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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

Scott Gardner

Analyst - Investment Strategy

Biography

More about Scott

Scott Gardner CFA, joined Charles Stanley in January 2019 as an investment strategist and is responsible for producing thematic macroeconomic cycle and market research. Scott works closely with Jon Cunliffe on asset allocation design and management of Research's model portfolios. Before Charles Stanley, Scott was a fixed interest portfolio manager for Trustees Executors in his native New Zealand.


Olivia Garthwaite

Personal Portfolio Service Assistant

0207 149 6281

Biography

More about Olivia

Olivia joined Charles Stanley in April 2019, having studied at the Newcastle University reading Geography. Olivia is currently in the process of taking her exams to become a qualified Investment Manager.


Katharine Gearey

Investment Management Assistant

0207 149 6077

Biography

More about Katharine

Katharine Gearey joined Charles Stanley in July 2009 from a well-respected small private bank.  She initially worked with Paul Robinson but following Paul’s retirement in April 2017 joined with William Shaw and Will Le Blanc-Smith. Katharine’s role as an Investment Management Assistant involves a wide range of administrative, client liaison and investment manager support functions. She enjoys getting to know clients and helping them with any queries.


James Gerard Leigh

Trainee Investment Adviser

0207 149 6180

Biography

More about James

James joined Charles Stanley in October 2017 having spent 4 years at C. Hoare & Co Private Bankers following graduation from the University of Leeds with a Honours degree in Neuroscience in 2013. He holds the Investment Management Certificate, the Investment Advice Diploma and is currently studying for the Chartered Wealth Manager qualification. Additionally, he is an associate member of the Chartered Institute for Securities and Investments. In his spare time James enjoys going to the races, playing cricket and golf as well spending time at his family home near Marlborough in Wiltshire.


Alex Gibbins

Investment Adviser

020 7149 6649


Paul Gibson

Portfolio Manager

0207 149 6635

Biography

More about Paul

Paul has worked within Wealth Management for 21 years and has managed Court of Protection portfolios for 15 years. Paul is responsible for asset allocation and portfolio construction for the Court of Protection team. He also manages the Charles Stanley UK and International Growth portfolio which provides global equity exposure exclusively for our team’s clients. Paul is based in our London office.


Michael Gifford

Senior Investment Manager

0207 149 6412

Biography

More about Michael

Michael is an investment manager with over 29 years in the securities markets. Before joining Charles Stanley in 2013 Michael successfully managed charity, trust and private client monies at Adam Investments in London. Beforehand, he managed equity income funds at Old Mutual Investment Management and Canada Life where in both cases the unit trusts were ranked in the top performing funds in the sector. Michael holds the Chartered Financial Analyst charter and is a member of the Society of Technical Analysts. He has a BSc. (Hons.) in Mathematics and Statistics.


Ben Gilmore

Investment Manager

020 7149 6693

Biography

More about Ben

Ben Gilmore joined Charles Stanley in January 2018, having previously worked in investment management at Kleinwort Hambros for 6 years, and, before that, JM Finn for 4 years.  Ben looks after private clients, charities and trusts on a Discretionary basis and is a Chartered Fellow of the CISI.


Sarah Gisoldo

Paraplanner

0131 550 1220

Biography

More about Sarah

Sarah joined Charles Stanley in November 2019, having previously been Paraplanner Manager at 1825, the financial advice arm of Standard Life.  Sarah achieved her Diploma in Regulated Financial Planning in August 2017 and provides technical support and assistance as a Paraplanner to our Financial Advisers


Nigel Goodhand

Chartered Financial Planner

0121 452 2923

Biography

More about Nigel

Nigel is a Chartered Financial Adviser and Fellow of the Chartered Insurance Institute (CII). He has been providing holistic financial advice to Private Clients for over 30 years; specialising in Investment and Inheritance Tax Planning. Prior to joining Charles Stanley Nigel was with the Royal Bank of Scotland where he worked in their Financial Advisery unit, Nigel spent eight years with the RBS and has had a long and distinguished career within financial services having previously worked for Bradford and Bingley and Laurentian Life. Nigel is married with two children and enjoys watching Aston Villa. He also enjoys Motor Racing and Cricket, travel, foreign languages and reading.


Julie Goodman

Executive Director of Financial Planning

0207 149 6405

Biography

More about Julie

Julie joined Charles Stanley as an Executive Director and Strategy Board member in 2017. Prior to joining Charles Stanley, Julie spent 25 years at Coutts & Co as a Financial Planner, advising high net worth clients specialising in Inheritance Tax/Tax Structuring, Pensions and Investment Planning. Julie is a Chartered Financial Planner who prides herself on providing high quality advice to clients and demystifying the complexities that can often occur. Outside of work, Julie enjoys spending time with her family and watching plenty of sport, supporting her two sons.


Lois Gray

Investment Manager

0207 149 6155

Biography

More about Lois

Lois is an investment manager who has been working at Charles Stanley since 2017. Lois has over thirteen years’ experience of private client portfolio management and is a Chartered Fellow of the Securities Institute. Prior to this, she accumulated an additional seventeen years of wider experience in the London financial services sector.


Nick Green

Branch Manager

0147 329 7709

Biography

More about Nick

Nick started his career at Kidder Peabody, one of the oldest American Investment Banks, working in London and Wall Street in fixed income and equity markets for 12 years before setting up a successful Currency Hedge Fund alongside the stockbroking business he operated with his father and partner. He moved home to Suffolk in 1995 and reckons most of his spare time is taken up by his three children and too many animals but still loves to ski and sail when he can.


Tiffany Green

Investment Manager's Assistant

0207 149 6645

Biography

More about Tiffany

Over a year supporting the Investment Team, previously working in the Finance sector for over 8 years at Capita Registrars and Brooks Macdonald.


Philip Greenman

Senior Branch Director/Investment Manager

0139 245 3600

Biography

More about Philip

Philip is an Investment Manager and the Senior Branch Director of the Exeter Office. Philip has specialised in private client financial management for the whole of his career after becoming interested in the stock market as a child. After starting his career at a small independent firm of stockbrokers in Bournemouth, Philip has now worked in the industry since 1998. He has been working in Exeter since April 2002. He manages a wide range of portfolios, working closely with other advisors to enable a strong partnership for holistic advice. Philip was born in Exeter and now lives in a village on the outskirts of the city with his wife and young family. In his spare time he enjoys playing squash and golf.


Natasha Gregory

Administrator

0207 149 6852

Biography

More about Natasha

Natasha joined Charles Stanley in 2017 as a Financial Planning Administrator supporting Paul and the team. She started her career in 2011 providing back office administration and IFA support, working at IFDS Group, Brooks Macdonald and Chase de Vere. She has recently completed the CII Financial Services, Regulations & Ethics exam and plans to complete more in the near future.


Henry Gronning

Senior Investment Manager

0122 587 8986

Biography

More about Henry

Henry joined Charles Stanley in 2020, having previously worked at WH-Ireland. He read Microbiology at the University of Leeds. He is a Chartered Member of the CISI and has over 9 years of industry experience. He specialises in offering discretionary investment services to individuals, charities, corporates and trusts. Henry has built up a strong network of local professional connections including solicitors, accountants and financial advisers. He feels it is important that he refers his clients to the best local experts. Having previously worked with both Tom and Luke in our wealth planning team, he is passionate about offering his clients joined up holistic advice taking account of their investment goals and aspirations while planning long term for them and their family. Outside of work Henry's passions include Skiing, CrossFit and Golf. During the Summer months, he can be found hacking his way around Henbury Golf course.


Tracy Guthrie ACSI

Investment Adviser

01202 317788

Biography

More about Tracy

Having joined Charles Stanley in 1998 as a secretary, Tracy’s interest in the Stockmarket led to her furthering her career and passing the Registered Representatives exam in 2006. Tracy completed her Investment Advice Diploma in 2013. Tracy lives in central Bournemouth with her family and enjoys running and tap dancing in her spare time.


Matthew Guy

Investment Manager

0207 149 6342

Biography

More about Matthew

Matthew joined Charles Stanley in 2012, having previously worked at Deloitte and Barclays Wealth. Prior to entering employment, Matthew read Business Management at the University of Exeter. Matthew looks after private clients, charities and trusts on both a Discretionary and Advised basis and he is a Chartered Fellow of the CISI (FCSI).

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