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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

Charlotte Lambeth

Branch Director/Senior Investment Manager

0139 245 3600

Biography

More about Charlotte

Charlotte is a Branch Director, looking after private individuals, trusts and corporate clients. Charlotte began work in the financial industry in 1997, originally as an independent financial adviser before becoming an investment manager looking after the management of institutional life, pension and hedge funds, before specialising in private clients. She is a Chartered Fellow of the Chartered Institute of Securities & Investment, and a Chartered Wealth Manager. She holds the Financial Planning Certificate, Investment Management Certificate and Securities Institute Diploma. Charlotte is a Trustee for the St Petrocks & Heavitree Parish Lands Charity which offers almshouse accommodation in Exeter, and is also a keen supporter of the local mountain rescue team. She lives just north of Dartmoor with her husband and son, and enjoys the benefits of living in this beautiful area through walking and photography


Marie Lawrence

Intermediary Sales Manager - Thames Valley

0186 532 0017

Biography

More about Marie

Marie has recently joined Charles Stanley from Prudential, where she spent the last 8 years as a business development manager. She has over 25 years’ experience in the industry, starting out as an adviser before moving into the intermediaries market. In that time she has worked with a number of high profile companies, including Scottish Amicable, Aegon and Zurich. Marie has 2 boys and enjoys arthouse cinema and music in her spare time.


William Le Blanc-Smith

Investment Manager

0207 149 6553

Biography

More about William

Will Le Blanc-Smith joined Charles Stanley on the graduate programme in September 2006, having completed a Bachelor of Sciences degree in Politics at the University of Bristol. He has been working with William Shaw since December 2007 and completed his relevant professional qualifications in the summer of 2008. Since then he has been looking after a range of private clients, trusts and charities as an investment manager and is now a Chartered Fellow of the Chartered Institute for Securities and Investment. His role includes selecting investments and looking after portfolios as well as liaising with clients to ensure their portfolio is right for their needs and circumstances. Will lives in Battersea and can regularly be found on local tennis courts


Shelley Leaney

Director of Private Clients

020 7149 6362

Biography

More about Shelley

Shelley Leaney joined Charles Stanley in 1999, having previously worked at Burrough Johnson Stockbrokers and Knill James Chartered Accountants. Shelley studied Classical Music at Trinity College of Music, London. Shelley is head of a Team and manages Discretionary Portfolios for private clients, charities and trusts, both nationally and Internationally. She is a Director of Private Clients, Fellow of the Securities Institute, and Chartered Wealth Manager. In September 2018 she was appointed to the Executive Committee of Charles Stanley.


Pauline Levine

Branch Support

0161 828 0225


Matt Lidstone

Senior Investment Manager

0207 149 6179

Biography

More about Matt

Matt Lidstone joined Charles Stanley in 2005, having previously worked at Prudential Bache. Matt looks after private clients, charities and trusts on a Discretionary and Advised basis.


Mike Lilwall

Director of Private Clients

0207 149 6244

Biography

More about Mike

Mike became a Director of Charles Stanley Ltd in 1997 on its acquisition of Shaw & Co where he was Chief Executive Officer. Mike was previously a Director of both Seymour Pierce Butterfield and Brewin Dolphin Ltd and has been looking after clients since 1982. After 19 years on the Board of Charles Stanley & Co, Mike stepped down in 2016 to concentrate on managing his high net worth clients.


Nicola Loudon

Investment Manager

0113 200 5246

Biography

More about Nicola

Nicola graduated with a First Class Honours degree at The University of Birmingham and spent the first five years of her career at the Harrogate office of Redmayne Bentley, following qualification as a stockbroker in 2010 she went on to achieve the Masters in Wealth Management to become an Investment Manager. Since joining Charles Stanley in July of 2014 Nicola has worked with a diverse range of clients such as Private Individuals, Charities, Pension Funds and Companies to ensure they take the right path when working to achieve their financial goals. Nicola has also built strong relationships within the IFA community where she works with other professionals to deliver bespoke investment solutions. Nicola plays an active role as a committee member of the Chartered Institute for Securities & Investments where she works to develop a vibrant calendar of both educational CPD events and Networking events. Nicola recently became a Governor of the Harrogate Ladies College with specific responsibilities for overseeing the School’s Investments and ensuring Student Welfare. Nicola is a keen skier and spent a year working in the French Alps before University. She also enjoys travelling and looks forward to exploring more of the World.


Hedley Lovegrove

Associate Portfolio Manager

0207 149 6471

Biography

More about Hedley

Hedley joined Charles Stanley Asset Management as an Associate Portfolio Manager in November 2018, after graduating from Sheffield Hallam University with a first-class honours degree in International Finance and Investment and completing a placement year within Charles Stanley’s Birmingham branch. He holds the Investment Advice Diploma and is a CFA Level 2 candidate.


Shannon Low

Investment Manager's Assistant

0207 149 6824

Biography

More about Shannon

Shannon has been with Charles Stanley for over 4 years. Originally starting in the back office orking with the Valuations department, she recently moved over to join the team as an admin assistant.


Sally Luckhurst

Office Assistant

0186 532 0000

Biography

More about Sally

Sally joined the Oxford team in February 2019 as a Part Time Branch Administrator. She lives with her 2 children and their rescue dog Pasha. When not at Charles Stanley you will usually find Sally stood by the side of a football pitch or in a sports hall watching her son doing karate.


Peter Luders

Director of Private Clients

0207 149 6653

Biography

More about Peter

Peter Luders joined the UK stockbroking business of Matheson Securities in 1987 as an investment analyst and worked alongside the partners of the firm assisting with their private client business. The firm grew substantially and was sold to Prudential Bache of the US in 1999 . During this period, Peter was becoming more involved with the private client side of the business and he dropped his research role in 2004. He joined Charles Stanley in 2005 as part of a large team from Prudential Bache to provide a stable environment and a UK parent company for his client base. Peter was made a Director of Private Clients in the Investment Management division in 2010 and has been managing the Charles Stanley Select Portfolio since June 2009. He has an honours degree in Business Studies and is a Chartered Fellow of the Chartered Securities Institute, as well as a Chartered Wealth Manager.

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