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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

Lucy Clegg

Trainee Financial Planning Administrator


Andrew Clifford

Financial Planner

0148 323 0826

More about Andrew

Andrew Clifford has over 18 years of experience providing financial planning advice to Private Clients, Trusts and Corporate Bodies. Based in the Guildford office, he supports the investment managers provide a comprehensive advice service to Charles Stanley’s direct clients. He graduated from University of Wales College Cardiff in 1993 and joined the Medical Sickness Society in 1995, which subsequently was purchased by Wesleyan Assurance Society, following a short stint working on a financial trade publication. Having worked for almost 12 years for Medical Sickness, he moved to Pannells Financial Planning (formerly PKF Financial Planning), providing advice to clients of PKF (UK) LLP and latterly BDO (UK) LLP accountants and business adviser in Guildford before joining Charles Stanley in December 2013. Andrew has extensive knowledge of working with high net worth clients and SMEs, as well as a specialisation in medical and dental professionals working within the NHS Pension scheme, providing advice services to other professional partnerships of accountants and solicitors. Outside work, Andrew spends much of his time, with his wife ferrying his children to the myriad of swimming and cross country events at the weekends, as well as the endless parties. However, in the spare time available, he regularly enjoys mountain biking in Swinley Forest and less regularly now skiing. Having recently purchased his first family tent, Andrew will be looking forward to some rain free weekends.


Isaac Clifton

Administrator

0207 149 6052

More about Isaac

Isaac has been at Charles Stanley since 2018, coming straight from completing his A-Levels. He began as a Data Input Administrator, providing general assistance to the admin team. He then became a Financial Planning Administrator in July 2019, working alongside the director of financial planning and is now currently studing towards his Financial Planning Level 4 Diploma.


Gary Coe

Financial Planner

0758 301 3221

More about Gary

Gary has worked in financial services for 20 years at various banks and private wealth managers. He specialises in financial planning for both individuals and businesses. In his spare time, he enjoys spending time with his wife Kelly, and children Lilly and Stanley. He has always been a keen sportsman but with age has become more of a spectator, and enjoys watching football, rugby and golf.


Louis Coke

Senior Investment Manager

0148 323 0824

More about Louis

Louis is a Senior Investment Manager at the Guildford office and manages portfolios predominantly for private clients, trusts and pension schemes. He has been with Charles Stanley since 2005, after leaving Sixth Form College with A Levels in Law, Business Studies and Communication Studies. He became a member of the Chartered Institute of Securities and Investments in 2007, and obtained personally Chartered status in 2010. He is also one of the youngest people in the country to have taken and successfully passed all units of the CISI Masters in Wealth Management. Louis has day to day involvement with our Intermediary business in addition to the private client facing element, and is keen to both keep existing client and intermediary relationships strong, and to build new relationships over time. Louis' interests outside the office mainly consist of historic/classic cars and spending time with his young family.


Tina Colato

Senior Administrator

0148 323 0827

More about Tina

Tina has worked in financial services for over 20 years supporting financial advisers from secretarial and client support to technical administration. Prior to this Tina worked as a legal secretary, as well as roles in industry which included IT support for an engineering company. Outside work Tina enjoys reading, watching TV & films. Tina also loves most animals, which explains why most of the local wildlife can be found visiting her garden, in search of an easy meal.


Jamie Colville

Investment Manager's Assistant

020 7149 6988

More about Jamie

Jamie joined Charles Stanley in 2015 and has been supporting the Investment Team since January 2019, having previously worked in Client Data and the Secretarial Department within Charles Stanley. Prior to this Jamie was providing support in business banking for Royal Bank of Scotland after studying ILEX Legal Secretary at Havering college.


Tina Cook

Head of UK Equity Strategy Committee

0207 149 6511

More about Tina

Tina Cook joined Charles Stanley in 2008, having previously worked at boutique equity research firm Hardman & Co. Tina heads the UK Equity Strategy Committee. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and achieved Chartered Wealth Manager status in 2013. In the 2011 Financial Times/StarMine Awards for Europe, she was rated the number one stock picker for the utilities sector. Tina holds a DPhil in Psychology from Oxford University and an MSc in International Securities, Investment and Banking from the ICMA Centre.


Judith Cook

Investment Manager

0175 267 5685

More about Judith

Judith is the Manager of the Charles Stanley Plymouth office and her career in the stockbroking industry has spanned thirty years. She is a Fellow of the Chartered Institute for Securities and Investment as well as a member of the Personal Finance Society and the CII. Judith specialises in private client investment management on both a discretionary and advisery basis. In her spare time she acts as Trustee for several charities, mainly those that seek to assist young people.


Peter Cooke

Portfolio Manager

More about Peter

Peter has around 30 years’ experience in the financial services industry, having started his career in the London Stock Exchange where he became a dealer on the trading floor. Since then he has been involved in portfolio management, looking after discretionary and advisery clients, including a successful spell managing a small unit trust fund. His main role at Charles Stanley Southampton is to assist with the formulation of investment strategies and their implementation within client portfolios. He is a Chartered Wealth Manager and an associate member of the Society of Technical Analysts, and holds degrees in Accounting and International Business Economics. Outside of the office Peter may be found on some of the local golf courses, trying to improve his game. He also enjoys kayaking and dinghy sailing around Poole harbour.


Andrew Cooper

Director of Private Clients

020 7149 6103

More about Andrew

Andrew became a member of the Stock Exchange in 1990 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He has been in investment management all his working life. Initially with the institutional Fixed Interest team at Scrimgeour Kemp Gee and as a Syndicate Investment Management Specialist in Lloyds of London. Since 1987 Andrew has been an Investment Manager at Charles Stanley providing Discretionary investment management for high net worth individuals Trusts and Charities. Andrew is a Freeman of the City of London and a Charity Trustee.


Rachael Cornwell

Paraplanner


George Coster

Senior Investment Manager

0148 323 0820

More about George

George Coster has over 18 years of experience in the financial services industry and is a fully qualified Chartered Member of the Chartered Institute of Securities and Investment. George has taken and successfully passed all units of the CISI Masters in Wealth Management, achieving a distinction in the final unit. George spent 8 years working in Charles Stanley's London office and joined the Guildford team in September 2013. In 2012 George headed up the Charles Stanley Retail Bond Team that won the Investors Chronicle and FT Investment award for Best Stockbroker for Bonds. As an Investment Manager he has particular interest in managing a range of discretionary and advisory portfolios on behalf of private individuals and Trusts. George is a keen runner. When not working he spends his time with his young sons and partner, Sally


Mary Coughlan

Investment Manager

0141 483 1505

More about Mary

Mary has 20 years’ experience in financial services, having trained and worked initially with the American investment company Edward Jones. She managed her own office in Milngavie, Glasgow providing financial planning and investment management services. Mary also worked with Charles Stanley in Edinburgh, followed by Redmayne Bentley in Glasgow and recently came full circle to join the new Charles Stanley office in Glasgow. Mary focuses on bespoke investment management services for individuals, SIPPs, trusts and charities and works closely with allied professionals in financial planning, law and accountancy. Mary has a Ph.D. in Biochemistry from the National University of Ireland, Galway and is a Chartered Fellow of the Securities Institute. She taught finance at the Centre for Lifelong Learning, Strathclyde University and presented investment seminars to professionals and individual investors. Outside of work Mary enjoys golf, sailing, cycling and painting.


Sam Cowan

Financial Planner

0131 550 1230

More about Sam

Prior to joining the financial services industry, I spent my final year of study at the university of Stirling writing my dissertation on the effects and reasoning behind the (then) FSA’s retain distribution review (RDR), with a view to starting a career as a financial adviser. During my subsequent 7 year tenure within the industry I learned from each role before becoming an adviser 4 years ago. Since this time I have been responsible for delivering bespoke financial planning solutions to my clients ever evolving needs.


David Cowie

Trainee Investment Advisor

0131 550 1207

More about David

David joined Charles Stanley in 2017, having previously worked at Rathbones. David works with Chris Clayhills-Henderson looking after private clients, charities and trusts on both a Discretionary and Advised basis. He is an Associate Member of the CISI


Allie Cozens

Trainee Investment Adviser

0207 149 6968

More about Allie

Joined Charles Stanley in 2014, working within the Compliance department for just under three years prior to moving to provide administrative support for Katie and Howard in July 2017. Allie is currently working towards her level 7 Chartered Wealth Manager qualification.


Anita Cracknell

Investment Management Assitant

0113 200 5249

More about Anita

Anita joined Charles Stanley in April 2012 as Brokers Assistant, she has had over 25 years experience in the financial services industry, starting in Huddersfield at Robert Ramsden & Co. When not at work Anita loves gardening and long walks in the countryside.


Caroline Craig-Hanson

Branch Manager

0122 331 0072

More about Caroline

Caroline joined as a trainee in London before attending University and then worked in industry before re-joining Charles Stanley in 1987 when our branch network was developing. She moved firstly to our Ipswich office and then on to our Cambridge Branch in 1989. Over many years Caroline has advised and managed portfolios for a range of private clients, trusts and charities. She became Branch manager in 2011 and is a Chartered Fellow of the Chartered Institute for Securities and Investments.


Julie Crombie

Chartered Financial Planner

0131 550 1298

More about Julie

Julie joined Charles Stanley in January 2018 and is a Chartered Financial Planner with a broad base of 27 years’ worth of experience in advising clients in all areas of financial planning. Prior to joining Julie spent 15 years with Tilney. She specialises in advising older and more vulnerable clients and is a SOLLA Accredited Later Life Adviser and their Regional Co-ordinator for the East of Scotland. She is currently a finalist in the Women in Financial Services Awards 2020.


Sophie Crudgington

Investment Manager's Assistant

0207 149 6417

More about Sophie

Sophie Crudgington joined Charles Stanley in September 2013, working within the Portfolio Services department for two years prior to moving to provide administrative support for Nic Muston and Emma Foden-Pattinson in November 2015.  Sophie is currently working towards the Investment Advice Diploma.


Ed Cufflin

Senior Investment Manager

0116 366 6200

More about Ed

Ed was born into a family with a strong tradition of close ties to the city and its business community. His father and grandmother were both Lord Mayor of Leicester and his father was instrumental in the establishment of the Leicester Grammar school, of which Ed was a founder pupil. Ed is very proud to maintain his close connection with the city and was delighted to open the Leicester office of Charles Stanley in Mercury Place, a landmark building in Leicester. Ed is a graduate of the AB Freeman School of Business at Tulane University and began his career in investment management at Seymour Pierce Butterfield in London in 1992. Ed moved back to his home city of Leicester in 1996 to join Wilshere Baldwin & Co. and has recently joined Charles Stanley from Brewin Dolphin to lead the new Leicester office. With four growing children, Ed’s time away from the office is often spent supporting them in their various activities; however he does try to find time to play golf, support Leicester Tigers and enjoy music and movies at home. Ed is Treasurer of two local charities and a long standing member of the committee of the regional branch of the CISI, having previously served as regional President for over ten years. As well as being as Branch manager, Ed heads up an Investment Management team of three specialising in managing portfolios for Private Clients both via Financial Advisers and directly. Ed’s team consists of Trainee Investment Manager, Tony De Marco, and Investment Assistant, Jo Bown.


Jon Cunliffe

Chief Investment Officer

020 7149 6253

More about Jon

Jon joined Charles Stanley in January 2016 and is the Chief Investment Officer and Head of the firm’s Research Team. Jon began his career at the Bank of England, becoming an Official in the Gilt Edged and Money Market Division in 1994. He subsequently held a number of senior fixed income roles at Lombard Odier, ABN AMRO Asset Management and Aberdeen Asset Management, before joining Tesco’s in house pension team as Head of Fixed Income and Asset Allocation. Jon holds a BA (Hons) in Divinity from Robinson College Cambridge


Jon Curtis

Senior Investment Manager and Branch Manager

0189 255 7100

More about Jon

Jon joined Robson Cotterell in June 1987, four months before the market crash so it was an interesting first few months in the industry. After relocating to the firm's Eastbourne office in 1993 and after working for five years on the Sunshine coast he moved back to his home town of Bournemouth and worked for Christows which eventually became part of Investec. Well known and regarded in the industry, Jon has over 25 years' experience in managing the investments of private clients, charitable funds, SIPPs and trusts. Jon was made a Chartered Fellow of the Securities Institute in 2011.


Mark Davies

Senior Financial Planner

0121 452 2946

More about Mark

Mark is a fully qualified and experienced Financial Planner having provided holistic financial planning advice to high net worth personal and Corporate clients since 1991. He specialises in Lifestyle planning that also incorporates investment, retirement and IHT advice and joined Charles Stanley in 2014, based in the Birmingham office. Prior to this, Mark worked at Nat West for 34 years and since 1991 worked within their Financial Services group as a an IFA. ‘I am passionate about providing a high level of service and quality advice to my clients with the aim of building strong working relationships whilst working within a longstanding reputable business as Charles Stanley’ Mark is married and has 2 children and lives in Wolverhampton. In his spare time he plays Golf and is member of South Staffs, enjoys watching Wolves Fc having previously played for them at Youth level and is also a qualified FA Coach.


Simon Davis

Director of Financial Planning

020 7149 6547 / 0796 301 4631

More about Simon

Simon Davis is a Director of Financial Planning and has been advising private clients for over 20 years. Simon specialises in providing financial and wealth structuring advice to high net worth individuals, their families, trusts and businesses. This incorporates pensions and IHT advice. Simon is a Chartered Financial Planner and has a BA (Hons) from the University of Nottingham.


Katherine Dawes

Investment Management Assistant

0113 200 5232

More about Katherine

Katherine joined Charles Stanley in 2016 as Branch Support and gained her CISI Investment Advice diploma in 2018. Before embarking on her career with Charles Stanley, she worked for five years as a medical secretary. Outside work, Katherine enjoys making jewellery and spending time with family.


Claire Dawson

Team Leader

0131 550 1282

More about Claire

Claire joined Charles Stanley in April 2018, having previously worked at Johnston Financial & Tilney.


James Dawson

Senior Investment Manager


James Dawson

Investment Manager

07 149 6423

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