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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

Stephen Fage

Senior Investment Manager

0207 149 6692

More about Stephen

Stephen joined Charles Stanley in 2005 having previously worked at Scott Goff Hancock, Teather and Greenwood and Dryden Wealth management. He has extensive experience in the Private Client Investment Management field with nearly 40 years service to the industry.


Lawrence Fagg

Senior Investment Manager

0121 452 2913

More about Lawrence

On completion of a Higher National Diploma in Business & Finance, Lawrence was enticed into the world of investment management and joined the Birmingham firm Stock Beech & Co, Stockbrokers in 1985. Ever since, he has been advising and managing investments for private individuals, pensions and charities. Lawrence later went on to found the Birmingham Office of Charles Stanley in 2005, having previously been a Director of Greig Middleton and Gerrard. Always living in Solihull, just outside Birmingham, Lawrence has been a keen supporter of the regions charitable causes. Involvement in Rotaract and Round Table, before becoming too old, raised a lot of money and was a lot of fun. After serving five year’s County Treasurer to The County of Birmingham's Scout Association he is now an honorary Vice President and Treasurer to his local Scout Group. In his spare time Lawrence enjoys family life, membership of The National Trust, playing tennis badly at his local Tennis Club and retrieving his dog from picnic baskets!


Isabel Fairlie

Research Assistant

0207 149 6974

More about Isabel

Isabel joined Charles Stanley in January 2020. She holds a degree in Biology from the University of Sheffield. Isabel sits within the Research team as a Research Assistant.


Helen Fellows

Administrator


Emma Foden-Pattinson

Investment Manager

0207 149 6486

More about Emma

Emma Foden-Pattinson joined Charles Stanley as part of the Graduate Scheme in March 2013, having previously studied at Durham University where she achieved a 2:1 in Natural Sciences. Having spent a year working within various front and back office departments she joined Nic Muston's team on a permanent basis in January 2014. Emma completed the Chartered Wealth Manager Qualification in early 2015, passing all exams at the first attempt. Emma looks after a wide range of charities, trusts and private clients on both a Discretionary and an Advised basis. She is a member of the Charities Executive Committee, meeting regularly to discuss issues which face charitable clients and how best we may assist them. She is also a member of the Environmental, Social & Governance (ESG) integration project, assessing how best to incorporate ESG considerations into our investment processes.


Simon Foley

Senior Financial Planner

0121 452 2930

More about Simon

Simon has over 30 years experience as a Financial Planner and Investment Adviser. Prior to joining Jobson James, which was already part of the Charles Stanley Group plc from May 2011, he was a partner at Mazars for several years before joining BDO which then became Broadstone, where he worked for 20 years. Simon has been with Charles Stanley since July 2012 and specialises in Private Client work, particularly, Self Invested Personal Pensions. He believes that understanding clients and managing their expectations is vital in the role of the Adviser and fully understands this concept. This is demonstrated by the fact that many of his clients have followed him from his previous employments, including a number of PLC directors. Simon lives in Lichfield with his wife and two children and when he has some spare time is a keen skier and squash player.


James Ford

Associate Analyst

0207 149 6891

More about James

James joined Charles Stanley in September 2018, starting out in the private client investment management operations department before transferring over to the research team in September 2019. He holds a Master's degree in Economics, Banking and Finance and is currently working towards the CFA qualification. James sits within the equity team as an associate analyst and focuses on the international equity sleeve.


Gideon Foster

Investment Manager

0161 828 0212

More about Gideon

Gideon started his career in 1987 at Battye Wimpenny & Dawson before moving down to London to work as a jobber on the Stock Exchange in the early 1990's. In 1993 he moved back up north, joining Brewin Dolphin and then subsequently Charles Stanley in 2000. In his spare time, Gideon plays cricket and football and is a keen supporter of Burnley FC.


Claire Frazier

Brokers Assistant

0148 323 0828

More about Claire

Claire joined Charles Stanley in 2014 having relocated from Swindon. Before joining, Claire worked for 7 years at Zurich Financial Services as a specialist in Investment Administration. Claire is an associate of the CISI (having passed the IOC) and a member of the CMI (having a Diploma in Management Development).


Andrew Frogley

Investment Manager

0148 323 0812

More about Andrew

Andrew has over 20 years of experience in the financial services industry . He is a fully qualified Chartered Fellow of the Chartered Institute of Securities and Investment. Prior to joining Charles Stanley in 2007, Andrew previously worked for Gerrard Investment Management (from 1995). Andrew has worked in the industry since 1989 and became a member of the Chartered Institute for Securities & Investments in 2000 and subsequently a Chartered Fellow at the end of 2010. Andrew specialises in Trust, Pension and Private Client portfolio management. Andrew is a qualified athletics coach. When not working he spends his time listening to his two sons who play the guitar and drums in local bands around Surrey.