Cardiff stockbroking firms including Gerrard Investment Management and Barclays Wealth. She has developed a wealth of knowledge and understanding of the administration side of the business and also provides a probate service for solicitors. Sarah joined the Cardiff office of Charles Stanley on 1st September 2014.

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Investment Management

Sarah Penny

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 Rose

Investment Managers Assistant

Research

Scott Gardner

Strategy Analyst

Scott's Biography

Scott joined Charles Stanley in January 2019 as the research team's strategist. Scott works with Jon Cunliffe on asset allocation design, in particular the Motorway and Autobahn model portfolios. He is responsible for producing cyclical & thematic macroeconomic and market research. Prior to Charles Stanley, Scott was a fixed interest fund manager in his native New Zealand. Scott is a CFA Charterholder.

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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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Asset management

Sean O'Flanagan

Senior Investment Manager

Sales

Sean Osborne

Group Head of Sales

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.

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Asset management

Shaun Walwyn

Investment Managers Assistant

Financial Planning

Shelby Bonham-Lloyd

Head of Paraplanning - South

Shelby's Biography

Shelby Joined Charles Stanley in October 2017 as Head of Paraplanning for London and 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

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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Executive committee

Shelley Leaney

Director of Private Clients

Shelley's Biography

Shelley Leaney was appointed to the Executive Committee in September 2018. Shelley is an Investment Manager with over 22 years experience, including 20 years continuous service at Charles Stanley. She was appointed Director of Private Clients in 2013. Shelley manages investments for a wide range of clients, institutions, trusts and charities both nationally and internationally.

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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 20 years. 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/Senior Investment Manager

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

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/ Senior Investment Manager

Simon's Biography

Simon is the Branch Manager for the Oxford office as well as an Investment manager looking after private clients, Trusts and Charities. He graduated with an honours degree in Rural Estate Management from the Royal Agricultural College Cirencester in 1995. After graduating he worked for an asset financing company until he joined Capel Cure Sharp at the height of the tech boom, this company was then merged into Gerrards which later was blended into Barclays Wealth. In 2005 Simon joined the Charles Stanley Oxford team and he was promoted to Branch Manager four years later.

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Investment Management

Sophie Crudgington

Investment Managers Assistant

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.

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Financial Planning

Sophie Weight

Financial Planning Administrator

Investment Management

Steph Morgan

Investment Managers Assistant

Steph's Biography

Steph joined Charles Stanley in December 2015 and built on her admin experience to gain a deeper understanding of the investment industry. Steph is an experienced team member delivering a high level of service for clients managed by Chris, Charlotte and Paul and is an Information Provider, allowing her to provide all information on portfolios outside of advice. She holds two of the three papers required for the CISI Investment Operations Certificate. She is also an Assistant Branch Director of the Exeter office. Steph spends most of her spare time as Chairman of her local amateur dramatics society.

Contact Steph

0139 245 3600
Exeter office

Investment Management

Stephen Blackford

Investment Manager

Stephen's Biography

Stephen joined Charles Stanley in 1998 having previously been a stockbroker and pension manager in Manchester. In his spare time, Stephen enjoys running with City of Plymouth AC, mountaineering and coast scrambling.

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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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Central Financial Services

Stephen Luwero

Client Relationship & Business Development Manager

Stephen's Biography

Stephen joined Charles Stanley in February 2014, is an Associate Member of the CISI and studying for chartered status. Stephen manages client relationships for Foundation Investment and CSIC clients. As part of his business development responsibilities he is charge of production of the quarterly investment magazine. Previously he was an Investment Consultant for XPS Pension Group and spent 12 years in a risk management in several firms including UBS, JPMorgan and Citigroup. He also spent 3 years at Merrill Lynch in Derivatives Sales. Stephen is a keen footballer and enjoys taking part in 5-a-side games on a weekly basis.

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Sales

Steve Hill

Head of Intermediary Sales

Steve's Biography

Steve joined Charles Stanley in 2012 and has headed up the Intermediary Sales Team since 2016. His experience of working with IFA's dates back to 1988 and prior to joining Charles Stanley, he worked in the Intermediary Divisions of Clerical Medical and Scottish Widows in both business development and sales management roles. Steve is married with one son and enjoys skiing and watching Wolves where he is a season ticket holder.

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Sales

Stewart Littlejohn

Intermediary Sales Manager

Stewart's Biography

Stewart joined the Charles Stanley Intermediary Sales team in March 2019. Prior to joining CS Stewart spent 22 years at Aviva where he was Business Development Manager working exclusively in Intermediary Sales covering East Scotland. Stewart's role within Charles Stanley is to develop and support Independent Financial Adviser relationships across Scotland and Northern Ireland. Outside of work Stewart is married with three children and enjoys nothing more than watching his boys play football and going to live music events with his daughter

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Financial Planning

Stuart Walton

Financial Planner

Stuart's Biography

Stuart completed his education at the University of Central England with a BA (Hons) in Business & Economics. Prior to joining the group in 2017, he started his career with EFG Independent Financial Advisers and has worked in Financial Planning since leaving University in 2007. He now specialises in providing holistic financial advice on General Investment and Retirement Planning, Inheritance Tax Planning and Family Protection advice to Private Clients. In his spare time, he enjoys getting out on the golf course and watching rugby.

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Investment Management

Susan Kearns

Administrator

Investment Management

Tiffany Green

Investment Managers Assistant

Tiffany's Biography

Over a year supporting the Investment Team, previously working in the Finance sector for over 8 years at Capita Registrars and Brooks Macdonald.

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Investment Management

Tim Markham

Senior Investment Manager

Tim's Biography

Tim is responsible for private clients, trusts and personal pensions. A graduate of Aston University, Tim has been an investment manager since 1990 and a fellow of the Chartered Institute of Securities and Investments since 1994. Tim was instrumental in setting up Charles Stanley's Leigh-on-Sea (formerly Southend) branch. He formed a successful partnership with James Silcock, focused on offering a bespoke investment service to private clients. Tim, James and Craig Dewhurst have now worked closely together at Charles Stanley for 20 years.

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Sales

Tim Venner

Business Development Director Financial Planning

Tim's Biography

Tim Venner serves as the Business Development Director - Charles Stanley Financial Planning, 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 companies. 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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Financial Planning

Tina Colato

Financial Planning Assistant

Tina's Biography

Tina has worked in financial services since 1997 supporting financial advisers, from secretarial and client support to technical administration. Previous jobs include legal secretary and IT support for an engineering company.

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Research

Tina Cook

Head of Equity Research

Tina's Biography

Tina Cook joined Charles Stanley in 2008, having previously worked at boutique equity research firm Hardman & Co. Tina heads the UK Equity Strategy Committee. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and achieved Chartered Wealth Manager status in 2013. In the 2011 Financial Times/StarMine Awards for Europe, she was rated the number one stock picker for the utilities sector. 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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Financial Planning

Tom De Burgh Williams

Chartered Financial Planner

Tom's Biography

Tom is a Chartered Financial Planner and has over 20 years industry experience. He specialises in providing a personalised financial planning service to private clients. He puts a high value on building strong long term client relationships, being proactive in helping meet their financial goals and aspirations whilst providing planning across all family members. When not working or spending time with his family, he is a keen golfer, cyclist and supporter of local sport.

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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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Investment Management

Tom Mylroie

Investment Managers Assistant

Tom's Biography

Tom graduated from the University of East Anglia with a degree in Politics in 2020. He is the newest member of the Oxford team having joined Charles Stanley in January 2021 as an investment managers assistant. Tom's role includes helping the investment management team on all administration & client matters, reviews, portfolio management and suitability monitoring.

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Investment Management

Tom Sanderson

Director of Private Clients

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 Administrator

Tracy's Biography

Tracy joined Charles Stanley 2019. She assists the Investment Manager's in Ian Harley's team. Tracy is a Business Studies graduate and has worked in some of Edinburgh's largest financial institutions.

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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.

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Investment Management

Tsitsi Mutiti

Investment Manager

Tsitsi's Biography

Tsitsi Mutiti is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). She manages bespoke Discretionary portfolios for private clients, charities and trusts. She also covers consumer discretionary, industrial, basic materials and energy companies as well as UK and Japanese funds. Tsitsi is a founding member of the Innovation Through Inclusion Group which supports Charles Stanley's diversity agenda; and a member of the editorial panel for the CISI's magazine, The Review. Tsitsi is the proud recipient of the 2018 Women In Finance and 2019 Citywealth Powerwomen Rising Star of the Year awards.

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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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Investment Management

Vikkii Antill

Office Manager

Financial Planning

Virginia Pilipaviciute

Senior Paraplanner

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

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 and has been with Charles Stanley for over 20 years. Will joined Charles Stanley in 1999 having previously worked as a Lloyd's insurance analyst, before becoming a Director of two Lloyd's agencies, H.G. Jago Ltd and CBS Ltd. Will looks after a wide range of private clients including a number of landed estates and their families, encompassing ISAs and SIPPs as well as a number of trusts and charities. Will is a Chartered Fellow of the Chartered Institute of Securities and Investment.

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Investment Management

Will Walker-Arnott

Senior Investment Manager

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 manages and advises on investment portfolios for a wide range of private clients, trusts and charities. His role includes selecting investments and reviewing portfolios, as well as liaising with clients to ensure their portfolio is right for their needs and circumstances. He joined Charles Stanley in 2006 and has been working with William Shaw since 2007. Along with Simon Jones they form an experienced team, with particular expertise in UK direct equities and investment trusts. Will is a Chartered Fellow of the CISI.

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Investment Management

William Nicholls

Trainee Investment Advisor

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

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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