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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

Mark Davies

Senior Financial Planner

0121 452 2946

Biography

More about Mark

Mark is a fully qualified and experienced Financial Planner having provided holistic financial planning advice to high net worth personal and Corporate clients since 1991. He specialises in Lifestyle planning that also incorporates investment, retirement and IHT advice and joined Charles Stanley in 2014, based in the Birmingham office. Prior to this, Mark worked at Nat West for 34 years and since 1991 worked within their Financial Services group as a an IFA. ‘I am passionate about providing a high level of service and quality advice to my clients with the aim of building strong working relationships whilst working within a longstanding reputable business as Charles Stanley’ Mark is married and has 2 children and lives in Wolverhampton. In his spare time he plays Golf and is member of South Staffs, enjoys watching Wolves Fc having previously played for them at Youth level and is also a qualified FA Coach.


Simon Davis

Director of Financial Planning

020 7149 6547 / 0796 301 4631

Biography

More about Simon

Simon Davis is a Director of Financial Planning and has been advising private clients for over 20 years. Simon specialises in providing financial and wealth structuring advice to high net worth individuals, their families, trusts and businesses. This incorporates pensions and IHT advice. Simon is a Chartered Financial Planner and has a BA (Hons) from the University of Nottingham.


Katherine Dawes

Investment Management Assistant

0113 200 5232

Biography

More about Katherine

Katherine joined Charles Stanley in 2016 as Branch Support and gained her CISI Investment Advice diploma in 2018. Before embarking on her career with Charles Stanley, she worked for five years as a medical secretary. Outside work, Katherine enjoys making jewellery and spending time with family.


James Dawson

Investment Manager

07 149 6423


James Dawson

Senior Investment Manager


Jess Dawson

Investment Managers Assistant

0186 532 0010

Biography

More about Jess

Jess lives in Witney, Oxfordshire. Upon completing her A levels in Maths, Economics and English Literature in 2016, she went on to start work in a local bridal shop before becoming a front of house team member at the local leisure centre. Jessica joined the Oxford Office in March 2017 as a Branch Administrator and has recently taken on the role of Investment Manager’s Assistant, providing support to two of our Investment Managers with all administrative matters, including client queries, reviews and portfolio monitoring. Jessica spends most of her spare time at the Witney 2120 Air cadet Squadron, helping out the younger community as a Sergeant again furthering her skills in a range of different ways.


Claire Dawson

Team Leader

0131 550 1282

Biography

More about Claire

Claire joined Charles Stanley in April 2018, having previously worked at Johnston Financial & Tilney.


Tom De Burgh Williams

Chartered Financial Planner

01225 878984 / 0798 970 4046

Biography

More about Tom

Tom is a Chartered Financial Planner and has over 20 years industry experience. He specialises in providing a personalised financial planning service to private clients. Tom has a broad range of high net worth clients. He puts a high value on building strong long term client relationships, being proactive in helping meet their financial goals and aspirations whilst providing planning across all family members. Prior to joining Charles Stanley Tom was Head of Wealth Planning for the South West at W H Ireland Ltd. Tom is married to Anja and they have a young daughter. When not working or spending time with his family, he is a keen golfer, cyclist and supporter of local sport.


Gail de'Claire

Investment Manager

0292 167 0334

Biography

More about Gail

After leaving college with A Levels in Economics and Law and a business diploma Gail had the opportunity to join Eversheds Solicitors as a legal clerk. In 1992 she then joined Allied Provincial Securities as a secretary to the office head. Hungry to become a stockbroker, she completed the full Securities Industry Diploma and is now a Chartered Fellow Member of the Chartered Institute for Securities and Investment, and was a judge for the Cardiff Life Business awards. Gail has 28 years experience of working in the financial sector and has built up a portfolio of private clients, specialising in discretionary portfolio management including pensions, trusts, offshore bonds and corporates. Keen for clients to gain a better understanding of the industry, she constructed evening courses for the private client entitled - "A beginners guide to the stock market". Gail is also the proud treasurer for the charity 65 Degrees North. Gail has also featured in the Cardiff Life publication and is the nominated media commentator for the Cardiff office for Charles Stanley. She is married and a mum. A black belt in karate and enjoys cycling, swimming and walking her rescue dog with a keen passion to help her local dog shelter.


John Devine

Senior Investment Manager

0148 323 0829

Biography

More about John

John is a Senior Investment Manager at the Guildford office and manages portfolios for private individuals and trustees. John joined Charles Stanley in January 2018, having managed portfolios in Guildford for over a decade. John has worked with investments since 2004 and has managed portfolios predominantly on a discretionary basis since 2007. In addition to portfolio management John has previously undertaken investment research that was focused on the London-listed media and technology sectors and North American equity investment via collectives, trackers or ETFs, and structured products. John is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Chartered Wealth Manager. In 2016 he was named by PAM (Private Asset Managers) as one of the ‘Top 40 Under 40’, a definitive guide to the rising stars in the private banking and private asset management sectors. John has considerable experience of working with financial planners and their clients. Away from the office John enjoys cycling, music and travel.


Camilla Dewey

Investment Manager

020 7149 6769

Biography

More about Camilla

A graduate of Oxford Brookes University, Camilla Dewey completed a business Management Degree. She joined Charles Stanley in 2009 and completed the CISI Masters in Wealth Management (Level 7). Camilla’s focus is on managing Private Client Discretionary Portfolios as well as Trusts and Charities and works alongside a variety of IFAs, Solicitors and Accountants.


Craig Dewhurst

Senior Investment Manager

0170 222 1707

Biography

More about Craig

Craig has over 30 years of experience in the financial services industry. He joined Charles Stanley in November 1999 and has added to his wealth of market experience in the ensuing twenty years which has included a range of extreme market conditions. Craig works closely with his clients, offering a bespoke management service for private and company portfolios, pensions and trusts. He has also forged a good working relationship with local IFAs, Accountants and Solicitors, helping to provide them with investment solutions. He previously enjoyed a short spell in retail and investment banking with Midland Bank and ABN Amro before embarking on a career in Foreign Exchange spanning ten years with Tullett & Tokyo Plc and M W Marshall & Co. Craig lives in Leigh-on-Sea with his wife Debbie and young son Austin. His main hobby is football, following the mighty Arsenal FC and managing Leigh Rockets YFC Under 12s. He is also a dab hand in the kitchen.


Manjulla Dhir

Administrator

0161 828 0286


Richard Disley

Investment Manager

0292 167 0333

Biography

More about Richard

Richard is an Investment Manager in the Cardiff office and looks after portfolios for private clients, pension funds, and Trusts. Richard graduated from Oxford University in 2002 and has been working in the financial services industry since 2003. He completed his Securities and Investment Diploma whilst working for Gerrard Investment Management Ltd and subsequently worked for Barclays Wealth before opening the Charles Stanley Cardiff Office with his colleagues. Richard is a member of the Chartered Institute of Securities and Investments (CISI) Wales Branch committee. He shares responsibility for organising local events for its members in Wales to discuss the latest developments in the financial services industry. Richard lives in Penarth with his wife and two young daughters and has a passion for most sports including golf, which he plays in his spare time, and sits on the governing board of his local nursery school.


Will Dobbs

Investment Manager

0207 149 6233

Biography

More about Will

Will joined Charles Stanley in 2012 from Edinburgh University and looks after private clients, charities and trusts on a Discretionary basis. Having completed his Masters in Wealth Management, he is now a Chartered Fellow of the Securities Institute. He sits on the Equity Strategy Committee and co-manages the Charles Stanley UK Equity fund.


Mark Dobson FCSI

Chartered Wealth Manager

0120 231 7788

Biography

More about Mark

After graduating from University with a degree in Business Studies, Mark started his career in the Investment Management Department of C Hoare & Co Private Bank before moving to the Bournemouth Office of Charles Stanley in 2004. He now specialises in managing discretionary and advisory portfolios for a wide range of clients. When not working, Mark is a keen Golfer and Sailor and competed in the Highland Adventure Race in September 2011.


Tracy Donaldson

Investment Manager's Assistant

0131 550 1233

Biography

More about Tracy

Tracy joined Charles Stanley in 2019. She assists the Investment Managers in Ian Harley's team. Tracy is a Business Studies graduate and has worked in some of Edinburgh's largest financial institutions.


Graeme Dreghorn

Financial Planner

0141 483 1506

Biography

More about Graeme

Graeme has over 10 years’ experience in financial services and specialises in Lifetime Financial Planning: specifically, with wealthier individuals and families with more complex needs. Graeme also works with charity leaders in the 3rd sector. He graduated with an Honours degree in Psychology from the University of Strathclyde and has previously worked for RBS, Barclays Wealth and Ascot Lloyd before joining Charles Stanley. Graeme is Chartered Fellow of the CISI and has contributed to articles for the FT, The Times and various trade publications. Graeme is married with and has a three-year-old son. When time allows, he has recently taken up triathlon as a means of keeping fit, having previously been a keen rower.


Mark Dufton

Investment Manager

0161 828 0214

Biography

More about Mark

Mark is a graduate of Keble College, Oxford University and is a Chartered Fellow of the Chartered Institute for Securities and Investment. His career in stockbroking and wealth management started in 1987 and he became a member of the Stock Exchange in 1991. He manages investments for private individuals, trusts, pensions (including SIPPs) and corporations. He works closely with other advisers to help ensure portfolios are not over-risked while striving to achieve client return objectives. Mark lives in Cheshire with his wife Sara, their children having flown the nest. His interests outside work include golf, travelling and wine.


Nicci Dugdale

Investment Management Assistant

0113 200 5243

Biography

More about Nicci

Nicci joined Charles Stanley in August 2019. She has worked in the industry for many years, including a long spell in London as head of client services for a major investment house, before moving back to Yorkshire and joining Myddleton Croft in 2006 where she worked until its acquisition by Charles Stanley. Outside work, she is a frustrated creative, always with a project in hand. She also follows the perennial struggles of Leeds United and Leeds Rhinos closely, but still manages to remain cheerful.


Mark Duggan

Intermediary Sales Manager - Central South

0798 970 4022

Biography

More about Mark

Mark began his financial services career in 2001, and is a qualified ‘non-practising’ Chartered Financial Planner. He has worked for a number of major UK life offices specialising in taxation and trust work, with a wealth of experience in regulation and business development. Mark joined Charles Stanley in 2013 to provide support and help develop Charles Stanley’s intermediary service.


Matthew Durrands

Director of Private Clients

0207 149 6428

Biography

More about Matthew

Matthew heads up our Court of Protection team, based in our London office. Matthew began his career as a Private Client stockbroker in 1998 with Greig Middleton having spent four years working in banking prior to moving into wealth management. He joined Charles Stanley in 2007.


Christian Dyer

Paraplanner

0207 149 6942

Biography

More about Christian

Christian began his career in the financial industry in late 1997 and joined Charles Stanley in June 2013 having previously worked for HBOS, NFU Mutual, Brewin Dolphin and LGT Vestra. He has worked as an Administrator, Team Leader, Financial Consultant and has over 15 years Paraplanning experience. Christian holds both of the CII Diplomas in Financial Planning and Regulated Financial Planning. His interets include athletics, football and photography. Although a Liverpool fan at heart, he also holds a season ticket at MK Dons.

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