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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

Conrad Simmons

Director of Private Clients

020 7149 6161

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

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


James Smith

Branch Manager/Chartered FCSI

0132 343 7440

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

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.


Lucy Smith

Personal Portfolio Service Assistant

0207 149 6201

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.


Adam Smith

Investment Manager/Chartered FCSI

0132 343 7440

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.


Gregory Snell

Investment Manager

0121 452 2940

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.


Jonathan Snell

Senior Investment Manager

0207 149 6304

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.


Liam Soleil

Paraplanner


Jeremy Spain

Analyst (Fixed Income) & Portfolio Manager

0207 149 6598

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

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

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

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

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

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

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

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

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!


Michael Stuchfield

Investment Manager

020 7149 6263

More about Michael

Michael joined Charles Stanley in 2012 having obtained a First Class Honours (BSc) degree at the University of Reading. Michael joined Andrew Cooper’s team in 2015 to help develop the investment process and to increase the range of asset classes under review. He looks after private clients, Charities and Trusts, on a Discretionary Investment Management basis. Michael is a Chartered Fellow of the Chartered Institute for Securities & Investment, having obtained the Chartered Wealth Manager qualification in 2016. Michael is a Freeman of the City of London.


Richard Sullivan

Investment Manager

0161 828 0207

More about Richard

A History graduate of Manchester University, Richard joined Charles Stanley from TD Waterhouse in 2007 where he had been a Senior Investment Representative. Richard specialises in discretionary portfolio management for private clients, trusts, pensions and corporations and works closely with financial advisors in the North West. He has over 19 years’ experience in the industry with over 10 years at Charles Stanley and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Outside of the office Richard has a keen interest in film having once help manage the oldest independent cinema in the country. He is also an enthusiastic musician, skier and annual golfer.


Magdalena Sulowska

Investment Manager Assistant

0131 550 1260

More about Magdalena

Magda joined Charles Stanley Edinburgh in the summer of 2009. She has a degree in Administrative Law from the Lublin University in Poland. Magda assists with the administration of Advisory and Discretionary private client portfolios in a team which supports Christopher Clayhills-Henderson.


James Sweeney

Investment Managers’ Assistant

0132 343 7440

More about James

Having graduated with a degree in politics, James went on to work for an independent financial adviser before joining Charles Stanley in 2010. Outside of work, James is a keen sportsman, particularly enjoying squash, tennis and golf, although due to his three children, opportunities to play are increasingly few and far between.


Gerard Sweeting

Director of Private Clients

0207 149 6668

More about Gerard

Gerard has worked at Charles Stanley since 1997. He has over 35 years of experience in the industry managing Discretionary Portfolios as a Director of Shaw & Co stockbrokers, as a Far Eastern unit trust manager and as Chief Investment Officer of the London subsidiary of Generali, the Italian insurance company. Gerard is responsible for running 3 of Charles Stanley’s Discretionary Fund Management models and these are used as a source of best ideas for managing bespoke portfolios for our clients.


Charlie Sylvester

Investment Manager

0147 329 7704

More about Charlie

Charlie Sylvester spent most of the early part of his career trading on the Futures and Options markets in the City. Then in October 1992, following a short spell in the travel industry, he joined the Ipswich branch of Charles Stanley. Charlie has nearly 30 years of experience in the Financial Services sector. He was recently awarded a Diploma in Investment Advice from the Chartered Institute for Securities and Investment. Activities outside the office revolve around his small farm in Peasenhall, where he lives with his wife and twin children. He has a great interest in conservation and spends most of his spare time planting and looking after his trees.


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.


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 .

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