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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

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.


James Sweeney

Investment Managers’ Assistant

01323 437440

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.


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.


Martin Tyson

Investment Director & Senior Investment Manager

More about Martin

Martin joined Charles Stanley in June 2020 after 17 years in the Leeds office of Brewin Dolphin where he led a team as a Divisional Director and Senior Investment Manager. He is a Chartered Wealth Manager, Fellow of The Chartered Institute for Securities and Investment and has over twenty years’ experience of managing multi asset portfolios for families, charities, companies and trusts. He is also an affiliate of the Society of Trust and Estate Practitioners and is committed to working with fellow professionals to provide a high-quality service which helps to grow wealth and safeguard assets for future generations. Away from the office he enjoys spending time with his family, friends and particularly looks forward to skiing when the chance arises.


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.


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.


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

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.

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