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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

Neil Batchelor

Administration Assistant

0207 149 6382

More about Neil

Neil has worked within Wealth Management for 30 years in various administrative functions and has specialised in Court of Protection for 15 years. Neil runs the day-to-day administration for our team and has extensive experience in dealing with the Court and Office of the Public Guardian.


Richard Beech

Investment Manager

0161 828 0233

More about Richard

Richard is a graduate of Nottingham University and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Richard has a wealth of experience in stockbroking, he joined the Manchester branch in 1999 previously having worked at Charles Stanley’s head office in the City of London. He manages investments for private clients across all the various service levels. Richard lives on the Wirral with his wife Rachel and his three daughters. Outside of the office he coaches his daughter’s hockey team, plays golf at Caldy Golf Club and has a season ticket at Liverpool Football Club.


Charlotte Benge

Investment Manager

0207 149 6684

More about Charlotte

Charlotte Benge joined Charles Stanley in 2009, Charlotte looks after private clients, charities and trusts on both a Discretionary and Advised basis. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.


Richard Berry

Director - Investment Management

0207 149 6723

More about Richard

Richard joined Charles Stanley as a senior investment manager in 2005, having been with Gerrards for 15 years. He has been in the market for some 40 years, although initially had a spell as a professional musician and in later years left the City for 2 years to run a family engineering business following the death of his father. He attained a post graduate Diploma in Management Studies from Aston University Business College and is a Chartered Fellow of the Securities Institute and a member of the Economics Research Council. He manages both advisory and discretionary portfolios on behalf of private clients, trusts and individual pension funds. Apart from playing music, his main hobby is sailing off the Isle of Wight.


Carolyn Black

Investment Manager

More about Carolyn

Carolyn graduated from Loughborough University Business School with a First-Class Honours degree and is a Chartered Fellow of the Chartered Institute for Securities & Investments. She has worked in the industry for over twenty years, investing in a variety of assets for a diverse private client base, which includes trusts, charities, pensions and companies. During this time, she has developed strong relationships with IFAs, solicitors and accountants and is passionate about ensuring clients are offered a holistic and bespoke approach to their affairs. That she has brought many of these relationships with her to Charles Stanley amply demonstrates the trust and respect that clients and professionals have for her. Carolyn is a regular contributor to the business and finance pages of the Yorkshire Post and Yorkshire Life. Having retired as a trustee after nine years at Leeds Beckett University Students’ Union, Carolyn became a trustee at Leeds Community Foundation and the Chair of the Foundation’s Income Generation Committee in 2019, which provides valuable knowledge into the requirements of, and pressures on, the third sector. Outside of work, Carolyn is a keen runner and has raised money for various local and national charities by participating in sponsored running and walking events. Having recently tried open water swimming and cycling, she has concluded that she prefers activities where her feet are firmly on the ground!


Christina Black

Paraplanner

0131 550 1204

More about Christina

Christina joined Charles Stanley in January 2018 and has over 30 years’ experience in financial services having previously worked for two major advice companies. She carries out the research and analysis for the advice reports and provides technical support and guidance in all aspects of financial planning including pensions, investments, and estate planning for the planners. Christina holds the STEP Certificate for Financial Services – Trusts and Estate Planning and is also a Chartered Financial Planner and Fellow of the Personal Finance Society. Outside of the office Christina enjoys the theatre, reading and her garden.


Stephen Blackford

Investment Manager

0175 267 5688

More about Stephen

Stephen joined Charles Stanley in 1998 having previously been a stockbroker and pension manager in Manchester. In his spare time, Stephen enjoys running with City of Plymouth AC, mountaineering and coast scrambling.


Morgan Bocchietti

Junior Fund Manager

020 7149 6381

More about Morgan

Morgan joined Charles Stanley in January 2017 and looks after the fund range covering direct equities and fixed income securities as well as multi asset strategies. He graduated with a bachelor’s degree in Finance from EDHEC Business School in France and a Master of Science in Investment Management from Cass Business School in London. Prior to joining Charles Stanley, Morgan worked at Credit Suisse within the discretionary multi-asset team. He has passed Level I and Level II of the CFA Program, and is currently a Level III candidate.


Shelby Bonham-Lloyd

Head of Paraplanning (South)

0207 149 6104

More about Shelby

Shelby Joined Charles Stanley in October 2017 as Head of Paraplanning for London and South. She has over 30 years’ experience in tax, financial planning and private banking. Having started her career with HMRC she later moved to AMEX, PWC then to Coutts. She is ATT qualified and has a Diploma in Financial planning. She prides herself in providing clients with exceptional service.


John Boothman

Investment Manager

0161 828 0204


Elliot Boothright

Trainee Investment Advisor

020 7149 6164

More about Elliot

Elliot recently joined Charles Stanley on the Graduate Scheme. He is a Trainee Investment Manager and is studying towards the Level 7 Masters in Wealth Management. Elliot has a BSc (Hons) in Business Management & Marketing.


Jane Bransgrove

Director of Asset Management

020 7149 6124

More about Jane

Jane Bransgrove joined Charles Stanley in 2013 when the company acquired Pan-Asset Capital Management. She previously worked at Sarasin Chiswell (formerly Cantrade), having studied at Loughborough University reading Accounting and Financial Management. Jane looks after private clients, charities and trusts and manages model portfolios for financial advisers, specialising in active asset allocation combined with passive implementation. She is an Associate member of the CFA Society of the UK and Chartered Member of the Chartered Institute for Securities & Investment.


Ross Brookes

Head of Fund Research

0207 149 6538

More about Ross

Ross joined Charles Stanley in September 2008 and was appointed Head of Collectives Research in October 2016. He holds the Chartered Institute for Securities & Investment (CISI) Masters in Wealth Management, the Investment Management Certificate (IMC) and has a total of 15 years’ investment experience.


Ian Brookes

Chartered Financial Planner

0186 595 3515

More about Ian

Ian is a Financial Planner who has over 18 years of experience in financial services. In 2011 he achieved the Certified Financial Planner CFPTM Qualification, which is the only globally recognised mark of excellence in Financial Planning .Ian achieved Chartered Financial planner qualification in July 2019 following the completion of 14 exams that rigorously tested his knowledge and expertise. He specialises in providing bespoke lifestyle financial planning advice and solutions to individuals, families, Trustees, Attorneys, and business owner/managers. He firmly believes that all clients benefit from having a comprehensive financial plan and is passionate about putting the client’s objectives at the heart of the financial planning process.


Ian Brown

Chartered Wealth Manager

0130 521 7401

More about Ian

Ian has been the Branch Manager of the Dorchester office for 13 years. He is an Investment Manager and has looked after portfolios for private clients, trustees, pension funds and charities for almost 30 years. Ian began his career in stock broking with Richardson Chubb Love Rogers in 1987 when he returned to his home town of Dorchester after graduating from University with a Honours degree in Natural Sciences. After gaining the Securities Institute Diploma, he was elected to Membership of the London Stock Exchange and is now Chartered Fellow of the Chartered Institute of Securities & Investments. Ian opened the Dorchester office in 1992 for Robson Cotterell Ltd and joined Charles Stanley when Robson Cotterell was acquired by them in 2002. Under Ian’s leadership the Dorchester branch has grown with brokers Kate Spurling joining Ian in 2003 and Sam Houston and Henry Staveley-Hill (now retired) transferring from the Bournemouth office in 2005 and most recently Abby Johnston and Shelley James in 2014. Ian is supported by Jeremey Messenger who assists Ian with portfolio management and Clare Tonge who assist with client administration. Outside the office, Ian is a Chair of Governors and is involved with a number of local charities and acts as a trustee for local bodies and a number of his long standing clients. Home is a village just outside Dorchester, with his wife and three children. Ian leads his local Scout Troop. He also enjoys skiing and sailing.


Willie Brownlow

Investment Manager

0160 367 1500

More about Willie

Willie joined a small firm of London Stockbrokers in 1975 after a short service commission in the Army. He moved to Charles Stanley in 1984, initially working in the London office before moving to Norfolk to set up the Norwich office in 1985. He handed over the role of Branch Manager to Mark Hinds in 2013 and now manages investment portfolios for private individuals, trusts and charities both directly


Howard Burchett

Director of Private Clients

0207 149 6212

More about Howard

Has over 31 years’ of investment management experience; 25 years continuous service initially with Shaw & Co who were acquired by Charles Stanley in 1997. He manages investments for a wide range of clients including, private clients, trusts, charities and pensions. He currently chairs the London Investment Management Committee and sits on the PCIM and Income Committees.


David Burton

Trainee Investment Advisor

0160 367 1500

More about David

David joined the Norwich Branch of Charles Stanley in August 2016 as an Investment Assistant having recently graduated from the University of Sheffield with a 2:1 BSc (Hons) degree in Accounting and Financial Management. David has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications and is now progressing through the final stages before being signed off as a fully qualified Investment Manager.


Bob Campion

Head of Fiduciary Management

020 7340 9291

More about Bob

Bob is responsible for leading Charles Stanley’s Fiduciary Management service. Bob has worked with trustees and their advisers for more than a decade, and spent six years as a member-nominated trustee for a medium-sized DB pension scheme. Bob is a CFA Charterholder, holds the Investment Management Certificate, and has a degree in Philosophy from the University of Warwick.


Paul Cann

Senior Branch Director/Investment Manager

0139 245 3600

More about Paul

Paul is a Branch Director of the Exeter Office and manages portfolios predominantly for private clients, trusts and pensions. He is an economist by training, holding a degree in economics from the University of Southampton from which he graduated in 1997, joining the office the following year. Paul is from a local farming family and has developed a niche in advising agricultural charities amongst other charities for which he manages investments. Paul and his family live in East Devon where he is a keen supporter of community activities. In 2012 he was appointed a governor of the local primary school where his children were pupils and sits on the Finance and Resources committee following the creation of a federation with a neighbouring school. When the commitments of a busy family life allow, Paul enjoys walking particularly on Dartmoor, the occasional game of tennis and is a keen target rifle shot, also being treasurer of the local association.


Gerald Carey

Investment Manager

020 7149 6327

More about Gerald

Gerald joined Charles Stanley in 2016 having previously worked at Brewin Dolphin for 13 years. Before entering the City in 1984 Gerald qualified as a barrister and a member of Lincoln’s Inn and gained a Sir Thomas More award. He manages accounts on both a discretionary and advisory basis for companies, pension funds, charities, family trusts and individuals. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.


Adam Carruthers

Collectives Analyst

020 7739 8200

More about Adam

Adam Carruthers is Collectives Analyst at Charles Stanley. He is responsible for the selection of best-in-class managers across all asset classes for inclusion in Charles Stanley’s multi-asset class portfolios and in the company’s collectives Preferred List. He was previously a Fund Manager with Barclays Wealth and Investment Management, responsible for the day to day management of a suite of UCITS multi-manager vehicles across multiple domiciles. Adam graduated with a Masters degree in Economics from Heriot Watt University, Edinburgh, and holds the Chartered Wealth Manager designation from the Chartered Institute of Securities and Investment.


Lisa Carter

Administrator

0147 329 7707

More about Lisa

Lisa has worked for Charles Stanley for over 30 years. She is part of the administration team responsible for the day-to-day running of client’s portfolios. Lisa lives in Ipswich with her husband and two daughters. When she isn’t running her youngest daughter around to various places, Lisa likes reading and enjoying her garden.


Arthur Castle

Asset Allocation Analyst

0207 149 6532

More about Arthur

Arthur joined Charles Stanley on the graduate programme in October 2017. After spending several months experiencing different departments within the business, he joined the internal research team permanently as an analyst. Arthur has a degree from the London School of Economics, holds the Investment Advice Diploma and is currently working towards the CFA qualification.


Kiran Chavda

Investment Manager

0122 331 0085

More about Kiran

Kiran started his career with the International Stock Exchange in 1986 and ran the first pilot share shop. He went on to join Barclays where he stayed for 25 years. Kiran joined Charles Stanley in April 2014. Kiran has 34 years’ experience managing relationships and portfolios for private individuals, trusts, companies, charities and SIPPs. He is a Chartered Fellow of the Chartered Institute for Securities & Investment


Edward Clark

Investment Manager

020 7149 6318

More about Edward

Edward Clark joined Charles Stanley in 2007 where he completed the CISI Masters in Wealth Management Qualification to Level 7 and is a Chartered Fellow of the Institute for Securities and Investment. Edward is part of an established discretionary investment team where he focuses is on advising clients on investments and is involved with all aspects of the discretionary portfolio management for a range of clients including private individuals, Trusts, Companies and Charities


Nic Clarke

Investment Manager

0148 323 0823


Rob Clarke

Senior Investment Manager

0207 149 6969

More about Rob

Robert has been working within private client investment management at Charles Stanley for 10 years. Robert is a part of our Court of Protection team based in our London office and contributes to the team’s investment strategy as well as looking after Discretionary portfolios and relationships. Robert also manages portfolios for the Official Solicitor and Public Trustee, a contract which he has recently successfully tendered.


Christopher Clayhills-Henderson

Branch Manager

0131 550 1240

More about Christopher

Christopher joined Torrie & Co, an independent private client stock broker in 1987. He became a partner of Torrie & Co in 1996 until 2002 when Torrie & Co became part of Charles Stanley. He has been the joint Branch Manager of the Charles Stanley Edinburgh office since 2002 along with his colleague Ian Harley. Christopher has a BA in Accountancy and is a Chartered Member of the Securities Institute. Christopher has a strong farming background. Christopher has always had a keen interest in the stock market, spending a great deal of time meeting fund managers and companies.


Pamela Clayhills-Henderson

Consultant

0131 550 1224

More about Pamela

Pamela Clayhills-Henderson joined Charles Stanley, Edinburgh in 2014 as a Consultant. Pamela is a solicitor. As a consultant Pamela’s responsibilities include assisting with compliance and undertaking various project initiatives.

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