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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

Simon Jacobs

Chartered Wealth Manager

0130 521 7416

More about Simon

Simon began his stockbroking career in 1987 with Richardson Chubb Love Rogers and qualified as the youngest Member of the London Stock Exchange in 1989. Simon is now a Chartered Fellow of The Chartered Institute of Securities and Investments and was one of the founding Presidents for the South Coast region. He established his own successful stockbroking firm in 2000 and joined Charles Stanley in 2012. Simon is responsible for managing portfolios for a wide range of private clients both in the UK and overseas as well as charities, trusts and pension funds. Outside the office Simon is kept busy by his two young sons who ensure that he rarely has a quiet moment!


Alex James

Investment Manager

01223 310 075

More about Alex

Alex joined Charles Stanley in 2014 and manages investment portfolios for private individuals, trusts, companies and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Alex is a graduate of Loughborough University and has been working in the investment management industry since 2002. For 10 years prior to joining Charles Stanley, Alex held investment management and private banking roles in the wealth management division of a global banking organisation. In his spare time Alex is a keen runner, regularly completing long distance races, up to and including marathons.


Sarah James

Administrator

0292 167 0325

More about Sarah

After studying Business Studies, Sarah began work as a partner’s assistant in an old established Cardiff stockbroking firm in the 1980’s. As a result of takeovers, she worked for several stockbroking firms including latterly Gerrard Investment Management/Barclays Wealth. Sarah has been in the investment management industry for just under thirty years, and has developed a wealth of knowledge and understanding of the administration side of the business - in particular she spent many years concentrating on providing a probate service for both solicitors and private clients. Sarah joined the Cardiff office of Charles Stanley on 1st September 2014 to run the office administration and supports all the investment management and intermediary teams.


Shelley James

Investment Manager

More about Shelley

Shelley specialises in managed portfolios for private clients, trusts and SIPPs. She began her investment management career in 1999 when she joined a small firm of Stockbrokers, Cave & Sons, whilst studying for her degree in Financial Services. Shelley joined Gerrard Investment Management in 2004, part of the Barclays Wealth and Investment Management business in Bournemouth. In June 2014, Shelley joined Charles Stanley. Shelley is a Chartered Fellow of the Chartered Institute of Securities & Investments, which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Shelley is a committee member and previous President for the local South Coast Branch. Living in North Dorset, Shelley enjoys spending time with her family, and, having recently bought an old cottage in need of renovation, any spare time is well accounted for.


David James

Director of Financial Planning & Operations

0121 452 2902

More about David

David joined the group in 2017 and has been a financial advisor for more than 25 year. Prior to joining Charles Stanley he was Senior Director with EFG Independent Advisers, a division of EFG Private Bank. for more than 12 years. David specialises in providing holistic financial advice on Inheritance Tax Planning, general investment and retirement planning and he also advises a number of Senior company executives in relation to Business continuity strategies. David heads up Fitzrovia Financial Planning which is a joint venture between Goodman Jones LLP Chartered Accountants and Charles Stanley.


Ross Jeffries

Office & Portfolio Manager

01223 310 076

More about Ross

Ross joined Charles Stanley in June 2013 after previous roles in retail banking and IT. Ross’s primary function within Charles Stanley is to manage our administration team, providing support to all staff and assisting with the smooth operation of the office. He will review portfolios on behalf of our investment team and is our first point of contact for Execution Only and Gold card clients, performing transactions at their instruction. Ross holds a Bachelor of Commerce majoring in Finance and an Investment Advice Diploma, continuing his studies in Wealth Management. He is an Associate of the Chartered Institute for Securities & Investments and our First Aid Officer.


Caroline Joaquim

Investment Management Assistant

0148 323 0814

More about Caroline

Caroline commenced her working career within the legal profession followed by learning the background to stockbroking within Barings, prior to their takeover by ING, where she assisted with setting up the High Net Worth Client department. Caroline also takes on the responsibility for organising a number of Charles Stanley's Guildford office events. Her interests include photography, travel, theatre and cookery.


Ben Johnson

Collectives Analyst

More about Ben

Ben joined Charles Stanley in 2016, initially as an Investment Writer before moving into the Collectives Research Team later that year. He is jointly responsible for the selection of best-in-class managers across all asset classes for inclusion on Charles Stanley’s collectives Preferred List. Ben graduated from the University of Southampton in 2013 and has previously worked at Invesco and Succession Group. He passed all three levels of the CFA Program at the first attempt.


Peter Jones

Investment Manager

More about Peter

Peter joined Charles Stanley from Gerrard Investment Management Limited (Barclays Wealth) in September 2009 where he had been a member of the Portfolio Management Team. Peter specialises in the investment of private clients' funds, charitable funds and SIPPs. He was previously a committee member and President of the Chartered Institute of Securities and Investments (CISI) South Coast Branch which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Formed in 1992 by London Stock Exchange practitioners, the Institute has more than 40,000 members in eighty-nine countries. When not working, Peter who is married with a young son, scuba dives and plays a variety of sports, notably football, golf and squash.


Simon Jones

Senior Investment Manager

020 7149 6490

More about Simon

Joined Charles Stanley from UBS Warburg in 2002 where he had been a director of the No1 Extel rated investment funds team .He utilises this knowledge in the management of discretionary portfolios and provision of advisory services to individuals and families. Simon is a Chartered Fellow of the Chartered Securities Institute with over 30 years of investment experience. He is also chairman of a private investment company and enjoys rugby.