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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

Katie Tasker

Investment Manager

0207 149 6801

More about Katie

Joined Charles Stanley in 2011 from Brewin Dolphin. Katie looks after private clients, charities and trusts, and has completed the Chartered Wealth Manager qualification gaining the highest mark in the country for one of the papers. She sits on the Portfolio Construction Theory Exam Panel, Charles Stanley’s Diversity Committee and the Wealth Management Forum Committee.


Martin Tatlow

Investment Manager

0121 452 2915

More about Martin

Martin started his financial services career in 1972, initially working in the Executor, Trustee & Investment office of the Midland Bank before moving on to Birmingham based stockbrokers, Smith Keen Barnett. During his long career he was a member of the old London Stock Exchange and was a director of stockbrokers Greig Middleton and Gerrard. In 2005 along with several colleagues he established the Birmingham office for Charles Stanley. At the week end Martin can be found on the riverbank, course fishing. He is also a mean backgammon player and enjoys the psychological warfare of Texas Hold'em.


Warren Terry

Financial Planner

0207 149 6397

More about Warren

Warren joined Charles Stanley in 1991 and is a senior consultant within the Financial Planning department. He has 30 years’ experience advising individuals on pensions, investments, protection and estate planning. Warren is a Chartered Fellow of the Chartered Institute of Securities and Investment and holds the Chartered Insurance Institute Diploma in Financial Planning.


Wyn Thomas

Senior Investment Adviser

0122 587 8985

More about Wyn

Wyn is an Investment Advisor in the Bath team, having joined Charles Stanley in 2008, after 21 years in retail banking. He has built a number of long-standing relationships with third party introducers, including IFAs, Financial Planners and Solicitors. Wyn is a keen sports enthusiast, and especially enjoys watching rugby and following his home town team of Llanelli Scarlets.


Patrick Toes

Investment Manager

0113 200 5243

More about Patrick

Patrick has spent over 25 years as an investment manager and holds an associate membership at the Society of Investment Professionals (ASIP). He started his career in Hong Kong working for KPMG and subsequently in currency markets before returning to the UK to join Homeowners Friendly Society in 1991 where he was part of a team which initially managed the mutual’s own investment portfolio and, latterly, much of the group’s life funds. This gave him a wide experience in research and investment management including direct equity, both in the UK and overseas, collectives and fixed interest. Additionally, an area which remains of interest is environmental and ethical matters managed within a sustainable growth mandate. In 1998 Patrick gained an MSC in Investment Analysis at Stirling University. In 1999, he joined Rensburg Sheppard (now Investec Wealth) as a discretionary investment manager and latterly as senior investment director, responsible for over £200 million of private and corporate clients. Patrick was responsible for setting up the fund selection process and stood as chairman of their asset allocation and fund selection committees. Patrick joined Myddleton Croft in 2009 where he chaired the investment committee which had a cautious, but pragmatic, approach to investment strategy and asset allocation. As head of the investment team at Myddleton Croft, he spent much of his time on independent investment research, managing client portfolios day to day and speaking to and meeting private clients and advisors. Having spent a good deal of his formative years in Hong Kong, Patrick has a strong affinity for Asian culture and his keen interest in horseracing (and horse breeding) developed there. He is a member of York racecourse.


Neil Torney

Director of Financial Planning

0289 693 1912

More about Neil

Neil joined Charles Stanley as Director of Financial Planning in 2019 , he has been advising private clients and their families for over 25 years, most recently at Tilney and Grant Thornton .Neil specialises in Financial cash flow modelling, use of trusts, inheritance Tax and estate planning. He is a pension transfer specialist and provides advice on retirement income generation and investment solutions .


Peter Treverton-Jones

Investment Manager

0121 452 2965


Charles Turton

Branch Manager

0148 323 0817

More about Charles

Charles Turton has over 25 years of experience in the financial services industry. He is a fully qualified Chartered Fellow of the Chartered Institute of Securities and Investment and is the Branch Manager of the Guildford office He graduated from Durham University and joined Greig Middleton Stockbrokers in 1994. This evolved into Gerrard Investment Management and subsequently Barclays Wealth. He moved to Charles Stanley in 2007. He became a Fellow of the Securities Institute in 1998 and specialises in Private Client, Trust, Charity and Pension portfolio management. He was born locally in Dunsfold, now lives on the outskirts of Guildford and enjoys his walk to work. In his spare time he is kept busy by his wife and young daughter. He is a Director of the Charlotteville Jubilee Trust, a local charity, and has a general interest in skiing, boating and classic cars.