Above page content

    Site map  Cookie policy

Charles Stanley

Our People

A B C D E F G H I J K L M N O P Q R S T V W

Darren Ager

Director of Private Clients

0207 149 6024

More about Darren

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


Matthew Aillud

Investment Managers Assistant

0207 149 6866

More about Matthew

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


Chris Ainscough

Director of Asset Management

0207 149 6736

More about Chris

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, and advises on a number of Charles Stanley’s segregated mandates and models. Chris is a CFA Charterholder, holds the Investment Management Certificate, and has a Masters degree in Mathematics from Oxford University.


Hugo Akerman

Director of Private Clients

020 7149 6287

More about Hugo

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


Katie Alcock

Paraplanner


Louise Aldridge

Paraplanner

0207 149 6109

More about Louise

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


Marie Alford

Investment Manager

0130 521 7405

More about Marie

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.


Christopher Andrews

Senior Investment Manager

0122 587 8982

More about Christopher

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.


Nick Anley

Senior Investment Manager

0147 329 7701

More about Nick

Nick joined Charles Stanley 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. Before working at Berenberg, he was Head of Private Client Investment Management at a privately owned investment advisory firm in the City of London for over eight years. Nick brings particular 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. Nick lives just outside Colchester with his wife and young family, who take up most of his free time. Any remaining free time is spent either in the garden or pursuing his loves for fly fishing - often accompanied by his spaniel and labrador.


Sara Anscombe, Chartered FCSI

Senior Investment Manager

0186 532 0014

More about Sara

Sara has a degree in Financial Economics from the University of Leicester, brings expertise in Wealth Management gained during her career with Thesis Asset Management in Guildford where she obtained the Chartered Institute for Securities & Investment’s highest qualification, the Masters in Wealth Management. She then spent two and a half years in the Abingdon office of Redmayne-Bentley before the team joined Charles Stanley in May 2014.


Vikkii Antill

Office Manager

0116 366 6210


Felix Apalisok ACSI

Trainee Investment Adviser

0120 231 7788

More about Felix

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. Whilst working towards his CISI Level 7 Chartered Wealth Manager qualification, he assists multiple investment managers in constructing bespoke portfolios and provide high level support to the wider office where necessary. He is also an Associate member of the Chartered Institute for Securities & Investment (ACSI) and holder of the Investment Advice Diploma.


Giles Arkell, Chartered FCSI

Senior Investment Manager

0186 532 0003

More about Giles

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


Keith Arnold

Intermediary Sales Manager - East Anglia

07415 427 232

More about Keith

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. Outside of work Keith is married to Michelle with two young children Mark and Katie. Keith enjoys all sports especially golf, rugby, skiing and plays hockey for Southend Hockey club.


Sean Ashfield

Investment Manager

0207 149 6695

More about Sean

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


Graham Austin

Investment Manager

020 7149 6696

More about Graham

Graham joined Charles Stanley as an Investment Manager in January 2018, having previously worked for Kleinwort Hambros as a Discretionary Fund Manager. Graham manages investments on behalf of private clients, families and trusts. He holds the Masters in Wealth Management qualification and is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI). In 2015, he was selected in the ‘Citywire Top 30 under 30’ professionals working within the UK private client investment management sector.


Glen Avis

Investment Manager

0147 329 7705

More about Glen

Glen joined the Ipswich branch of Charles Stanley in November 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 parkruns.


John Aviss

Risk & Quality of Business Officer

0189 255 7105

More about John

John has over 30 years of broad industry experience and joined Charles Stanley in 2013 having spent most of his career as a proprietary trader and working for a well-respected quant fund. John gained an early grounding in Operations and has worked in Business Development, and has consulted on Compliance and Business Change projects. John has also been a member of various LSE Committees. Managing risk is essential for anyone in business, and John has helped initiate a framework of controls to ensure the best possible outcomes for our clients and for the business in general. In his spare time John enjoys spending time with his family and pursuing many outdoor sports, but mostly he prefers to spend time on a bike, or in the mountains skiing or walking.


Sarah Awbery

Investment Managers Assistant

0120 231 7788

More about Sarah

Sarah joined Charles Stanley in 2004 as a receptionist before changing her role to work alongside Jason Winslow and Matthew Pond as an Investment Manager’s Assistant in 2014. Sarah lives with her young daughter in Bournemouth and enjoys socialising with family and friends.


Peter Aylward

Chartered Financial Planner

0121 452 2978

More about Peter

Peter started his career in Financial Services in 1997 as an Adviser Trainee with Chase de Vere moving into management and establishing their Birmingham office. In 2005 Peter joined Hargreaves Landsdown to assist in building their presence in the Midlands. He then joined Jobson James Financial Services Ltd in August 2007, which became part of the Charles Stanley Group plc in May 2011. Peter studied Economic and Social History at the University of Birmingham and continues to enjoy reading and studying history, especially local history. In more recent times, Peter has been building on his vocational qualifications and in 2014 he achieved Chartered Financial Planner status and hopes in the near future to become a Fellow of the Personal Financial Society. Peter was formerly a keen oarsman, rowing for his School and the University of Birmingham, amongst others, and now enjoys swimming, sailing and hiking in his spare time. Since 2010 he has been able to enjoy some of these pastimes with his wife, Charlotte. He has also been involved in the running of the renowned Moseley Farmer Market (featured on Radio 4's "Farming Today" programme) and is a regular and valued member of the Charles Stanley Birmingham Office quiz and football teams.


Julie Baird

Administrator

0131 550 1284

More about Julie

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


Jonathan Baker

Branch Manager

0113 200 5240

More about Jonathan

Jonathan has over 25 years of experience in financial services and specifically the management of client money. He is also a qualified Financial Adviser who can give advice to charities, individuals, trusts and pension clients. He is level 6 qualified having completed numerous financial planning qualifications and also completed the PCIAM and full IMC papers in Wealth Management. Jonathan is often quoted in the personal finance section of the Yorkshire Post in between juggling the office, Jonathan recently took up trail running with his wife Claire, They can be found running at events throughout Yorkshire including, Wharfedale, Wensleydale, North Yorks Moors and the Cleveland Way. He has three sons of which one is studying medicine at Edinburgh University and his other two sons both attend Ripon Grammar School. Jonathan is a fully qualified Community First Responder and is quoted as saying “The best time of the day is 05:30 when he and “Billie” his working cocker go for a walk by themselves”.


Andrew Baker

Senior Investment Manager

0116 366 6200

More about Andrew

Having obtained an Honours Degree in Economics from Kingston University, Andrew began his career in Nottingham in 1990 joining Charles Stanley in October 2013. Andrew specialises in the management of a diverse range of portfolios including traditional private client mandates, Self-Invested Personal Pensions, Small Self-Administered Schemes, Offshore Bonds, Charities and Trusts. Having started his career as a securities dealer, Andrew moved into investment management in 1993 in Birmingham before moving back to work in the East Midlands in 1997 and has considerable experience managing multi-asset portfolios.


George Baker, Chartered FCSI

Senior Investment Manager

0186 532 0000

More about George

George has been employed in the Financial Services Industry since graduating from university with a degree in Economics (with Business Administration) in 1999. George worked for Invesco Perpetual in Henley on Thames prior to joining Charles Stanley in 2008.


Laura Ballantyne MCSI

Chartered Investment Manager

0120 231 7788

More about Laura

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.


Scott Ballard

Trainee Paraplanner


Angela Banks

Investment Management Assistant

0148 323 0811

More about Angela

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


Kris Barclay

Branch Manager

0141 483 1501

More about Kris

‘Kris is delighted to be leading the Glasgow branch. With more than 20 years in the investment industry, he has watched it develop and change. Kris is keen to retain the attention to detail and personalised service we have always had as a firm, but evolve the investment strategy as wealth management becomes more sophisticated. He and his team have managed many different types of mandates including general investment accounts with personal tax considerations, Self Invested Personal Pensions and Charitable portfolios with specific income requirements to corporate accounts for small businesses with excess cash on the balance sheet. Kris claims it is a privilege to have managed client monies throughout tumultuous periods such as the dot.com bubble bursting causing a sustained bear market, and the banking crisis of 2008. Whilst hardly desired or much fun, it does build awareness which is pertinent since market corrections are inevitable over time. Kris has two young children and many of his sporting pastimes have been put on hold [indefinitely!] to ensure a good balance between work and family.


Paul Barratt

Director of Financial Planning

020 7149 6086

More about Paul

Paul is a Chartered Financial Planner and has been part of the Charles Stanley family for over 12 years. He is proud to have been providing holistic financial and wealth structuring advice to high net worth individuals and their families over the last 10 years. Acting as the Trusted Adviser to his clients puts him in the unique position to be able to provide holistic structure and oversight to their financial plans. This allows him to help his clients feel safe, building trust and confidence by showing them what their money can really do for them.sets.


Daniel Bass

Investment Managers Assistant

0189 255 8111

More about Daniel

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

Pages