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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

Will Walker-Arnott

Senior Investment Manager

0207 149 6687

More about Will

Will is an investment manager who has been working at Charles Stanley since 2006. He is a regular business guest on BBC Radio 4’s Today programme. Will won the coveted ‘Future Leader in Wealth Management Award’ at the Spear’s Wealth Management Awards 2014. Outside work, Will is a Governor at Haileybury College and chairs their investment committee. He is also trustee for the Amber Trust, a charity that provides musical therapy to blind children. He has a BSc. (Hons) in History and Sociology from Durham University.


Stuart Walton

Senior Paraplanner & Trainee Financial Planner

0121 452 2919


Shaun Walwyn

Client Operations Associate

0207 149 6522

More about Shaun

Shaun Walwyn joined CS in 2011. He is level 4 qualified and holds the Investment Advice Diploma.


Abi Ward

Trainee Investment Adviser

0207 149 6159

More about Abi

Abi graduated from the University of Exeter in 2016 where she achieved a 2.1 in Economics and Politics. In October 2016 she joined Charles Stanley originally in the Portfolio Services team and in April 2017 she transferred to the IHT team.


Lily Warne

Wealth Managers Assistant

0122 587 8991

More about Lily

Lily joined Charles Stanley in spring 2018 as an Investment Managers Assistant, and in summer 2019 took on the role of Wealth Managers Assistant assisting Tom De Burgh Williams, Ed Playne and Phil Epsley. Joining Charles Stanley with over 7 years’ experience working in administration, spending the last few years in financial services. She joins the team in a position where she can best utilise her skills and provide support across the Investment and Financial Management teams and their clients. Lily moved to Bath in 2015 after living abroad for 2 years in Australia and Ireland, she is an avid reader, travelling enthusiast, and cricket widow!


Hayley Warner ACSI

Trainee Investment Adviser

0186 532 0012

More about Hayley

Hayley graduated from Bath with an English Literature Degree in 2012. She joined Charles Stanley in February 2014 and has completed the CISI Level 3 Certificate in Investment Operations and the CISI Level 4 Diploma in Investment Advice. She is currently studying towards the CISI Masters in Wealth Management to become a Chartered Fellow of the Chartered Institute for Securities and Investments. On weekends in between studies, Hayley spends time catching up with friends, watching live music and has been known in the past to take to the stage herself as a singer in a soul band!


Henry Webster

Investment Manager

More about Henry

Henry joined Charles Stanley on the graduate scheme in 2012 having read History at Newcastle University. He qualified as an Investment Manager in early 2015 after completing the CISI Masters in Wealth Management exams. He is a Chartered Fellow of the Institute for Securities and Investments. Henry captains the Charles Stanley cricket,team and recently featured in the company’s “Conversation Starters” Media campaign.


Nicola West

Branch Director & Senior Portfolio Manager

0139 245 3600

More about Nicola

Nicola gained a BA Honours in Economics from Exeter University before joining Barclays Wealth on their graduate training scheme in 2004. She spent a year gaining experience in different areas of the business while studying for her industry qualifications. She now leads the portfolio management team in Exeter, as well as creating and managing bespoke private client portfolios for Charlotte & Chris.


Garry White

Chief Investment Commentator

0207 149 6713

More about Garry

Currently Chief Investment Commentator at wealth manager Charles Stanley, I have spent most of my career as a financial journalist. Previously the share tipster at the Daily and Sunday Telegraph – recommending equity investments in a daily column, and European market commentator at Standard & Poor’s, I have been looking at equity markets for more than 20 years. A scientist by training, I now seek to identify long-term trends, as well as uncovering the meaning behind unusual market movements. Today I want to look at the trend that have driven markets over the last ten years, with and emphasis on technology, then ask what the future holds for one of the most important sectors in markets today.


Jennifer Whitehouse

Administrator

0113 200 5238

More about Jennifer

Jennifer recently joined Charles Stanley, After completing a degree in Writing, Directing & Performance at the University of York, she began her career at Northallerton Headquarters with North Yorkshire Police having gained secretarial and PA skills working alongside senior management within the ICT department and also worked as Project Management Officer for the organisation’s Programme Manager. Jennifer is a keen writer and playwright with hopes to become a published author and she also enjoys travelling and attending the theatre.


Sally Williams

Paraplanner


Charlotte Wiltshire

Investment Manager's Assistant

0207 149 6638

More about Charlotte

Charlotte joined Charles Stanley in 2008, with over 8 years supporting the Investment Team and previously working in the Portfolio Services Department gaining detailed knowledge of internal systems and processes. Charlotte has achieved the CISI Investment Advice Diploma and CISI Investment Operations Certificate.


Tim Windram

Chartered Financial Planner

0116 366 6212

More about Tim

Tim is a Chartered Financial Planner who joined Charles Stanley in 2013, having previously worked at Brewin Dolphin. Tim has worked in the financial services industry since 2000, and specialises in providing advice on tax planning – including pensions and (in particular) Inheritance Tax. Outside of work Tim enjoys spending time with his family, watching Leicester City play and running parkruns and Marathons.


Jason Winslow FCSI

Director of Private Clients

01202 317788

More about Jason

Jason is a Senior Investment Manager and a Fellow of The Chartered Institute for Securities and Investment. He has worked at Charles Stanley since 1992 and was one of the group of brokers that set up the Bournemouth office of Charles Stanley in that year. Jason has more than 30 years of broking experience.


Tina Wood

Operations Manager

0131 550 1276

More about Tina

Having joined Torrie & Co in 1990 Tina is one the longest standing members of the Charles Stanley Edinburgh team. Tina is responsible for operations matters in the Edinburgh office and with her wealth of knowledge and experience she also assists David Steel and Adam Page on the investment management side of the business.


Clive Worlock

Director of Private Clients

0207 149 6540

More about Clive

Clive joined Charles Stanley in 2011, having previously worked at Hoare Govett, Robert Fleming and latterly, BNP Paribas. Clive looks after private clients, charities and trusts on a Discretionary basis. He is a Director of Private Clients and a Chartered Fellow of the Securities Institute. He is an active member of the firm's Investment Strategy Committe and also sits on the UK and International Equity Strategy Committes and retains an active interest in Technical Analysis and Behavioural Finance In 2019 Clive was named Wealth Manager of The Year in the City of London Wealth Management Awards.


James Wynn

Investment Manager's Assistant

More about James

James joined Charles Stanley in November 2016 after graduating from College. James provides support to our Investment Managers and is an integral part of our administration team. He is currently studying towards a degree in Business Management and Economics via The Open University. James is passionate about weight training and boxing and enjoys watching American Football.