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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

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 .


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.


Richard Venner

Director of Financial Planning

0121 452 2920

More about Richard

Richard is a Director of Charles Stanley Financial Planning with responsibility for the strategic direction and development of the business. He retains a large business practice where he advises a number of prominent HNW individuals and families. Richard was the CEO of Jobson James Financial Services and successfully merged the business into Charles Stanley in 2011. Richard has had a long and distinguished career within financial services working for leading advisery firm Alexander Clay and Partners, Norwich Union and The Prudential.


Tim Venner

Business Development Director - Financial Planning

0121 234 6700

More about Tim

Tim Venner serves as the Business Development Director - Charles Stanley Financial Planning, where his business development acumen and strategies help the business grow. Tim has over twenty five years’ experience in this field with an exemplary track record for developing relationships, distribution channels and strategies to increase business output. Prior to joining Charles Stanley, he was an independent business coach delivering performance programmes to business leaders and senior managers in the Midlands. Previously, Tim served as a Director for an Executive recruitment business based in Birmingham and as the head of business development for a national communications companies. Tim has extensive experience in strategic partnerships, developing relationships and building multi-channel routes to market.


Ian Vitkin

Investment Manager

0161 828 0290

More about Ian

Ian joined Charles Stanley over 10 years ago on work experience during University holidays. After achieving a first class degree in Economics and a Masters in Business Analysis and Finance, Ian then joined Charles Stanley full time. After a few years gaining a valuable insight into the back office, Ian is now a fully qualified Investment manager with added experience in areas such as traded options and spread betting. Ian can offer all stockbroking services and is looking to expand his own client base. Outside of the office, Ian's Interests include golf, hockey and football, as well as travelling and films.


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!


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

Tina joined Torrie & Co in 1990, who were taken over by Charles Stanley in 2002, and is responsible for operational matters in the Edinburgh branch, utilizing her wealth of knowledge and experience. As well as dealing with compliance and human resource matters, Tina assists with the administration of Advisory and Discretionary private client portfolios for Adam Page and David Steel. Tina is a Chartered Member of the CISI and has completed the CACHE Level 2 Certificate in Awareness of Mental Health Problems. Away from the office Tina enjoys silver jewellery making and watching sport.


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 Managers Assistant

01223 310 079

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.

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