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Charles Stanley

Our People

A B C D E F G H J K L M N O P R S T V W Y

Nicola Easson

Investment Adviser

0131 550 1241

More about Nicola

Nicola joined Charles Stanley in 2007. Originally from Fife, she attended George Watson's College high school in Edinburgh, and read Scottish Literature and Gaelic at Edinburgh University. Nicola is an investment adviser, working with Ian Harley on the management of both advisory and discretionary portfolios for private clients, charities and trusts. Nicola holds a Masters in Wealth Management.


Linda Edward

Paraplanner

More about Linda

“Senior Paraplanner Linda joined Charles Stanley in 2018 from national firm Tilney, where she had worked for 10 years. A Chartered Financial Planner with over 15 years of experience in the industry, Linda works alongside Aberdeen office’s Chartered Financial Planner, Scott Morrison. Linda has a wealth of paraplanning experience including the production of cash flow analysis for clients as well as dealing with complex financial planning needs such as advice on defined benefit pension schemes.”


Richard Elliott

Certified Financial Planner

0186 532 0019

More about Richard

Richard joined Charles Stanley as a Financial Planner in July 2019. He was formerly a Financial Planner for over 21 years with Church’s Financial Planning Ltd , an IFA based on the outskirts of Farnham, Surrey. Richard specialises in providing lifestyle financial planning to help clients understand their ‘why’ and to work out what they need to consider for now and the future to achieve financial independence. Richard is married with a young daughter and son, and in order to stay active enjoys walking the 2 dogs along with the occasional attendance of the weekly kung fu class.


Lee Enright

Investment Manager

0161 828 0231

More about Lee

Starting his career in 2000, Lee manages both High Net Worth clients and Intermediary relationships mainly in the North West. He specialises in discretionary investment management and is pushing forward the profile of Charles Stanley, especially with Financial Advisers in the North West. Lee has a number of industry recognised qualifications and is a Chartered Member of the Securities Institute. Outside of work Lee is a keen sportsman although he will tell you injuries stopped him turning professional in any. He also enjoys seeing new cities with Rome being a particular favourite alongside good food, drink and company.


Phillip Epsley

Senior Investment Manager

0122 587 8990

More about Phillip

Phillip has experience in managing investment portfolios for Private Clients and Clients of Intermediaries, Trusts, Charities and Friendly Societies, he also specialises in the Investment Management of SIPPs. In 2007 he joined Williams de Broe and left in August 2012 when the company was merged into Investec Wealth and Investment. He has been awarded the status of Chartered Fellow of the Chartered Institute for Securities and Investment in 2010. Phillip has been married to Maxine for 17 years and they have a wonderful son George. The family have travelled widely and Phillip enjoys playing sport. He has a handicap of 6 at his local course in Bath, Kingsdown.


Dawn Evans

Investment Management Assistant

0207 149 6235

More about Dawn

Dawn Evans joined Charles Stanley in 2002 having previously worked at a leading firm of actuaries followed by a Singaporean international bank, each for thirteen years. She has very ably supported William Shaw and others throughout her time at Charles Stanley and we are delighted that she has continued with us beyond her thirteenth year of employment. Dawn’s role as an Investment Management Assistant involves a range of administrative, reporting and client liaison functions. She is always happy to hear from clients and keen to help.