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Charles Stanley

Our People

A B C D E F G H J K L M N O P R S T V W Y

Sammy O'Brien

Investment Management Assistant

0148 323 0815

More about Sammy

Sammy O’Brien came to us from a legal background and joined Gerrard in 2005 which then evolved into Barclays Wealth and latterly moved to Charles Stanley in 2007. Charles and Sammy have built up a strong and definitive Probate Valuation Department with local solicitors in the Guildford and surrounding area. She provides administrative and secretarial support to the team and is often the first point of contact for the majority of the team's clients. Her interests include singing, acting and directing and she has written her own musical which was performed in Dorking. During the current COVID19 crisis Sammy has been singing to the residents in care homes in and around Surrey.


Sean O'Flanagan

Senior Investment Manager

0207 149 6782

More about Sean

Sean O’Flanagan, Chartered FCSI, joined Charles Stanley in July 2012 and is responsible for the Inheritance Tax Portfolio Service. Sean started his investment management career in 1998 and has a proven ability to manage discretionary portfolios on behalf of private clients and institutional investors across a broad spectrum of sectors and market capitalisation ranges.


Helena Oakes

Secretary

0130 525 1155

More about Helena

Helena's career began in the West End of London at a leading UK firm of Solicitors with whom she worked for twenty years. Looking for a change of direction, she and her family left London for Dorset where she subsequently joined Charles Stanley as a part time secretary in 2007. She now provides secretarial and administrative support to Sam Houston and Marie Alford. Helena enjoys family life and when time permits likes to socialise, cook, attend Pilates classes and walk on the beach.


Simon Olstead

Investment Management Assistant

0207 149 6780

More about Simon

Simon joined Charles Stanley in 2010, having previously worked at Insinger de Beaufort (Jacobson Townsley) for over 25 years, in various front & middle office roles. Simon has a degree in Economics from the University of York. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment.