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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

Tom Scarborough

Director of Private Clients

0207 149 6885

Biography

More about Tom

Tom joined Charles Stanley in March 2012 having spent over 11 years at Gerrard Investment Management, and subsequently Barclays Wealth, managing investment portfolios for private clients as well as for pensions, trusts and charities. Prior to this Tom worked within the diamond industry for De Beers, based primarily overseas in Africa.


Emily Scholes

Investment Manager's Assistant

0120 231 7788


Simon Scott-White, Chartered FCSI

Branch Manager

0186 532 0007

Biography

More about Simon

Simon is the Branch Manager for the Oxford office as well as an Investment manager looking after private clients, Trusts and Charities. He graduated with an honours degree in Rural Estate Management from the Royal Agricultural College Cirencester in 1995. After graduating he worked for an asset financing company until he joined Capel Cure Sharp at the height of the tech boom, this company was then merged into Gerrards which later was blended into Barclays Wealth. In 2005 Simon joined the Charles Stanley Oxford team and he was promoted to Branch Manager four years later.


Preksha Shah

Associate Portfolio Manager

0207 149 6980

Biography

More about Preksha

Preksha is an Associate Portfolio Manager within Charles Stanley’s Fiduciary Management Team. Prior to joining Charles Stanley, Preksha worked at M&G Investments and T.Rowe Price where she specialised within Fixed Income. Preksha holds a degree in Economics from the London School of Economics.


William Shaw

Director of Private Clients

0207 149 6372

Biography

More about William

William Shaw started working in the stock market for Shaw & Co just in time to witness the crash of 1987, having spent the early years of his career as a grain trader. He joined Charles Stanley after they took over Shaw & Co in 1997. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Working closely with Will Le Blanc-Smith he manages portfolios for a wide range of private clients, trusts and charities. He lives in Cambridgeshire, with his wife and their two sons.


Ria Shepheard ACSI

Office Manager

0186 532 0001

Biography

More about Ria

Ria joined Charles Stanley in early 2011 after working as an Insolvency Administrator. Ria heads up the Administration Team in the Oxford office and has recently completed a Diploma in Leadership and Management, gaining a Merit. She coordinates all events and seminars for the Oxford office and manages all aspects of the office including monitoring client’s suitability, assisting with client matters, trading and Facilities management. In her spare time, Ria enjoys baking – being dubbed the ‘Mary Berry of Charles Stanley!’. She is a fan of all sports, her favourite’s being football, NFL & Cricket and enjoys clay pigeon shooting on a weekend. Ria is a history lover, especially the Tudor reign, and enjoys visiting historical sites around the country when she can.


Ed Shooter

Director of Private Clients

020 7149 6376

Biography

More about Ed

awaiting bio


Paul Shotter

Director of Private Clients

020 71496503

Biography

More about Paul

Joined Charles Stanley in 2003, Paul manages a range of bespoke portfolios inclusive of private clients, charities, pension funds and trusts. Paul was one of the first 1,000 personally Chartered Fellows of the Institute for Securities and Investments and was previously a member of the editorial panel for the professional institutes – ‘Securities & Investment Review’ monthly magazine.


Austyn Shuttlewood

Investment Manager

0207 149 6445

Biography

More about Austyn

Austyn joined Charles Stanley in October 2010, having started his career at Robert Fleming & Co. More latterly he worked for Prudential Bache and finally BNP Paribas. Austyn looks after private clients, charities and trusts on a discretionary basis. . He is a Chartered Member of the Securities Institute.


James Silcock

Senior Investment Manager

01702 221705

Biography

More about James

James is an investment manager with over 20 years’ experience in financial markets. He is responsible for private clients, trusts, personal pensions and probate as well as working closely with a number of local IFAs, solicitors and accountants. Tim and James formed a partnership and moved to Charles Stanley in 1998 where they have created a business model offering bespoke investment management. James now lives in Leigh-on-Sea with his wife and two sons. James and his wife share a passion for scuba diving and underwater videography.


Anna Simmonds

Investment Manager

01223 310 086

Biography

More about Anna

Anna holds a master's degree in Finance and Banking from the Warsaw School of Economics. She joined Charles Stanley in 2004 where she creates bespoke discretionary portfolios for private individuals, trusts, pensions and charities. She is a Chartered Fellow of the Institute for Securities & Investment, passing the CISI Diploma with the highest score of the year across the entire industry. Outside of work, Anna enjoys planning her traveling adventures which allows her to explore different cultures and places with her husband and young son.


Conrad Simmons

Director of Private Clients

020 7149 6161

Biography

More about Conrad

Conrad Joined Charles Stanley in 1998 and is a Director of Private Clients. Conrad looks after investment portfolios for private clients, trusts, companies and charities and is a Chartered FCSI.


Rebecca Simpson

Senior Investment Manager

020 7149 6250

Biography

More about Rebecca

Rebecca started her career in Paris before moving to London and joining Alistair King in the Research Department in 1993. Rebecca is a senior investment manager and specialises in looking after multi-generational families and covers the pharmaceutical and property sectors and the US market for her team. She is a Chartered Fellow of the CISI.


Laura Slater

Joint Head of Paraplanning - North


Adam Smith

Investment Manager/Chartered FCSI

0132 343 7440

Biography

More about Adam

Adam began his investment management career with Brewin Dolphin in 2004 after graduating with a degree in Accounting with Business Management. He moved to Charles Stanley in 2011. Adam is married to Alexandra and they have a young son. His interests outside of work include football and golf and he proudly admits to being a supporter of Arsenal Football Club.


Lucy Smith

Personal Portfolio Service Assistant

0207 149 6201

Biography

More about Lucy

Lucy joined Charles Stanley in June 2019, having studied at the University of Nottingham reading Geography. Lucy is currently in the process of taking her exams to become a qualified Investment Manager.


James Smith

Branch Manager/Chartered FCSI

0132 343 7440

Biography

More about James

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He started his investment career with Brewin Dolphin, where he spent 11 years. In June 2011 James joined Charles Stanley’s Eastbourne Office as an Investment Manager, managing portfolios for private clients, trusts and charities. In February 2013 James was appointed Branch Manager of the Eastbourne Office. James is married to Daniela and his interests include all forms of sport but, in particular, golf and football, as well as films, music and D.I.Y.


Tracy Smith

Investment Manager

01752 675693

Biography

More about Tracy

Tracy’s career in the stockbroking industry has spanned thirty years. She is a Chartered Fellow of the Chartered Institute for Securities and Investment as well as a member of the Personal Finance Society and the CII. Tracy specialises in private client investment management on both a discretionary and advisery basis. In her spare time she enjoys walking her 4 dogs and going to the theatre.


Jonathan Snell

Senior Investment Manager

0207 149 6304

Biography

More about Jonathan

Jonathan has over a decade of investment experience and joined Charles Stanley in 2014, having previously worked at Coutts and PSigma IM. He studied at UWE Bristol reading Accounting and Finance with a year at Hargreaves Lansdown. Jonathan looks after private clients, charities and trusts on both a Discretionary and Advisory basis. He is FCA Level 7 with the CISI Chartered Wealth Manager qualification.


Gregory Snell

Investment Manager

0121 452 2940

Biography

More about Gregory

Gregory is an Investment Manager in the Birmingham office and builds portfolios for private clients and intermediary’s, taking into consideration the client’s individual circumstances to create truly bespoke portfolios. Gregory has over 5 years of experience in the financial services industry and is a Chartered member of the Chartered Institute of Securities and Investments, having completed the Level 7 Masters in Wealth Management. In his spare time, Gregory enjoys golf, football and running along the Birmingham canals.


Liam Soleil

Paraplanner


Jeremy Spain

Analyst (Fixed Income) & Portfolio Manager

0207 149 6598

Biography

More about Jeremy

Jeremy joined Charles Stanley in March 2011 and has almost thirty years’ experience in capital markets, specialising in fixed income and credit analysis for some of the City of London’s highest rated firms in both physical and derivative securities. He sits on Charles Stanley’s Investment Strategy Committee and co-manages the fixed income allocation of the Asset Management Division’s open-ended investment funds.


Gary Spencer

Investment Manager

0161 828 0228

Biography

More about Gary

Gary is a Chartered Fellow of the Chartered Institute for Securities and Investment and started his career as dealer at TD Waterhouse in 2000. In 2004 he joined Brown Shipley where he spent 2 years as a broker’s assistant before moving to Charles Stanley in 2006. Gary qualified as an Investment Manager in 2006 and gained personal Chartership in 2010. He specialises in discretionary portfolio management for private clients, trusts, pensions and corporations. Gary is married with three young daughters. In his limited spare time, he trains together with his family in kickboxing, ju-jitsu and karate in which he, his wife and eldest daughter hold black belts, and also likes to play electric guitar.


Lisa Spruce

Team assistant

0289 693 1913

Biography

More about Lisa

Lisa joined Charles Stanley in the summer of 2019.  She has over 20 years’ experience of working in the financial services sector and previous employment included Tilney, Kerr Henderson and Bank of Ireland Financial Services.  Lisa’s primary function within Charles Stanley is to provide administrative support to the Financial Planning Team and assist in the smooth operation of the Belfast office.  Outside of work Lisa enjoys cooking, reading and spending time with her family.


David Steel

Investment Manager

0131 550 1237

Biography

More about David

David joined Torrie & Co in the summer of 1999 having been with Bell Lawrie White (Brewin Dolphin) for over a decade. In 2002 Torrie & Co joined Charles Stanley as the Edinburgh branch. He is a fully qualified Chartered Fellow of the Securities Institute having completed the Institute’s diploma exams. Investment advice is given to individuals and increasingly their families as well as SIPPs, Charities and Trusts on a Discretionary basis.


Rebecca Stein, Chartered FCSI

Investment Manager

01865 320018

Biography

More about Rebecca

Rebecca’s career in financial services began in 2011. For the first part of her career, Rebecca worked for a company that provided investment administration and custody solutions to Investment Managers. It was during this time spent with the Investment Managers, that Rebecca took an interest in the stock market. Rebecca decided to join Charles Stanley in 2015 and has now completed the Investment Operations Certificate, the Investment Advice Diploma and the Level 7 Wealth Management Diploma. In 2017 Rebecca became a Chartered member of the CISI. Rebecca enjoys the technical side of the role, including building portfolios, researching investments and the macro environment but she also enjoys building relationships with clients and professionals. Rebecca has held many events in and around Oxford including educational seminars, ladies events and presentations in conjunction with other professionals.


John Stewart

Investment Manager

01752 675684

Biography

More about John

John joined Charles Stanley in 2005. John is a Fellow of the Chartered Securities Institute and holds the Securities Institute Diploma. John manages portfolios for Charities, Trusts and private clients. In his spare time he enjoys sailing and is a keen club tennis player.


Beckie Stewart

Office Assistant

01865 320000

Biography

More about Beckie

Beckie lives in Witney, Oxfordshire. Upon completing her Level 2 and 3 NVQ in Complimentary Beauty Therapy and Holistic Massage, she then went on to start a private Executive PA and Business Course at Oxford Media and Business School. Where she was trained in all the areas of PA work. Beckie provides support to the office with all administrative matters, including client queries, telephone calls, meetings and post duties. In her spare time, Beckie enjoys going to the theatre, shopping trips to London and brunching with friends.


Ed Stone

Director of Charities and Private Clients

0207 149 6276

Biography

More about Ed

Ed joined Charles Stanley in 1999 and he is a Chartered Fellow of the Securities Institute. Ed manages portfolios for private clients, charities and trusts. Ed is a member of the Firm's Investment Stategy Committee. Outside of work Ed enjoys spending time with family and playing guitar.


Christopher Stothard

Executive Director of Financial Planning

020 7149 6439

Biography

More about Christopher

With over 34 years of experience working within financial services, there is not much Chris hasn’t seen from the industry! Prior to joining Charles Stanley as Head of London Financial Planning and Executive Director of Financial Planning; Chris worked as a bank manager for 11 years and, quite uniquely, has previously been selected to give lottery winners financial structuring and investment advice. Chris is married with three daughters, plus a granddaughter. He is also an avid sports fan, especially rugby and cricket; having even followed the England cricket team overseas. Now, with two of his daughters at university and a season ticket to St James Park, Chris has a little more time to devote to his beloved football team, Newcastle United – go Magpies!

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