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

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.


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.


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”.


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.


Neil Batchelor

Administration Assistant

0207 149 6382

More about Neil

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.


Richard Beech

Investment Manager

0161 828 0233

More about Richard

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.


Charlotte Benge

Investment Manager

0207 149 6684

More about Charlotte

Charlotte Benge joined Charles Stanley in 2009, Charlotte looks after private clients, charities and trusts on both a Discretionary and Advised basis. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.


Benjamin Benson

Portfolio Manager

01223 310 071

More about Benjamin

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


Richard Berry

Director - Investment Management

0207 149 6723

More about Richard

Richard joined Charles Stanley as a senior investment manager in 2005, having been with Gerrards for 15 years. He has been in the market for some 40 years, although initially had a spell as a professional musician and in later years left the City for 2 years to run a family engineering business following the death of his father. He attained a post graduate Diploma in Management Studies from Aston University Business College and is a Chartered Fellow of the Securities Institute and a member of the Economics Research Council. He manages both advisory and discretionary portfolios on behalf of private clients, trusts and individual pension funds. Apart from playing music, his main hobby is sailing off the Isle of Wight.


Carolyn Black

Investment Manager

More about Carolyn

Carolyn graduated from Loughborough University Business School with a First-Class Honours degree and is a Chartered Fellow of the Chartered Institute for Securities & Investments. She has worked in the industry for over twenty years, investing in a variety of assets for a diverse private client base, which includes trusts, charities, pensions and companies. During this time, she has developed strong relationships with IFAs, solicitors and accountants and is passionate about ensuring clients are offered a holistic and bespoke approach to their affairs. That she has brought many of these relationships with her to Charles Stanley amply demonstrates the trust and respect that clients and professionals have for her. Carolyn is a regular contributor to the business and finance pages of the Yorkshire Post and Yorkshire Life. Having retired as a trustee after nine years at Leeds Beckett University Students’ Union, Carolyn became a trustee at Leeds Community Foundation and the Chair of the Foundation’s Income Generation Committee in 2019, which provides valuable knowledge into the requirements of, and pressures on, the third sector. Outside of work, Carolyn is a keen runner and has raised money for various local and national charities by participating in sponsored running and walking events. Having recently tried open water swimming and cycling, she has concluded that she prefers activities where her feet are firmly on the ground!


Christina Black

Paraplanner

0131 550 1204

More about Christina

Christina joined Charles Stanley in January 2018 and has over 30 years’ experience in financial services having previously worked for two major advice companies. She carries out the research and analysis for the advice reports and provides technical support and guidance in all aspects of financial planning including pensions, investments, and estate planning for the planners. Christina holds the STEP Certificate for Financial Services – Trusts and Estate Planning and is also a Chartered Financial Planner and Fellow of the Personal Finance Society. Outside of the office Christina enjoys the theatre, reading and her garden.


Stephen Blackford

Investment Manager

0175 267 5688

More about Stephen

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


Morgan Bocchietti

Junior Fund Manager

020 7149 6381

More about Morgan

Morgan joined Charles Stanley in January 2017 and looks after the fund range covering direct equities and fixed income securities as well as multi asset strategies. He graduated with a bachelor’s degree in Finance from EDHEC Business School in France and a Master of Science in Investment Management from Cass Business School in London. Prior to joining Charles Stanley, Morgan worked at Credit Suisse within the discretionary multi-asset team. He has passed Level I and Level II of the CFA Program, and is currently a Level III candidate.


Shelby Bonham-Lloyd

Head of Paraplanning (South)

0207 149 6104

More about Shelby

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


John Boothman

Investment Manager

0161 828 0204


Elliot Boothright

Trainee Investment Advisor

020 7149 6164

More about Elliot

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


Caroline Boughton

Investment Adviser

0131 550 1216

More about Caroline

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


Jane Bransgrove

Director of Asset Management

020 7149 6124

More about Jane

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 looks after private clients, charities and trusts 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.


Ross Brookes

Head of Fund Research

0207 149 6538

More about Ross

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


Ian Brown

Chartered Wealth Manager

0130 521 7401

More about Ian

Ian has been the Branch Manager of the Dorchester office for 13 years. He is an Investment Manager and has looked after portfolios for private clients, trustees, pension funds and charities for almost 30 years. Ian began his career in stock broking with Richardson Chubb Love Rogers in 1987 when he returned to his home town of Dorchester after graduating from University with a Honours degree in Natural Sciences. After gaining the Securities Institute Diploma, 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 Dorchester office in 1992 for Robson Cotterell Ltd and joined Charles Stanley when Robson Cotterell was acquired by them in 2002. Under Ian’s leadership the Dorchester branch has grown with brokers Kate Spurling joining Ian in 2003 and Sam Houston and Henry Staveley-Hill (now retired) transferring from the Bournemouth office in 2005 and most recently Abby Johnston and Shelley James in 2014. Ian is supported by Jeremey Messenger who assists Ian with portfolio management and Clare Tonge who assist with client administration. Outside the office, Ian is a Chair of Governors and is involved with a number of local charities and acts as a trustee for local bodies and a number of his long standing clients. Home is a village just outside Dorchester, with his wife and three children. Ian leads his local Scout Troop. He also enjoys skiing and sailing.


Willie Brownlow

Investment Manager

0160 367 1500

More about Willie

Willie joined a small firm of London Stockbrokers in 1975 after a short service commission in the Army. He moved to Charles Stanley in 1984, initially working in the London office before moving to Norfolk to set up the Norwich office in 1985. He handed over the role of Branch Manager to Mark Hinds in 2013 and now manages investment portfolios for private individuals, trusts and charities both directly and working with their intermediaries.


Howard Burchett

Director of Private Clients

0207 149 6212

More about Howard

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


David Burton

Investment Manager

0160 367 1500

More about David

David joined the Norwich Branch of Charles Stanley in August 2016 as an Investment Assistant having recently 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.