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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

Nick Minto

Intermediary Sales Manager - North

0798 970 4039

Biography

More about Nick

Nick joined the Charles Stanley Intermediary sales team in February 2016. Prior to joining, Nick worked at Standard Life for 13 years as business development manager dealing with banks, wealth managers, building societies and financial advisers. Previous to that role, he spent 14 years at Axa as a regional account manager. Professionally he holds both the Chartered Financial Planner and Chartered Wealth Manager qualifications plus he has also passed the Society of Trustees and Estate Practitioners (STEP) certificate for Financial Services. The focus at Charles Stanley will be to develop financial adviser relationships across the North of England working closely with the Investment Managers in the Leeds and Manchester offices. Along with investment Nick will bring his knowledge of retirement and succession planning strategies to the role. Outside work Nick is interested in a range of sports but in particular enjoys watching his son compete in swimming galas and triathlon events.


Richard Missen

Senior Branch Director/investment Manager

0139 245 3600

Biography

More about Richard

Richard is a Branch Director within the Exeter office. He is an Investment Manager & looks after portfolios for private clients, trusts and pensions and works closely with their other advisors to enable a strong partnership for holistic advice. Richard is a graduate of Exeter University and has been working as an Investment Manager since 2001. Richard is a former trustee of a local charity and has developed a strong link with both local and national charity contacts and is now actively involved in looking to develop his work within the charity sector. In conjunction with two independent partners, he now regularly runs a charity workshop to provide a facility for charity contacts to discuss issues which are relevant to the sector at the current time. Richard lives in Exmouth, with his wife and two children. When the commitments of a busy family life allow, Richard enjoys most sports and visits a gym regularly.


Alistair Mitchell

Investment Manager

Biography

More about Alistair

Alistair is an experienced private client Investment Manager having started his investment management career in the City over thirty years ago. It was a real 'baptism of fire' as it was only a few months prior to the infamous October 1987 'crash'. This and the subsequent ups and downs in the markets have provided Alistair with invaluable experience of managing portfolios in differing and difficult market conditions. Alistair is a Fellow of the Chartered Institute for Securities and Investments and manages portfolios on behalf of a range of private individuals (including SIPPs), trusts and charities.


Aamna Mobashar

Portfolio Analyst

0207 149 6119

Biography

More about Aamna

Aamna Mobashar joined Charles Stanley in 2015, having studied at London School of Economics and Political Sciences reading Finance and Economics. Aamna’s role within the Team is as Portfolio Analyst and assists the Head of Team with all aspects of Portfolio Management.


Phill Moonie

Senior Investment Manager

0170 222 1708

Biography

More about Phill

Phill has been at Charles Stanley for over 25 years after joining our back office in 1993. Having worked his way up from the Contracts Department, he has taken all the relevant exams to become a Fellow of the Chartered Institute of Securities & Investments. Phill has been actively managing a range of clients’ portfolios for over 20 years and offers a bespoke management service for private clients, trusts, personal pensions and company accounts. Having reached the 25 year mark in the City, Phill had the opportunity to move offices and bring his wealth of experience to the Leigh-on-Sea Branch, having known the team for many years, as he lives locally. He currently resides in Leigh-on-Sea with his wife Anne-Marie, and children Alana and Ollie. What spare time he has, he enjoys boxing and football and is a Tottenham Hotspur season ticket holder.


Stephanie Morgan

Investment Managers Assistant

0139 245 3600

Biography

More about Stephanie

Steph joined Charles Stanley in December 2015 and built on her existing admin experience to gain a deeper understanding of the investment industry. Steph is an experienced member of the team delivering a high level of service for clients managed by Chris, Charlotte and William and is an Information Provider, allowing her to provide all levels of information on portfolios outside of advice. She also holds two of the three papers required for the CISI Investment Operations Certificate. Steph spends most of her spare time as Chairman of her local amateur dramatics society ensuring the smooth running of the company.


Christopher Morgan

Senior Investment Manager

0122 587 8999

Biography

More about Christopher

Christopher spent 22 years in the Royal Navy as a Chartered Engineer, mostly in nuclear-powered submarines. On leaving the Navy in 1994 he joined Laws & Co in Bristol, subsequently part of the Greig Middleton Group. He was invited to join Charles Stanley in 2001 to run the Bath office but stepped aside from this aspect in 2013 to concentrate on his role as an investment manager. His clients include individuals, families, small companies/businesses, trusts, charities and pension funds. Christopher has a BSc in Marine Engineering (from the Royal Naval Engineering College), a post-graduate Diploma in Nuclear Technology (Royal Naval College, Greenwich) and is a Chartered Fellow of the Chartered Institute of Securities and Investments. He is a trustee of the Princess Anne’s Charities Trust and Whitehill Chase Foundation Trust. Past passions such as sailing, polo and horses have passed by the wayside but tennis, ski-ing and country pursuits continue. Christopher is married with two sons and lives in North Wiltshire.


David Morris

Director of Financial Planning Proposition


Scott Morrison

Director of Financial Planning

0122 405 2071

Biography

More about Scott

Scott is a Chartered Financial Planner and Fellow of the Personal Finance Society who opened our Aberdeen office in 2018. Scott joined Charles Stanley from another national firm of advisers where he spent 20 years, rising to the level of Partner. He deals with a wide range of clients throughout the North and North East of Scotland, including Inverness and the Shetland Isles. Clients include Partners of Law and Accountancy practices and professionals in the Oil and Gas sector.


Connor Morrow

Trainee Investment Advisor

0141 483 1504

Biography

More about Connor

Connor joined Charles Stanley in 2020 as a Trainee Investment Advisor. Connor holds a Bachelor’s degree in Accountancy from Glasgow Caledonian University and also successfully secured a Scholarship to study for a Master’s degree in Accounting and Finance, which he passed with Merit. He is currently pursuing his professional exams with the Chartered Institute of Securities & Investments in order to become an Investment Manager. Connor aids in the management and administration of both Kris’ & Mary’s advisory and discretionary portfolios. Outside of work, Connor spends his time playing chess, reading and stargazing.


Michelle Murphey

Paraplanner

0289 693 1914

Biography

More about Michelle

Michelle Murphy joined Charles Stanley in September 2019, having previously worked at Tilney and Grant Thornton. Michelle is a graduate of Queens University Belfast with a BSc Hons Economics degree as well as holding the CII Level 4 Diploma in Financial Planning along with Certificates in Financial Planning and in Life & Pensions. With over 12 years paraplanning experience, Michelle covers all research areas of pensions, protection, investment management, and taxation. Michelle provides the best solutions following research that meet clients’ individual financial needs and translates this into bespoke reports and supporting evidence for consideration by our clients. She also undertakes analytical work including cash flow, asset allocation and investment modelling. Michelle helps support the Financial Planning Team provide the best client journey experience.


Nicholas Muston

Director of Private Clients & Charities

0207 149 6610

Biography

More about Nicholas

Nic Muston has over 25 years’ experience in the financial services industry and has specialised in the investment of charitable funds for the last twenty years. He is a fully qualified Chartered Fellow of the Chartered Institute of Securities and Investment. After 5 years working for a Norwich based Stockbroker he joined Greig Middleton Stockbrokers in 1996. This evolved into Gerrard Investment Management and which was subsequently acquired by Barclays Wealth. He moved to Charles Stanley in 2007 and looks after a wide range of charitable accounts including faith based charities, medical, grant giving and many more. He is based in the London head office and in his spare time is kept busy by his wife and two young sons.


Tsitsi Mutiti

Investment Manager

0207 149 6272

Biography

More about Tsitsi

Tsitsi Mutiti joined Charles Stanley in 2007 and is a Chartered Fellow of the CISI. Tsitsi manages bespoke Discretionary portfolios for private clients, charities and trusts. She also covers industrial companies and UK funds for the team buy list. Tsitsi is a founding member of the Innovation Through Inclusion Group which supports, Charles Stanley’s diversity agenda and a member of the Editorial Panel of the CISI’s magazine, The Review. In 2018 Tsitsi was awarded the Women In Finance Rising Star of the Year Award and in 2019 she received the Bronze Woman of the Year Rising Star Award at the Citywealth 2019 Powerwomen Awards. Through Inclusion Group which supports, Charles Stanley’s diversity agenda. Tsitsi is also a member of the Editorial Panel of the CISI’s magazine, The Review. In 2018 Tsitsi was awarded the Women In Finance Rising Star Award and in 2019 she received the Bronze Woman of the Year Rising Star Award at the Citywealth 2019 Powerwomen Awards.


Jo Mysko

Branch Assistant

0160 367 1500

Biography

More about Jo

Jo’s employment background has covered both the private and public sectors of industry. After having lived abroad for a few years, Jo moved back to her home county of Norfolk and subsequently joined the Norwich branch of Charles Stanley in January 2016.

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