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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

James Rae

Investment Manager

0207 149 6205

More about James

James joined the Charles Stanley IHT team in July 2017.  Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers, in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service.  During his time there James oversaw a period of very strong performance and inflows.


Deborah Randell

Administrator


John Redpath

Executive Director of Financial Planning

0131 550 1215

More about John

John is a qualified Chartered Financial Planner with 28 years experience. He has responsibility for both client advice and managing Charles Stanley Financial Planning in Scotland. A Graduate of Strathclyde University, John joined Charles Stanley in January 2018 following a successful career at Towry Ltd and Tilney where he was the Managing Partner.


John Redwood

Chief Global Strategist

0207 149 6121

More about John

John Redwood has been an investment Director and Head of Investment research, the Chairman of a couple of global international industrial companies, a Non Executive Director of an Investment Trust and an active value investment fund, and a co- founder of an investment company that pioneered dynamic asset allocation investing through index tracking funds. He is now part time Chief Global Strategist of Charles Stanley, running a demonstrator fund and writing about it in the FT and providing regular commentary on China, the USA and the EU economies and markets.


Samantha Reilly

Administrator

0131 550 1223

More about Samantha

Samantha joined Charles Stanley Edinburgh in January 2016. She previously worked for Stocktrade as an Administrator. Samantha supports Adam Page and David Steel with administrative tasks within the team and also assists with the Branch’s Corporate Actions. Outside of work Samantha is part of the Girl Guides and volunteers as a Rainbow leader in her local community.


Nick Richardson

Investment Manager

01223 310 073

More about Nick

A graduate of the University of Manchester, Nick graduated with a degree in Mathematics in 2007. He has worked for a number of stockbrokers and wealth managers before relocating to Cambridge in 2013 to join the Charles Stanley team where he manages investment portfolios for a range of private clients, trusts & charities. He enjoys meeting with clients and building long term relationships with them and their families as a trusted advisor. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and volunteers on their exam panel. Outside of work, Nick is a passionate rower and volunteers time as a coach for the Cambridge 99 Rowing Club, when he is not rowing himself. Nick also enjoys travelling, trying new cuisines and cooking for friends and family.


Daniel Riddaway

Portfolio Manager

0207 149 6307

More about Daniel

Daniel is a portfolio manager within Charles Stanley’s Fiduciary Management Team, having joined Charles Stanley in May 2015. He supports all areas of the fiduciary management service, with particular focus on strategic modelling and portfolio construction. Prior to joining Charles Stanley, Daniel worked at Capita Employee Benefits as an Investment Analyst. Daniel is a CFA Charterholder, holds the Investment Management Certificate, and has a first-class honours degree in Mathematics from the University of Warwick.


Will Ritson

Director of Private Clients

0207 149 6357

More about Will

Will is a Director of Private Clients and has been with Charles Stanley for over 20 years. Will joined Charles Stanley in 1999 having previously worked as a Lloyd’s insurance analyst, before becoming a Director of two Lloyd’s agencies, H.G. Jago Ltd and CBS Ltd. Will looks after a wide range of private clients including a number of landed estates and their families, encompassing ISAs and SIPPs as well as a number of trusts and charities. Will is a Chartered Fellow of the Chartered Institute of Securities and Investment.


Jeremy Robinson

Senior Investment Manager

0207 149 6641

More about Jeremy

Jeremy joined Charles Stanley in 2005 and has been in the industry since 2003, having previously worked as a financial advisor. He constructs actively managed, multi-asset portfolios specialising on private clients, trusts and intermediate clients. He is a Chartered Fellow of the Securities Institute and sits on the Collectives Committee. In his free time, Jeremy is a Trustee and coaches amateur rugby.


Dawn Robinson

Investment Manager's Assistant

0207 149 6358

More about Dawn

Dawn joined Charles Stanley in 1986, having worked with the MAPS investment team for the last 9 years prior to this as a personal assistant for 15 years with a Broker (now retired) and the previous 10 years in the general office.   Dawn has vast experience and knowledge of  working with clients, systems and process within Charles Stanley.   Dawn is a Chartered Member of the Securities Institute as well as passing the Securities Representative Examination  (1995) and Operations Management Certificate (1999).  


Matthew Roffey FCSI

Chartered Wealth Manager

0120 231 7788

More about Matthew

After graduating from University with a degree in Applied Economics, Matthew spent several years gaining experience in a number of companies within the financial services industry before joining the Reading office of Charles Stanley in 2001 to begin his career in investment management. A move to the Bournemouth office in 2004 has seen Matthew further his career in this field, providing services to private clients, including ISAs and SIPPs, Trusts and Charities. Matthew is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI) and a CISI diploma holder.


Craig Ross

Director of Financial Planning Proposition

0131 550 1238

More about Craig

Craig joined Charles Stanley in 2019, having previously worked at Standard Life’s financial planning firm, 1825. / having studied at Edinburgh Napier University reading Business Economics & Financial Services. Craig oversees the design and delivery of our financial planning proposition, striving for great client experience and operational efficiency.


Paul Russell

Investment Manager

0139 245 3600

More about Paul

Paul is an Investment Manager involved in the construction and ongoing management of bespoke investment portfolios, predominantly for private individuals. He prides himself on the high level of service he provides to clients and their advisors to meet their individual needs. Paul is a Chartered fellow of the Institute for Securities and Investments and holds the Level 7 Masters in Wealth Management qualification. Paul has always worked in Exeter having started his career in the financial industry in 2005 before joining Charles Stanley in 2011. Paul lives in South Devon with his wife and two daughters and in his spare time enjoys playing and watching most sports, particularly cricket.


Fiona Russell

Investment Managers Assistant