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Charles Stanley

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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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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

Biography

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.


Sarah Awbery

Investment Managers Assistant

0120 231 7788

Biography

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

Biography

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.

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