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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

Chris Hailes

Senior Investment Manager

0116 366 6200

Biography

More about Chris

Chris is a Senior Investment Manager at Charles Stanley’s Leicester office and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He started his career with Hill Osborne & Co in 1987, becoming a partner in 1997 and upon their takeover of Hill Osborne in 2000, a Divisional Director of Brewin Dolphin. With over 28 years of experience in the industry, Chris has a wealth of investment management knowledge and expertise. He specialises in managing private client, trust, pension and charity portfolios predominantly on a discretionary basis.


Janet Hall

Senior Investment Manager/Chartered FCSI

0132 343 7440

Biography

More about Janet

Janet began her career in the late 1970’s after joining a firm of stockbrokers in Bexhill-on-Sea. She moved to Brewin Dolphin in 2003, where she became a Divisional Director, and joined Charles Stanley’s Eastbourne office in February 2011. Janet’s great passions are classic cars, antique jewellery and music. Janet is a Chartered Fellow of the Securities Institute.


David Hamilton Stubber, Chartered FCSI

Investment Manager

0163 555 3700

Biography

More about David

David has re-joined Charles Stanley after having left the company following the merger of the Newbury office with Oxford in 2016. Prior to this he had already been with Charles Stanley in Newbury for over 22 years as an Investment Manager looking after private clients, trusts and charities and has now returned to continue managing client’s investments after two years with St. James’s Place Wealth Management. Out of the office David enjoys many country pursuits, as well as skiing, travelling and chocolate!


Emma Hammond

Financial Planner

Biography

More about Emma

Emma has joined Charles Stanley bringing over 25 years’ experience in the Financial services industry. Emma is one of the few advisers in the UK who has both a personal and corporate financial planning background, she previously worked in corporate structured finance where she provided specialist advice to company directors and their staff. Emma considers herself to be an ‘allrounder’ but particularly enjoys providing investment, pension and inheritance tax advice and helping clients to plan their futures using cash flow modelling. She also has a long term care specialism, previously providing advice to clients via the Court of protection.


Paul-John Hanlon

Paraplanner


Alex Hanrahan

Investment Manager's Assistant

0207 149 6082

Biography

More about Alex

Joined Charles Stanley in December 2015, working within the Corporate Actions department for 18 months prior to moving to provide administrative support for Howard Burchett and Katie Tasker in July 2018.


Ian Harley

Branch Manager

0131 550 1233

Biography

More about Ian

Ian has been joint Branch Manager of the Edinburgh office of Charles Stanley together with his colleague Christopher Clayhills-Henderson since 2002, and manages portfolios predominantly for private clients, Trusts, Charities and pensions.  He is a Chartered Fellow of the CISI and has been an investment manager for over 30 years.  Ian graduated with a BSc (Hons) in agriculture in 1982.


Ruth Harris

Branch Assistant

0121 234 6712


Charlotte Harris

Junior Investment Manager's Assistant

01483 230821


Chris Harris

Senior Investment Manager

0207 149 6216

Biography

More about Chris

Chris is a Chartered Fellow of the Chartered Institute for Securities and Investment. After graduating from Southampton University with an Honours degree in History, Chris started work with Charles Stanley on the graduate trainee scheme in 1998. Now with Charles Stanley for over twenty years he manages portfolios predominately for private clients, trusts, charities and pensions on both a discretionary and advisory basis. Additional past roles with Charles Stanley have included joint management of the Matterley Equity and Regular High Income funds during which sector leading performance was achieved.


Chris Harris-Deans

Senior Investment Manager and Director of Regional Development

0139 245 3600

Biography

More about Chris

Chris is Director of PCIM Development & a member of the Company's Management Committee. He is an Investment Manager & looks after portfolios for private clients, pension funds and charities. Chris is a graduate of Exeter University and has been working as an Investment Manager since 1996. Chris is a former Board Director of the Chartered Institute of Securities & Investments, the professional body for stockbrokers/Investment Managers and previously chaired their Membership Committee as well as sitting on the Disciplinary Panel. Chris lives on the edge of Exeter with his wife & two children. In his spare time he enjoys playing and watching most sports.


Leah Harrop

Investment Manager's Assistant

0207 149 6992

Biography

More about Leah

Leah joined in 2015 as an Investment Managers Assistant to the team and has achieved the Chartered Institute for Securities & Investment (CISI) Level 3 Certificate in Investment Operations. Leah is in charge of all the administration for the team including private client accounts, ISAs, trusts and pensions.


Gareth Hayward

Director of Private Clients

0207 149 6148

Biography

More about Gareth

Joined Charles Stanley in 1999 after a career spanning 18 years in corporate broking and corporate finance with Nomura International, Vickers da Costa (subsequently Citicorp Scrimgeour Vickers) and Henry Ansbacher, experience he brings to bear when managing client portfolios.


Mark Henderson

Investment Manager

0189 255 7115

Biography

More about Mark

Mark is a senior investment manager in the Tunbridge Wells office who is responsible for managing portfolios on behalf of a wide range of clients including private individuals of all ages both in the UK and overseas, charities, trusts, SIPPs and corporate accounts. Mark is also a Chartered Fellow of the Chartered Institute of Securities & Investments. He started his stockbroking career with Kleinwort Benson back in the late 80s when he worked in the City for five years before joining Shaw & Co back in Tunbridge Wells. He became manager of their Crowborough branch and subsequent to the acquisition of Shaw & Co by Charles Stanley in 1998, the two branches merged in 2004. During this time Mark helped steer his clients through the TMT or Dotcom ’bubble’ of the late 1990s, and more recently the Financial Crisis of 2007/08. He was also part of a small team who managed a Utilities Fund which had an enviable track record of being the No.1 performer for many years. Mark lives with his wife Francesca in the village of Matfield just outside Tunbridge Wells and enjoys fly fishing, skiing, playing backgammon and walking the dogs at weekends.


Matthew Henderson

Investment Adviser

0131 550 1227

Biography

More about Matthew

Matthew joined Charles Stanley in 2016, having previously worked at UBS . Matthew looks after private clients, charities and trusts on both a Discretionary and Advised basis. He is a member of the CISI and holds the Chartered Wealth Manager qualification.


Frances Hennessey

Branch Administration Manager

0161 828 0215


Sarah Hill

Senior Administrator

Biography

More about Sarah

Sarah originally joined Charles Stanley as a Broker’s Assistant in 2008 in the Isle of Wight Office, having previously worked as a Mortgage Adviser and various other positions in Financial and Legal Services. Following a house move in 2019, Sarah re-joined the Charles Stanley Southampton Office as a Senior Administrator. A keen, but by her own admission, novice gardener, Sarah enjoys the outdoors, socialising with friends, travel , live music events and is a fair-weather camping fan in the summer months.


Mark Hinds

Branch Manager & Investment Manager

0160 367 1500

Biography

More about Mark

Mark joined the Norwich Branch of Charles Stanley in 1998 and became Branch Manager in 2013. He manages investment portfolios for private individuals, trusts and charities both directly and working with financial advisers, solicitors and accountants. He holds a Master of Architectural Engineering MEng (Leeds University and Pennsylvania State University), is a Chartered Fellow of the CISI and the President of the East Anglia Branch of the CISI.


Marie Hinton

Personal Assistant

Biography

More about Marie

Marie joined Charles Stanley as a Personal Assistant in 2019, having previously worked in financial services industry. Since 2014 she has worked as an Executive Assistant and holds LL.M in Law and PGDip in Business Psychology. Outside of work, Marie enjoys reading books, travelling, playing tennis and teaching her little dog new tricks.


James Hoare

Trainee Financial Planner

0207 149 6162

Biography

More about James

James joined Charles Stanley in 2017 as a Trainee Financial Planner as part of their Professional Training Programme. James attended the University of Leeds, where he studied Mathematics & Philosophy. James has since completed the CII Diploma in Regulated Financial Planning and is currently working towards his Chartered Financial Planner qualification.


Aimee Hogg

Investment Manager

0160 367 1500

Biography

More about Aimee

Aimee joined Charles Stanley in 2013 having graduated from the University of East Anglia with a 1st class BSc (Hons) degree in Business Management. She is a Chartered member of the CISI and has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications. She manages investment portfolios for private clients, trusts and charities. Aimee is also a committee member of the Norwich Business Women’s Network.


David Holmes

Investment Manager

Biography

More about David

David started his career in the industry in the early 80s and specialises in the management of Private Client, Trust and Charity portfolios. In 1985 he joined Chase Manhattan Bank in the City of London just before the big bang which saw the Stock Exchange floor disappear, only to be replaced by computers. A year later he moved back to Dorset with the bank - now known as JP Morgan. Robson Cotterell persuaded him to return in 1987 just before the great Stockmarket crash. In 1990 David transferred to the Canford Cliffs office to be part of a three man team of stockbrokers which subsequently relocated to Wimborne in 1999. In 2010 David took on the role of Branch Manager and now enjoys a close working partnership with Peter Jones, Alistair Mitchell and Sean Mylchreest in the Southampton. In his spare time he enjoys the company of his wife, his two Cocker Spaniels and enjoys a good pub walk. David has a passion for skiing in the winter and is an active Rotarian, he is also proud to be a big part of the Bransgore Beer Festival which has raised over £25,000 for local and International charities.


Martina Holosi

Office Manager

0120 231 7788


Angela Holt

Investment Manager

0207 149 6663

Biography

More about Angela

Angela joined Charles Stanley in 2006 and qualified as an Investment Manager in 2009. Angela constructs and manages investment portfolios for a wide range of private clients, including ISAs, SIPPs, trusts and charities. Angela is a Chartered Fellow of the Chartered Institute of Securities and Investment, holding the CISI Diploma, and has sat on the CISI exam panel as an industry specialist. Angela has a joint BA Hons degree in History & Politics from the University of Leicester.


Rachel Homewood

Investment Manager

0175 267 5686

Biography

More about Rachel

Rachel has been working for Charles Stanley in Plymouth since 1999, following graduation. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Securities Institute Diploma. She manages a variety of Portfolios, including Private Client’s General Accounts, ISAs & SIPPs plus Charities, Corporate accounts and Offshore Bonds. Outside of work Rachel enjoys travelling, watching tennis and skiing.


Stuart Hood

Head of FP, Finance & MI


Simon Hopewell

Branch Manager/Senior Investment Manager

0116 366 6200

Biography

More about Simon

Simon is the Branch Manager for the Leicester office. He joined the newly established Leicester branch office of Charles Stanley in September 2013 as a Senior Investment Manager. With over 20 plus years of industry experience, Simon’s specialises in the management of multi-asset class portfolios for private clients in a variety of mandates such as pensions, offshore trusts and offshore bonds. In addition, Simon has considerable experience in working on Court of Protection mandates.


Una Hopkins

Consultant

0131 550 1285

Biography

More about Una

Una Hopkins joined Charles Stanley Edinburgh in 2010. Una is a Chartered Accountant and has extensive Financial Services and Accounting experience having worked in private practice for fourteen years in Jersey, Channel Islands. Una's responsibilities include looking after the Branch's internal accounting function, assisting with human resource and compliance issues and undertaking various project initiatives.


Emily Horwood

Investment Managers Assistant

01223 310 084

Biography

More about Emily

Emily joined Charles Stanley in November 2015 after graduating from college. She has acquired the CISI Level 3 award for Introduction to Investments and is continuing her studies towards her CISI Investment Advice Diploma. Emily supports our Investment Management team and assists with execution only trading and accounts for deceased estates, solicitors and execution only clients. Emily enjoys playing the piano, spending time in the garden and keeping active.


Sam Houston

Senior Investment Manager

01305 217403

Biography

More about Sam

Sam began his stockbroking career in the City in 1986 as a member of the London office of the long standing Manchester firm Henry Cooke, Lumsden. In 1995 he moved, as part of a team of three brokers, to Charles Stanley’s City offices where he worked for several years before accepting an opportunity to relocate to Dorset. Sam is a Chartered Fellow of the Chartered Institute of Securities and Investment and principally looks after discretionary and other managed investment portfolios; his clients include private individuals, trusts, pension funds, charities and investment companies. Sam is assisted by Marie Alford and their secretary and administrator, Helena Oakes.

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