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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

Bob Campion

Head of Fiduciary Management

020 7340 9291

Biography

More about Bob

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.


Paul Cann

Senior Branch Director/Investment Manager

0139 245 3600

Biography

More about Paul

Paul is a Branch Director of the Exeter Office and manages portfolios predominantly for private clients, trusts and pensions. He is an economist by training, holding a degree in economics from the University of Southampton from which he graduated in 1997, joining the office the following year. Paul is from a local farming family and has developed a niche in advising agricultural charities amongst other charities for which he manages investments. Paul and his family live in East Devon where he is a keen supporter of community activities. In 2012 he was appointed a governor of the local primary school where his children were pupils and sits on the Finance and Resources committee following the creation of a federation with a neighbouring school. When the commitments of a busy family life allow, Paul enjoys walking particularly on Dartmoor, the occasional game of tennis and is a keen target rifle shot, also being treasurer of the local association.


Gerald Carey

Investment Manager

020 7149 6327

Biography

More about Gerald

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


Adam Carruthers

Collectives Analyst

020 7739 8200

Biography

More about Adam

Adam Carruthers is Collectives Analyst at Charles Stanley. He is responsible for the selection of best-in-class managers across all asset classes for inclusion in Charles Stanley’s multi-asset class portfolios and in the company’s collectives Preferred List. He was previously a Fund Manager with Barclays Wealth and Investment Management, responsible for the day to day management of a suite of UCITS multi-manager vehicles across multiple domiciles. Adam graduated with a Masters degree in Economics from Heriot Watt University, Edinburgh, and holds the Chartered Wealth Manager designation from the Chartered Institute of Securities and Investment.


Lisa Carter

Administrator

0147 329 7707

Biography

More about Lisa

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.


Arthur Castle

Asset Allocation Analyst

0207 149 6532

Biography

More about Arthur

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


Kiran Chavda

Investment Manager

01223 310 085

Biography

More about Kiran

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


Edward Clark

Investment Manager

020 7149 6318

Biography

More about Edward

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


Rob Clarke

Senior Investment Manager

0207 149 6969

Biography

More about Rob

Robert has been working within private client investment management at Charles Stanley for 10 years. Robert 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. Robert also manages portfolios for the Official Solicitor and Public Trustee, a contract which he has recently successfully tendered.


Nic Clarke

Investment Manager

0148 323 0823


Christopher Clayhills-Henderson

Branch Manager

0131 550 1240

Biography

More about Christopher

Christopher joined Torrie & Co, an independent private client stock broker in 1987. He became a partner of Torrie & Co in 1996 until 2002 when Torrie & Co became part of Charles Stanley. He has been the joint Branch Manager of the Charles Stanley Edinburgh office since 2002 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. Christopher has always had a keen interest in the stock market, spending a great deal of time meeting fund managers and companies.


Pamela Clayhills-Henderson

Consultant

0131 550 1224

Biography

More about Pamela

Pamela Clayhills-Henderson joined Charles Stanley, Edinburgh in 2014 as a Consultant. Pamela is a solicitor. As a consultant Pamela’s responsibilities include assisting with compliance and undertaking various project initiatives.


Lucy Clegg

Trainee Financial Planning Administrator


Andrew Clifford

Financial Planner

0148 323 0826

Biography

More about Andrew

Andrew Clifford has over 18 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 Charles Stanley’s direct clients. He graduated from University of Wales College Cardiff in 1993 and joined the Medical Sickness Society in 1995, which subsequently was purchased by Wesleyan Assurance Society, following a short stint working on a financial trade publication. Having worked for almost 12 years for Medical Sickness, he moved to Pannells Financial Planning (formerly PKF Financial Planning), providing advice to clients of PKF (UK) LLP and latterly BDO (UK) LLP accountants and business adviser in Guildford before joining Charles Stanley in December 2013. Andrew has extensive knowledge of working with high net worth clients and SMEs, as well as a specialisation in medical and dental professionals working within the NHS Pension scheme, providing advice services to other professional partnerships of accountants and solicitors. Outside work, Andrew spends much of his time, with his wife ferrying his children to the myriad of swimming and cross country events at the weekends, as well as the endless parties. However, in the spare time available, he regularly enjoys mountain biking in Swinley Forest and less regularly now skiing. Having recently purchased his first family tent, Andrew will be looking forward to some rain free weekends.


Isaac Clifton

Administrator

0207 149 6052

Biography

More about Isaac

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


Gary Coe

Financial Planner

0758 301 3221

Biography

More about Gary

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


Louis Coke

Senior Investment Manager

0148 323 0824

Biography

More about Louis

Louis is a Senior Investment Manager at the Guildford office and manages portfolios predominantly for private clients, trusts and pension schemes. He has been with Charles Stanley since 2005, after leaving Sixth Form College with A Levels in Law, Business Studies and Communication Studies. He became a member of the Chartered Institute of Securities and Investments in 2007, and obtained personally Chartered status in 2010. He is also one of the youngest people in the country to have taken and successfully passed all units of the CISI Masters in Wealth Management. Louis has day to day involvement with our Intermediary business in addition to the private client facing element, and is keen to both keep existing client and intermediary relationships strong, and to build new relationships over time. Louis' interests outside the office mainly consist of historic/classic cars and spending time with his young family.


Tina Colato

Senior Administrator

0148 323 0827

Biography

More about Tina

Tina has worked in financial services for over 20 years supporting financial advisers from secretarial and client support to technical administration. Prior to this Tina worked as a legal secretary, as well as roles in industry which included IT support for an engineering company. Outside work Tina enjoys reading, watching TV & films. Tina also loves most animals, which explains why most of the local wildlife can be found visiting her garden, in search of an easy meal.


Jamie Colville

Investment Manager's Assistant

020 7149 6988

Biography

More about Jamie

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


Judith Cook

Investment Manager

0175 267 5685

Biography

More about Judith

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


Tina Cook

Head of UK Equity Strategy Committee

0207 149 6511

Biography

More about Tina

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


Peter Cooke

Portfolio Manager

Biography

More about Peter

Peter has around 30 years’ experience in the financial services industry, having started his career in the London Stock Exchange where he became a dealer on the trading floor. Since then he has been involved in portfolio management, looking after discretionary and advisery clients, including a successful spell managing a small unit trust fund. His main role at Charles Stanley Southampton is to assist with the formulation of investment strategies and their implementation within client portfolios. He is a Chartered Wealth Manager and an associate member of the Society of Technical Analysts, and holds degrees in Accounting and International Business Economics. Outside of the office Peter may be found on some of the local golf courses, trying to improve his game. He also enjoys kayaking and dinghy sailing around Poole harbour.


Andrew Cooper

Director of Private Clients

020 7149 6103

Biography

More about Andrew

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


Rachael Cornwell

Paraplanner


George Coster

Senior Investment Manager

0148 323 0820

Biography

More about George

George Coster has over 18 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 and Trusts. George is a keen runner. When not working he spends his time with his young sons and partner, Sally


Mary Coughlan

Investment Manager

0141 483 1505

Biography

More about Mary

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 charity and trust assets, pensions and SIPPs, and financial planning she works in conjunction with other professionals to provide a holistic outcome for her clients. Mary focuses on managing and protecting clients’ wealth over the longer term and in all market conditions. She constantly evaluates markets, sectors and themes as investing is hugely dynamic and ever-evolving, incorporating socially responsible investing, cloud computing, digitisation, clean energy and biotechnology themes into portfolios. Being passionate about enabling clients to better understand markets and investments, Mary’s presented client information seminars and lectured in finance at Strathclyde University. She is a Chartered Member of the Securities Institute and holds a PhD in Biochemistry. Mary would be delighted for you to get in touch, to help you navigate your investment needs and grow your wealth.


Sam Cowan

Financial Planner

0131 550 1230

Biography

More about Sam

Prior to joining the financial services industry, I spent my final year of study at the university of Stirling writing my dissertation on the effects and reasoning behind the (then) FSA’s retain distribution review (RDR), with a view to starting a career as a financial adviser. During my subsequent 7 year tenure within the industry I learned from each role before becoming an adviser 4 years ago. Since this time I have been responsible for delivering bespoke financial planning solutions to my clients ever evolving needs.


David Cowie

Trainee Investment Advisor

0131 550 1207

Biography

More about David

David joined Charles Stanley in 2017, having previously worked at Rathbones. David works with Chris Clayhills-Henderson looking after private clients, charities and trusts on both a Discretionary and Advised basis. He is an Associate Member of the CISI.


Allie Cozens

Trainee Investment Adviser

0207 149 6968

Biography

More about Allie

Joined Charles Stanley in 2014, working within the Compliance department for just under three years prior to moving to provide administrative support for Katie and Howard in July 2017. Allie is currently working towards her level 7 Chartered Wealth Manager qualification.


Julie Crombie

Chartered Financial Planner

0131 550 1298

Biography

More about Julie

Julie joined Charles Stanley in January 2018 and is a Chartered Financial Planner with a broad base of 27 years’ worth of experience in advising clients in all areas of financial planning. Prior to joining Julie spent 15 years with Tilney. She specialises in advising older and more vulnerable clients and is a SOLLA Accredited Later Life Adviser and their Regional Co-ordinator for the East of Scotland. She is currently a finalist in the Women in Financial Services Awards 2020.

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