Your local Guildford Wealth Managers

Aamna's Biography

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

Contact Aamna

• 020 7149 6119
• [email protected]
• London office

Abbas's Biography

Abbas Owainati joined Charles Stanley as Head of Asset Allocation, bringing with him a wealth of experience in the financial industry. Abbas’ background includes a successful tenure as a macro strategist for the BT Pension Scheme Management (Brightwell), where he played a pivotal role in shaping investment strategies for the £47 billion scheme. Prior to this Abbas worked at Old Mutual Global Investors (now known as Quilter Investors) as a macro strategist. In this role, he led macroeconomic research and worked with fund managers in formulating the asset allocation strategy.

Contact Abbas

• 0207 149 6933
• [email protected]
• London office

Abi's Biography

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

Contact Abi

• 02071496159
• [email protected]
• LinkedIn Profile
• London office

Adam's Biography

Adam Carruthers 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 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 Master’s degree in Economics from Heriot Watt University, Edinburgh, and holds the Chartered Wealth Manager designation from the Chartered Institute of Securities and Investment.

Contact Adam

• [email protected]
• LinkedIn Profile
• London office

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.

Contact Adam

• 0113 200 5247
• [email protected]
• LinkedIn Profile
• Leeds office

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.

Contact Adam

• 0131 550 1239
• [email protected]
• Edinburgh office

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.

Contact Adam

• 01323 413630
• [email protected]
• Eastbourne office

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 member of the Norwich Business Women’s Network.

Contact Aimee

• 01603 671500
• [email protected]
• LinkedIn Profile
• Norwich office

Contact Alex

• 0207 149 6664
• [email protected]
• London office

Contact Alex

• 0207 149 6649
• [email protected]
• London office

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.

Contact Alex

• 0122 331 0075
• [email protected]
• Cambridge office

Alex's Biography

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

Contact Alex

• 0207 149 6859
• [email protected]
• LinkedIn Profile
• London office

Ali's Biography

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

Contact Ali

• 0139 245 3600
• Exeter office

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.

Contact Alistair

• 0207 149 6166
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Alistair

• 01202 882820
• [email protected]
• LinkedIn Profile
• Southampton office

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.

Contact Alistair

• 0207 149 6262
• [email protected]
• LinkedIn Profile
• Tunbridge Wells office

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.

Contact Allan

• 0207 149 6177
• [email protected]
• London office

Allie's Biography

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

Contact Allie

• 0207 149 6968
• [email protected]
• London office

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.

Contact Allison

• 0147 329 7702
• [email protected]
• Ipswich office

Contact Alwyn

• 0161 828 0265
• [email protected]
• Manchester office

Amish's Biography

Amish has over 17 years industry experience as a senior equity analyst and global equity investor. He joined Charles Stanley from Quintet Private Bank, where he was senior equity analyst and US strategy lead. Prior to this, Amish was a senior equity analyst at Brown Shipley and held analyst and portfolio manager roles at Talisman Global Asset Management, Quilter Cheviot and Janus Henderson. Amish holds an undergraduate degree in Financial Economics from Kingston University and a Master’s degree in Investment Management from Bayes Business School. He is also a CFA charterholder. His knowledge and expertise in equities make him the ideal candidate to lead Charles Stanley's equities department into the future.

Contact Amish

• 0207 149 6197
• [email protected]
• London office

Andrew's Biography

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

Contact Andrew

• 0116 366 6200
• Leicester office

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!

Contact Andrew

• 01483 23 0826
• [email protected]
• LinkedIn Profile
• Guildford office

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.

Contact Andrew

• 01483 230812
• [email protected]
• LinkedIn Profile
• Guildford office

Contact Andrew

• 0139 245 3600
• Exeter office

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.

Contact Andrew

• [email protected]
• LinkedIn Profile
• London office

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.

Contact Andy

• 0121 452 2916
• [email protected]
• Birmingham office

Angela's Biography

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

Contact Angela

• 01483 230811
• [email protected]
• Guildford office

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.

Contact Angela

• 0207 149 6663
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Anna

• 01223 310086
• [email protected]
• LinkedIn Profile
• Cambridge office

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 and sits on the Institute's Birmingham & West Midlands Committee.

Contact Arran

• 0121 452 2979
• [email protected]
• LinkedIn Profile
• Birmingham office

Arvin's Biography

Arvin joined the Intermediary Sales team in January 2024. After studying Politics and Economics at Oxford Brookes and working as a junior analyst at a hedge fund for a year, Arvin moved back to his hometown of Sheffield and has held several business development positions in the North focused on developing financial adviser business. More latterly being the Business Development Manager aligned to the North at M&G Wealth. Arvin enjoys keeping fit, playing basketball and spending time with his 3-year-old daughter.

Contact Arvin

• 0161 828 0213
• [email protected]
• LinkedIn Profile
• Leeds office

Contact Barnaby

• 020 7149 6187
• [email protected]
• London office

Contact Becca

• 01482 889838
• [email protected]
• Beverley office

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.

Contact Beckie

• 01865 320013
• [email protected]
• LinkedIn Profile
• Oxford office

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.

Contact Ben

• 020 7149 6693
• [email protected]
• LinkedIn Profile
• London office

Ben's Biography

Ben joined Charles Stanley in 2016 as an investment writer, before moving into a collectives analyst role later that year. Ben is responsible for the selection of best-in-class managers across all asset classes for inclusion on Charles Stanley’s collectives Preferred List. Coverage includes the investment trust sector. Ben is a CFA® charterholder. He graduated from the University of Southampton in 2013 and has previously worked at Invesco and Succession Group.

Contact Ben

• 0207 149 6626
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Ben

• 0207 149 6292
• [email protected]
• London office

Benedict's Biography

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

Contact Benedict

• 0207 149 6431
• [email protected]
• London office

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!

Contact Bethan

• 01225 878995
• [email protected]
• Bath office

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.

Contact Bob

• 020 7340 9291
• [email protected]
• London office

Contact Cam

• 0139 245 3600
• Exeter office

Caroline's Biography

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

Contact Caroline

• 01483 230814
• [email protected]
• Guildford office

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.

Contact Charles

• 0207 149 6176
• [email protected]
• London office

Contact Charles

• 02071496297
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Charles

• 01473 297704
• [email protected]
• Ipswich office

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.

Contact Charles

• 01483 230817
• [email protected]
• LinkedIn Profile
• Guildford office

Charlie's Biography

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

Contact Charlie

• 01483 230819
• [email protected]
• Guildford office

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.

Contact Charlotte

• 0139 245 3600
• LinkedIn Profile
• Exeter office

Charlotte's Biography

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

Contact Charlotte

• 01892 557100
• [email protected]
• Tunbridge Wells office

Charlotte's Biography

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

Contact Charlotte

• 0207 149 6684
• [email protected]
• London office

Charlotte's Biography

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

Contact Charlotte

• 0207 149 6638
• [email protected]
• London office

Chetan's Biography

Chet joined Charles Stanley Intermediary Sales team in December 2017 covering the London region. His focus and responsibilities are to develop and build strong relationships with his financial adviser firms and to deliver great service to his IFA’s and their underlying clients. Prior to Charles Stanley Chet worked as a BDM for several life companies including Scottish Widows, Clerical Medical & Aviva and a brief spell as a financial adviser for a firm in Surrey.

Contact Chetan

• 02071496355
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Chris

• 0207 149 6736
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Chris

• 01225 878982
• [email protected]
• Bath office

Chris's Biography

Christopher joined Charles Stanley in 2002, when Torrie & Co became a part of Charles Stanley. Christopher joined Stockbroker Torrie & Co in 1987 becoming a partner in 1996.He has been the joint Branch Manager of the Edinburgh office along with his colleague Ian Harley. Christopher has a BA in Accountancy and is a Chartered Member of the Securities Institute. Christopher has a strong farming background and always had a keen interest in the stock market, spending a great deal of time meeting fund managers and companies.

Contact Chris

• 0131 550 1240
• [email protected]
• LinkedIn Profile
• Edinburgh office

Contact Chris

• 0116 366 6200
• Leicester office

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.

Contact Chris

• 0207 149 6216
• [email protected]
• London office

Chris's Biography

Chris joined Charles Stanley in 2022, where he previously worked for Walker Crips plc for 4 years as an Assistant investment manager. He began his career in the city in 2013 working for a derivatives brokerage, and then went on to work for ABN Amro Investment Bank in the Netherlands, Chris studied a Finance and Investment degree at the University of Brighton, which provided him with a good foundation to pursue a career in Private wealth management.

Contact Chris

• 0207 149 6242
• [email protected]
• Tunbridge Wells office

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!

Contact Christopher

• 6439
• [email protected]
• London office

Claire's Biography

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

Contact Claire

• 01483 230828
• [email protected]
• Guildford office

Cliadhna's Biography

Dan works as a business development executive in the professional sales division and is based out of London. Dan joined Charles Stanley in August 2023 prior to which he served in the British Army in the infantry.

Contact Cliadhna

• 0207 149 6893
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Clive

• 0207 149 6540
• [email protected]
• LinkedIn Profile
• London office

Contact Coco

• 0207 149 6497
• [email protected]
• London office

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.

Contact Conrad

• 0207 149 6161
• [email protected]
• London office

Craig's Biography

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

Contact Craig

• 01702 221707
• [email protected]
• LinkedIn Profile
• Leigh-on-Sea office

Dan's Biography

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

Contact Dan

• 0207 149 6857
• [email protected]
• LinkedIn Profile
• London office

Dan's Biography

Dan joined Charles Stanley in 2020 as the Head of Asset Management. He is responsible for the central investment process and chairs the Investment Strategy Forum. He also chairs the Responsible Investment Committee at Charles Stanley. Previously Dan lead the Fixed Income business globally at Aviva investors and prior to that he was the CIO Absolute Return and Global Aggregate at BNP Asset Management and CIO Fixed Income at ABN AMRO.

Contact Dan

• 0207 149 6621
• [email protected]
• London office

Daniel's Biography

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

Contact Daniel

• 01892 557111
• LinkedIn Profile
• Tunbridge Wells office

Darren's Biography

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

Contact Darren

• 0207 149 6024
• [email protected]
• LinkedIn Profile
• London office

Contact Dave

• 0121 452 2902
• [email protected]
• Birmingham office

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.

Contact David

• 01603 671500
• [email protected]
• LinkedIn Profile
• Norwich office

David's Biography

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

Contact David

• 0131 550 1207
• [email protected]
• Edinburgh office

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!

Contact David

• 01865 953514
• [email protected]
• LinkedIn Profile
• Oxford office

Sir David's Biography

Sir David Howard joined Charles Stanley in 1967 and became Managing Partner in 1971, Managing Director in 1988 and Chair in 1997. He is Chair of the Charles Stanley Group Limited Board of Directors and also Chair of its Nomination Committee. Sir David served as Lord Mayor of London from 2000 to 2001 and for many years as a Director of the Chartered Institute for Securities and Investment (CISI). Sir David has also served as a Director of the Financial Services Skills Council, Chair of the Council of City University, President of the Chartered Management Institute, Chair of the CISI Examinations Board and as a Director of the Personal Investment Management and Financial Advice Association. He was also an alternate member of the Takeover Panel and serves on the CREST Settlements Appeals Panel.

Contact Sir David

• London office

David's Biography

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

Contact David

• 01482 889827
• [email protected]
• Beverley office

Contact David

• 0161 828 0293
• [email protected]
• Manchester office

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.

Contact David

• 0131 550 1237
• [email protected]
• Edinburgh office

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.

Contact Dawn

• 0207 149 6235
• [email protected]
• London office

Declan's Biography

Declan started working at Charles Stanley in May 2022, shortly after leaving Citizens Advice, where he worked as a Trainee debt advisor for just over a year. Prior to working at Citizens advice, Declan studied Economics, Finance and Banking at the University of Portsmouth, where he graduated with a first-class honours. He currently provides support to senior investment managers with regards to portfolio and client management.

Contact Declan

• 0207 149 6730
• [email protected]
• Tunbridge Wells office

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.

Contact Della

• 01323 437443
• [email protected]
• Eastbourne office

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

Contact Ed

• 0207 149 6318
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Ed

• 0116 366 6200
• LinkedIn Profile
• Leicester office

Contact Ed

• 0207 149 6376
• [email protected]
• London office

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.

Contact Ed

• 0207 149 6276
• [email protected]
• London office

Edward's Biography

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

Contact Edward

• 01225 878994
• [email protected]
• Bath office

Elliot's Biography

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

Contact Elliot

• 0207 149 6164
• [email protected]
• London office

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

Contact Emily

• 0122 331 0084
• [email protected]
• LinkedIn Profile
• Cambridge office

Emily's Biography

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

Contact Emily

• 0207 149 6721
• [email protected]
• Tunbridge Wells office

Emma's Biography

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

Contact Emma

• 020 7149 6486
• [email protected]
• LinkedIn Profile
• London office

Emma's Biography

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

Contact Emma

• 01702 221713
• [email protected]
• Leigh-on-Sea office

Contact Emma

• 0139 245 3600
• Exeter office

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.

Contact Ewan

• 0207 149 6676
• [email protected]
• London office

Felix's Biography

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

Contact Felix

• 01202 317 788
• [email protected]
• LinkedIn Profile
• Bournemouth office

Contact Fiona

• 01163 666 200
• Leicester office

Contact Frances

• 0161 828 0215
• [email protected]
• Manchester office

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.

Contact Gail

• 02921 67 0334
• gail.de'[email protected]
• LinkedIn Profile
• Cardiff office

Contact Gail

• 0139 245 3600
• Exeter office

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.

Contact Gareth

• 0207 149 6148
• [email protected]
• London office

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)

Contact Gareth

• 01202 317 788
• [email protected]
• Bournemouth office

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.

Contact Garry

• 0207 149 6713
• [email protected]
• LinkedIn Profile
• London office

Gary's Biography

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

Contact Gary

• 02921 67 0332
• [email protected]
• LinkedIn Profile
• Cardiff office

Gary's Biography

Gary is an experienced Chartered Financial Planner who has been advising private clients and their families for over 20 years. Most recently he was a member of the Senior Management team at a financial planning business within a regional accountancy practice where he had practiced for almost 15 years. Gary specialises in building financial plans for families, utilising a method known as cash flow forecasting. This allows his clients to understand what their asset base can achieve for them in terms of their personal aspirations and for their wider family. Whilst developing plans for his clients he pays close attention to arranging assets in a tax efficient and flexible manner, ensuring major planning areas such as income in retirement, inheritance tax mitigation and long term care funding can be implemented at the appropriate stage in his clients’ lifetimes. Gary also works closely with other professionals, particularly accountants and solicitors, where this can complement the overall service to his clients.

Contact Gary

• 0121 452 2923
• [email protected]
• Exeter office

Gary's Biography

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

Contact Gary

• 0161 828 0228
• [email protected]
• Manchester office

Contact Gavin

• 02071496541
• [email protected]
• Manchester office

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!

Contact George

• 01865 953805
• [email protected]
• Oxford office

George's Biography

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

Contact George

• 01483 230820
• [email protected]
• LinkedIn Profile
• Guildford office

George's Biography

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

Contact George

• 020 7149 6669
• [email protected]
• London office

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.

Contact George

• 020 7149 6329
• [email protected]
• LinkedIn Profile
• London office

Gerard's Biography

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

Contact Gerard

• 0207 149 6668
• [email protected]
• LinkedIn Profile
• Tunbridge Wells office

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.

Contact Giles

• 01865 953802
• [email protected]
• Oxford office

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.

Contact Glen

• 01473 297705
• [email protected]
• Ipswich office

Contact Glen

• 0207 149 6949
• [email protected]
• Beverley office

Glenn's Biography

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

Contact Glenn

• 0207 149 6379
• [email protected]
• LinkedIn Profile
• London office

Gordon's Biography

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

Contact Gordon

• 0132 343 7442
• [email protected]
• Eastbourne office

Graham's Biography

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

Contact Graham

• 0207 149 6696
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Grant

• 0131 550 1205
• [email protected]
• LinkedIn Profile
• Edinburgh office

Gregory's Biography

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

Contact Gregory

• 0121 452 2940
• [email protected]
• LinkedIn Profile
• Birmingham office

Hannah's Biography

Hannah joined Charles Stanley in June 2022 as a Business Development Assistant. Prior to this, she worked within the hospitality sector as a sales area manager, identifying new opportunities and establishing valuable Professional connections. Hannah assists with all events and seminars for the Oxford office, supported by our marketing department. Working closely with the Oxford team and other Charles Stanley departments, Hannah is able to promote and execute strategic plans to assist with the Branch development.

Contact Hannah

• 01865 953010
• [email protected]
• LinkedIn Profile
• Oxford office

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.

Contact Hannah

• 0139 245 3600
• LinkedIn Profile
• Exeter office

Hannah's Biography

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

Contact Hannah

• 0207 149 6566
• [email protected]
• London office

Harry's Biography

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

Contact Harry

• 0121 452 2967
• [email protected]
• Manchester office

Contact Heather

• 01482 89830
• [email protected]
• Beverley office

Hedley's Biography

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

Contact Hedley

• 0207 149 6471
• [email protected]
• London office

Helen's Biography

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

Contact Helen

• 01202 317 788
• [email protected]
• Bournemouth office

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]

Henry's Biography

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

Contact Henry

• 02071 496291
• [email protected]
• LinkedIn Profile
• London office

Contact Henry

• 0139 245 3600
• Exeter office

Howard's Biography

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

Contact Howard

• 0207 149 6212
• [email protected]
• London office

Hugh's Biography

Hugh Grootenhuis joined Charles Stanley as a Non-Executive Director in September 2017 and is Chair of the Charles Stanley & Co Limited Board of Directors and its Nomination Committee. In addition to this, Hugh is Chair of the Audit Committee of Charles Stanley & Co Limited as well as being a member of its Risk, Remuneration and Nomination Committees. Hugh is a Trustee of the Perivoli Foundation and Jo’s Cervical Cancer Trust and a Director of S.W. Mitchell Capital Public Limited Company and Bridge Fund Management Limited, both of which are registered in Ireland. He was formerly Chief Executive of Waverton Investment Management Limited (previously J O Hambro Investment Management).

Contact Hugh

• London office

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

• 0207 149 6287
• [email protected]
• Tunbridge Wells office

Ian's Biography

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

Contact Ian

• 01305 217401
• [email protected]
• Bournemouth office

Ian's Biography

Ian has been joint Branch Manager of the Edinburgh office of Charles Stanley together with his colleague Christopher Clayhills-Henderson since 2002, and manages portfolios predominantly for private clients, Trusts, Charities and pensions. He is a Chartered Fellow of the CISI and has been an investment manager for over 30 years. Ian graduated with a BSc (Hons) in agriculture in 1982.

Contact Ian

• 0131 550 1236
• [email protected]
• Edinburgh office

Ian's Biography

Ian joined Charles Stanley in June 2020. 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.

Contact Ian

• [email protected]
• LinkedIn Profile
• Manchester office

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

• 0161 8280290
• [email protected]
• LinkedIn Profile
• Manchester office

Isabel's Biography

Isabel joined Charles Stanley in 2020, starting out as a research assistant before becoming an equity analyst in 2022. She holds a degree in Biology from the University of Sheffield, has completed the Investment Management Certificate and passed level one of the CFA Program.

Contact Isabel

• 02071496974
• [email protected]
• London office

Ismail's Biography

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

Contact Ismail

• 02071496749
• [email protected]
• London office

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

• 0207 149 6423
• [email protected]
• London office

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

• 0207 149 6661
• [email protected]
• Tunbridge Wells office

James's Biography

James joined Charles Stanley in September 2018, starting out as an analyst 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 has passed level two of the CFA Program. James sits within the Equity team as an associate analyst.

Contact James

• 02071496891
• [email protected]
• LinkedIn Profile
• London office

James's Biography

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

Contact James

• 0207 149 6180
• [email protected]
• LinkedIn Profile
• London office

Contact James

• 01392 453605
• [email protected]
• Exeter office

James's Biography

James Is an Investment Manager working out of our Exeter office. He is a member of the Chartered Institute of Securities and Investment and holds the level 7 Wealth Manager qualification in addition to a Masters in Banking and Finance and a level 3 in wines. He has also completed the level 1 Chartered Financial Analyst exam and has an insatiable interest in all things finance.

Contact James

• 0139 245 3600
• LinkedIn Profile
• Exeter office

James's Biography

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

Contact James

• 01225 878981
• [email protected]
• Bath office

James's Biography

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

Contact James

• 0207 149 6205
• [email protected]
• LinkedIn Profile
• London office

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.

Contact James

• 01323 413631
• [email protected]
• Eastbourne office

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.

Contact James

• 01223 310079
• [email protected]
• Cambridge office

Jamie's Biography

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

Contact Jamie

• 020 7149 6988
• [email protected]
• London office

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.

Contact Jane

• 020 7149 6124
• [email protected]
• London office

Janet's Biography

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

Contact Janet

• 01323 437446
• [email protected]
• LinkedIn Profile
• Eastbourne office

Jasmin's Biography

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

Contact Jasmin

• 0121 452 2912
• [email protected]
• LinkedIn Profile
• Birmingham office

Jason's Biography

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

Contact Jason

• 01202 317 788
• [email protected]
• Bournemouth office

Jenni's Biography

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

Contact Jenni

• 0113 200 5238
• [email protected]
• Leeds office

Jennifer's Biography

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

Contact Jennifer

• 0131 550 1216
• [email protected]
• Edinburgh office

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.

Contact Jeremy

• 01305 217415
• [email protected]
• LinkedIn Profile
• Bournemouth office

Jeremy's Biography

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

Contact Jeremy

• 0207 149 6641
• [email protected]
• LinkedIn Profile
• London office

Jim's Biography

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

Contact Jim

• 0207 149 6238
• [email protected]
• London office

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.

Contact Jo

• 0207 149 6239
• [email protected]
• London office

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.

Contact Jo

• 01603 671500
• [email protected]
• LinkedIn Profile
• Norwich office

Joe's Biography

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

Contact Joe

• 0207 149 6133
• [email protected]
• LinkedIn Profile
• London office

John's Biography

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

Contact John

• 0161 828 0204
• [email protected]
• Manchester office

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.

Contact John

• 01483 230829
• [email protected]
• LinkedIn Profile
• Guildford office

John's Biography

John has joined us with over 27 years financial planning experience, both initially within the bank sector and the Independent advice sector. He holds the CII Advanced Diploma in Financial Planning and is a pension specialist. John provides a holistic service to private clients, achieve 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 specializes in retirement planning, helping pass wealth through families, tax mitigation and investment planning. John spends his spare time, walking in the peak district, playing golf and spending quality time with his wife and three daughters.

Contact John

• 0113 200 5245
• [email protected]
• Leeds office

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.

Contact John

• [email protected]
• LinkedIn Profile
• London office

John's Biography

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

Contact John

• 0131 550 1215
• [email protected]
• Edinburgh office

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.

Contact John

• London office

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.

Contact John

• 01752 675684
• [email protected]
• LinkedIn Profile
• Plymouth office

Jon's Biography

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

Contact Jon

• 01892 557100
• [email protected]
• LinkedIn Profile
• Tunbridge Wells office

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.

Contact Jonathan

• 0113 200 5240
• [email protected]
• LinkedIn Profile
• Leeds office

Jonathan's Biography

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

Contact Jonathan

• 0207 149 6304
• [email protected]
• LinkedIn Profile
• London office

Josh's Biography

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

Contact Josh

• 01603 671500
• [email protected]
• Norwich office

Contact Kara

• 01482 889834
• [email protected]
• Beverley office

Contact Karen

• 01482 889824
• [email protected]
• Beverley office

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

• 0207 149 6077
• [email protected]
• London office

Kathie's Biography

Kathie joined Charles Stanley as a Senior Investment Manager in August 2023, having worked in the private client investment industry for over 25 years. Kathie originally joined Principal Investment Management, as a graduate in Mathematics, until this was subsequently bought by Sanlam Private Wealth in 2012. Kathie is based in our Tunbridge Wells office, managing investments of private clients, SIPPs, charitable funds and trusts, whilst also working closely with their advisers and intermediaries. Kathie is an Associate of the Chartered Securities Institute.

Contact Kathie

• 01892 55 7112
• [email protected]
• Tunbridge Wells office

Katie's Biography

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

Contact Katie

• 01892 557100
• [email protected]
• LinkedIn Profile
• Tunbridge Wells office

Katie's Biography

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

Contact Katie

• 020 7149 6801
• [email protected]
• LinkedIn Profile
• London office

Katrina's Biography

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

Contact Katrina

• 0207 149 6531
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Keith

• 07415 427232
• [email protected]
• LinkedIn Profile

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

• 0122 331 0085
• [email protected]
• Cambridge office

Contact Kirsten

• 0207 149 6214
• [email protected]
• Tunbridge Wells office

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

• 01202 317788
• [email protected]
• Bournemouth office

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

Contact Lawrence

• 0121 234 6713
• [email protected]
• LinkedIn Profile
• Birmingham office

Leah's Biography

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

Contact Leah

• 01865 953 515
• [email protected]
• Oxford office

Leanne's Biography

Leanne joined Charles Stanley in February 2024, as an Investment Managers Assistant, providing Tom Planterose and Kathie Langfield administrative support. Prior to joining Charles Stanley, Leanne worked as a Senior Accounts Assistant for a London law firm and she holds a Level 2 qualification in Accountancy.

Contact Leanne

• 01892 557120
• [email protected]
• Tunbridge Wells office

Lee's Biography

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

Contact Lee

• 0161 828 0231
• [email protected]
• LinkedIn Profile
• Manchester office

Contact Lee

• 0161 8280209
• [email protected]
• Manchester office

Lewis's Biography

Lewis joined Charles Stanley in March 2021 as an Associate Analyst to focus on ESG equity research and works on wider responsible investment initiatives across the business. With 10 years of industry experience, his previous include; equity analyst at ESG specialist EdenTree, fund research at Brompton asset management and private equity infrastructure at Janus Henderson. He is a graduate from the University of Kent with a Master's degree in Finance, Investment and Risk. Lewis has passed Level 1 of the CFA and holds the CFA Certificate in ESG Investing alongside the Investment Management Certificate.

Contact Lewis

• 0207 149 6683
• [email protected]
• London office

Liam's Biography

Liam joined Charles Stanley at the start of 2024 as an Investment Managers Assistant to the team in Oxford. He graduated from university with a First Class degree in Economics, Finance and International Business and is now actively pursuing the completion of the Investment Management Certificate (IMC) Level 4. When not in the office, Liam enjoys hiking, reading, and exploring new restaurants.

Contact Liam

• 01865320017
• [email protected]
• LinkedIn Profile
• Oxford office

Lily's Biography

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

Contact Lily

• 01225 878991
• [email protected]
• LinkedIn Profile
• Bath office

Contact Lindsey

• 0207 149 6971
• [email protected]
• London office

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.

Contact Lisa

• 0207 149 6858
• [email protected]
• LinkedIn Profile
• London office

Lisa's Biography

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

Contact Lisa

• 01473 297707
• [email protected]
• Ipswich office

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

• 0207 149 6155
• [email protected]
• London office

Contact Lorraine

• 01392 453600
• [email protected]
• Exeter office

Louis's Biography

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

Contact Louis

• 01483 230824
• [email protected]
• LinkedIn Profile
• Guildford office

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

• 0121 452 2909
• [email protected]
• LinkedIn Profile
• Birmingham office

Contact Lucy

• 01482 89831
• [email protected]
• Beverley office

Lucy's Biography

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

Contact Lucy

• 01483 23 0825
• [email protected]
• Guildford office

Lynn's Biography

Lynn is Head of ETF and Index Solutions focusing on exchange traded funds (ETFs) and index tracking funds and is responsible for including a range of these products across all asset classes onto the Group Preferred List of Funds. Lynn joined Charles Stanley following the acquisition of Evercore Pan Asset in 2013. She has over 30 years of experience working in the City and holds the Investment Management Certificate.

Contact Lynn

• 020 7149 6130
• [email protected]
• London office

Contact Maddie

• 0161 828 0222
• [email protected]
• Manchester office

Magdalena's Biography

Magda joined Charles Stanley Edinburgh in the summer of 2009. She has a degree in Administrative Law from the Lublin University in Poland. Magda assists with the administration of Advisory and Discretionary private client portfolios in a team which supports Christopher Clayhills-Henderson.

Contact Magdalena

• 0131 550 1260
• [email protected]
• LinkedIn Profile
• Edinburgh office

Contact Manjulla

• 0161 828 0216
• [email protected]
• Manchester office

Contact Marc

• 01202 882820
• [email protected]
• Southampton office

Marcia's Biography

Marcia Campbell joined Charles Stanley as a Non-Executive Director in October 2018. In addition to sitting on the Charles Stanley & Co Limited Board of Directors, Marcia is Chair of the Risk Committee and is also a member of the Audit, Remuneration and Nomination Committees. Marcia was formerly Group Operations Director and Chief Executive Officer of Asia Pacific at Standard Life. In the past Marcia has sat on the Board of Directors of Sainsbury’s Bank Plc and Murray International Trust Plc, amongst others. She holds Non-Executive positions at The Canada Life Group (U.K.) Limited, Canada Life Limited, Canada Life Asset Management and CNP Assurances (a company listed on the Euronext Paris Stock Exchange). She is also a member of the Independent Governance Committee at Aviva Life and Pensions UK Limited.

Contact Marcia

• London office

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

• 0121 234 6711
• [email protected]
• Birmingham office

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]

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.

Contact Mark

• 0121 452 2946
• [email protected]
• Birmingham office

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.

Contact Mark

• 01202 317 788
• [email protected]
• LinkedIn Profile
• Bournemouth office

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.

Contact Mark

• 0161 8280214
• [email protected]
• Manchester office

Mark's Biography

Mark is a Strategic Partnerships Business Manager. Mark has 10 years’ experience in the wealth and asset management industries; working with a wide range of teams and departments to deliver the commercial goals of the various stakeholders. Prior to Charles Stanley, Mark worked for a boutique asset management firm as an analyst, focusing on listed infrastructure and Asian equities. He has a Masters degree in Economics from Rhodes University (South Africa).

Contact Mark

• 0207 149 6399
• [email protected]
• London office

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

• 0207 149 6160
• [email protected]
• London office

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.

Contact Mark

• 01892 557115
• [email protected]
• LinkedIn Profile
• Tunbridge Wells office

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

• 01603 671500
• [email protected]
• LinkedIn Profile
• Norwich office

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

• 0131 550 1225
• [email protected]
• LinkedIn Profile
• Edinburgh office

Contact Mark

• 0121 234 2932
• [email protected]
• LinkedIn Profile
• Birmingham office

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

• 0207 149 6462
• [email protected]
• London office

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

• 0207 149 6135
• [email protected]
• London office

Martin's Biography

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

Contact Martin

• 01225 87 8992
• [email protected]
• Bath office

Mary's Biography

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

Contact Mary

• 0141 483 1505
• [email protected]
• Glasgow office

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

• 0207 149 6179
• [email protected]
• London office

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

Contact Matthew

• 0207 149 6866
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Matthew

• 0207 149 6428
• [email protected]
• LinkedIn Profile
• London office

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).

Contact Matthew

• 0207 149 6342
• [email protected]
• London office

Matthew's Biography

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

Contact Matthew

• 0131 550 1227
• [email protected]
• Edinburgh office

Matthew's Biography

Matt joined the Charles Stanley Intermediary Sales team in 2019. Prior to this, he worked at Scottish Widows for over 10 years specialising in Corporate & Individual Pensions. Matt has a Psychology Degree and is DipPFS qualified. Matt covers the South & South East region and works in conjunction with local investment managers and the asset management Team in order to develop intermediary relationships & business growth across Charles Stanley investment services.

Contact Matthew

• 07581 415504
• [email protected]
• LinkedIn Profile
• Eastbourne office

Matthew's Biography

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

Contact Matthew

• 0207 149 6290
• [email protected]
• London office

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!

Contact Matthew

• 01202 317 788
• [email protected]
• LinkedIn Profile
• Bournemouth office

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.

Contact Matthew

• 01202 317 788
• [email protected]
• Bournemouth office

Max's Biography

Max joined Charles Stanley in February 2023 after working in Retail Management for 3 years. He is currently assisting the Investment Managers in their client facing duties and day to day office roles. He is looking to gain a deeper understanding in the wider world of Investment Management and Economics, taking a vocational approach to training with Charles Stanley. Max likes to spend his spare time climbing, painting models and recording music.

Contact Max

• 01392 453606
• [email protected]
• Exeter office

Mia's Biography

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

Contact Mia

• 0207 149 6652
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Michael

• 0207 149 6412
• [email protected]
• London office

Michael's Biography

Michael joined the Charles Stanley Intermediary Sales team in May 2023. Prior to that Michael worked in business development for Old Mutual, Premier Miton Investors and most recently 7IM. His previous roles covered investments, pensions and platforms as well as building relationships and providing technical support to IFAs. His role at Charles Stanley covers the South of England working on the telephone business development team. In his spare time you can find Michael spending time with his wife and dog or cooking in the kitchen.

Contact Michael

• 0207 149 6746
• [email protected]
• LinkedIn Profile
• London office

Michael's Biography

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

Contact Michael

• 0207 149 6263
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Mike

• 0207 149 6244
• [email protected]
• Tunbridge Wells office

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.

Contact Neil

• 0207 149 6382
• [email protected]
• London office

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.

Contact Nic

• 01483 23 0823
• [email protected]
• Guildford office

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.

Contact Nicci

• 0113 200 5236
• [email protected]
• Leeds office

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.

Contact Nicholas

• 0207 149 6610
• [email protected]
• London office

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.

Contact Nick

• 01473 297701
• [email protected]
• LinkedIn Profile
• Ipswich office

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.

Contact Nick

• 01473 297709
• [email protected]
• Ipswich office

Nick's Biography

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

Contact Nick

• 0207 149 6343
• [email protected]
• LinkedIn Profile
• Bath office

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.

Contact Nick

• 0207 149 6338
• [email protected]
• London office

Contact Nick

• 0207 149 6246
• [email protected]
• London office

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.

Contact Nick

• 0207 149 6619
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Nick

• 01223 31 0073
• [email protected]
• LinkedIn Profile
• Cambridge office

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.

Contact Nicky

• 0139 245 3600
• LinkedIn Profile
• Exeter office

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.

Contact Nicola

• 0113 200 5230
• [email protected]
• LinkedIn Profile
• Leeds office

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.

Contact Nicola

• 0131 550 1241
• [email protected]
• Edinburgh office

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.

Contact Nicola

• 01483 230813
• [email protected]
• LinkedIn Profile
• Guildford office

Contact Nicola

• 0207 149 6719
• [email protected]
• London office

Nigel's Biography

Nigel is an Executive Director 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 30 years; helping private clients to achieve their individual lifetime goals and aspirations, within a tax efficient and highly regulated environment.

Contact Nigel

• 0121 452 2923
• [email protected]
• Birmingham office

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.

Contact Nigel

• 0207 149 6773
• [email protected]
• LinkedIn Profile
• London office

Oliver's Biography

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

Contact Oliver

• 0207 149 6345
• [email protected]
• London office

Paris's Biography

Paris Jordan, CFA is the Head of Responsible Investing at Charles Stanley and the co-founder of Virtuvest: the responsible investor network. Paris previously worked at Waverton Investment Management where she led the third-party fund research and model management across discretionary and advisory clients. Prior to this, she worked at Sanlam Investments managing over £2bn for retail and institutional investors, as well as developing Sanlam’s Socially Responsible model portfolio range in 2016. Paris has been awarded Best Sustainable Investment Wealth Manager at the Sustainable Investment Awards 2023, Fund Selector of the Year 2021 at the Women in Investment Awards, and received a highly commended acknowledgement as an ESG Advocate in 2022. She has a BA Hons degree in Politics, Philosophy and Economics, a Sustainable Finance Leadership Certificate from Oxford University, is a CFA charter holder and holds the CFA ESG Certificate.

Contact Paris

• 020 7149 6704
• [email protected]
• London office

Patrick's Biography

Patrick has over 30 years’ experience in investment and management roles at some of Australia’s largest asset management companies. He was CIO for the Suncorp Group, the largest general insurance group in Australia, as well as BT Financial Group, the wealth and asset management arm of Westpac, one of Australia’s ‘big four’ banks. Prior to that he held leadership roles in the areas of tactical asset allocation, collectives research and fixed interest portfolio management. He holds a Bachelor of Science majoring in pure and applied mathematics roles from the University of Western Australia and is a Graduate of the Australian Institute of Company Directors.

Contact Patrick

• 0207 149 6063
• [email protected]
• London office

Paul's Biography

Paul Abberley joined Charles Stanley as Chief Investment Officer in June 2014, became Chief Executive Officer in December 2014 and sits on the Charles Stanley & Co Limited Board of Directors. Prior to joining Charles Stanley, 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 ABM AMRO’s Fixed Income and Investment Solutions Division, as well as being Chair of its London Board and a member of the Global Executive Management Team.

Contact Paul

• LinkedIn Profile
• London office

Paul's Biography

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

Contact Paul

• 0207 149 6086
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Paul

• 0139 245 3600
• LinkedIn Profile
• Exeter office

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.

Contact Paul

• 0207 149 6635
• [email protected]
• London office

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.

Contact Paul

• 0139 245 3600
• LinkedIn Profile
• Exeter office

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.

Contact Paul

• 0207 149 6503
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Peter

• 0121 452 2978
• [email protected]
• Birmingham office

Peter's Biography

Peter joins us from a team within a prominent Private Wealth Management firm in Australia. He is a Portfolio Manager, has a Bachelor of Laws and Commerce from the University of Adelaide and is a CFA charterholder.

Contact Peter

• 0207 149 6208
• [email protected]
• London office

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.

Contact Peter

• 01202 882820
• [email protected]
• Southampton office

Peter's Biography

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

Contact Peter

• 01202 882820
• [email protected]
• LinkedIn Profile
• Southampton office

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.

Contact Peter

• 0207 149 6653
• [email protected]
• London office

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.

Contact Phil

• 01225 878990
• [email protected]
• Bath office

Philip's Biography

Philip is an Investment Manager and Director of Private Clients for 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 was previously head of the Exeter office for 8 years but predominantly now focuses on managing a wide range of portfolios, working closely with other advisors to enable a strong partnership for holistic advice. Philip has previous sat on the regional committees of the Chartered institute of Securities and Investment and Institute of Directors, whilst he is currently a Director of Exeter Racecourse. Philip was born in Exeter and now lives in a village on the outskirts of the city. In his spare time he enjoys playing squash and golf.

Contact Philip

• 0139 245 3600
• LinkedIn Profile
• Exeter office

Philip's Biography

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

Contact Philip

• 0207 149 6690
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Philip

• 0131 550 1245
• [email protected]
• Edinburgh office

Phill's Biography

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

Contact Phill

• 01702 221708
• [email protected]
• LinkedIn Profile
• Leigh-on-Sea office

Rachel's Biography

Rachel is Chartered Financial Planner, Fellow of the Personal Finance Society and Affiliate member of STEP. Rachel has worked in Financial Services for over 15 years, starting her career in Private Banking in London, before focusing on Financial Planning with accountancy firms after relocating to Devon in 2011. Rachel specialises in pensions and ‘at retirement’ planning, IHT and succession planning and maximising tax efficiency.

Contact Rachel

• 01392 453610
• [email protected]
• Exeter office

Contact Rachel

• 01482889829
• [email protected]
• Beverley office

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.

Contact Rachel

• 01752675686
• [email protected]
• LinkedIn Profile
• Plymouth office

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.

Contact Rebecca

• 0207 149 6250
• [email protected]
• London office

Rebecca's Biography

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

Contact Rebecca

• 02071496275
• [email protected]
• LinkedIn Profile
• London office

Rebekah's Biography

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

Contact Rebekah

• 02071496922
• [email protected]
• London office

Ria's Biography

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

Contact Ria

• 0207 149 6984
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Richard

• 0161 828 0233
• [email protected]
• LinkedIn Profile
• Manchester office

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.

Contact Richard

• 02921 67 0333
• [email protected]
• LinkedIn Profile
• Cardiff office

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 has a young daughter and son, and in order to stay active enjoys walking the 2 dogs.

Contact Richard

• 0186 532 0019
• [email protected]
• London office

Richard's Biography

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

Contact Richard

• 0207 149 6980
• [email protected]
• LinkedIn Profile
• London office

Richard's Biography

Richard is the Branch Manager 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.

Contact Richard

• 0139 245 3600
• LinkedIn Profile
• Exeter office

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.

Contact Richard

• 0161 828 0207
• [email protected]
• Manchester office

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.

Contact Richard

• 0121 452 2920
• [email protected]
• LinkedIn Profile
• Birmingham office

Rizwan's Biography

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

Contact Rizwan

• 0207 149 6774
• [email protected]
• LinkedIn Profile
• London office

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.

Contact Rob

• 0207 149 6969
• [email protected]
• LinkedIn Profile
• London office

Robert's Biography

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

Contact Robert

• 0161 828 0218
• [email protected]
• LinkedIn Profile
• Manchester office

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.

Contact Rory

• 0121 452 2943
• [email protected]
• LinkedIn Profile
• Birmingham office

Ross's Biography

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

Contact Ross

• 0207 149 6538
• [email protected]
• London office

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.

Contact Ross

• 01223 310076
• [email protected]
• LinkedIn Profile
• Cambridge office

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.

Contact Sally

• 01865 953511
• [email protected]
• Oxford office

Sam's Biography

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

Contact Sam

• 0131 550 1230
• [email protected]
• Edinburgh office

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]