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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

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.


Sophie Crudgington

Investment Manager's Assistant

0207 149 6417

Biography

More about Sophie

Sophie Crudgington joined Charles Stanley in September 2013, working within the Portfolio Services department for two years prior to moving to provide administrative support for Nic Muston and Emma Foden-Pattinson in November 2015.  Sophie is currently working towards the Investment Advice Diploma.


Ed Cufflin

Senior Investment Manager

0116 366 6200

Biography

More about Ed

Ed is a graduate of the AB Freeman School of Business at Tulane University and began his career in investment management at Seymour Pierce Butterfield in London in 1992. Ed moved back to his home city of Leicester in 1996 to join Wilshere Baldwin & Co. and joined Charles Stanley from Brewin Dolphin in October 2013 to lead the new Leicester office. Ed specialises in managing portfolios for Private Clients both via Financial Advisers and directly.


Jon Cunliffe

Chief Investment Officer

020 7149 6253

Biography

More about Jon

Jon joined Charles Stanley in January 2016 and is the Chief Investment Officer and Head of the firm’s Research Team. Jon began his career at the Bank of England, becoming an Official in the Gilt Edged and Money Market Division in 1994. He subsequently held a number of senior fixed income roles at Lombard Odier, ABN AMRO Asset Management and Aberdeen Asset Management, before joining Tesco’s in house pension team as Head of Fixed Income and Asset Allocation. Jon holds a BA (Hons) in Divinity from Robinson College Cambridge


Jon Curtis

Senior Investment Manager and Branch Manager

0189 255 7100

Biography

More about Jon

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.

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