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Charles Stanley

Our People


Isaac Clifton


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


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 enables high net worth individuals achieve their investment goals by building and maintaining a successful portfolio, providing a bespoke and personal service. With significant experience in managing charity and trust assets, pensions and SIPPs, and financial planning she works in conjunction with other professionals to provide a holistic outcome for her clients. Mary focuses on managing and protecting clients’ wealth over the longer term and in all market conditions. She constantly evaluates markets, sectors and themes as investing is hugely dynamic and ever-evolving, incorporating socially responsible investing, cloud computing, digitisation, clean energy and biotechnology themes into portfolios. Being passionate about enabling clients to better understand markets and investments, Mary’s presented client information seminars and lectured in finance at Strathclyde University. She is a Chartered Member of the Securities Institute and holds a PhD in Biochemistry. Mary would be delighted for you to get in touch, to help you navigate your investment needs and grow your wealth.

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.

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 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 joined Charles Stanley from Brewin Dolphin in October 2013 to lead the new Leicester office. Ed specialises in managing portfolios for Private Clients both via Financial Advisers and directly.

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

01892 557 100

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

Investment Manager

07 149 6423

Jess Dawson

Investment Managers Assistant

0186 532 0010

More about Jess

Jess lives in Witney, Oxfordshire. Upon completing her A levels in Maths, Economics and English Literature in 2016, she went on to start work in a local bridal shop before becoming a front of house team member at the local leisure centre. Jessica joined the Oxford Office in March 2017 as a Branch Administrator and has recently taken on the role of Investment Manager’s Assistant, providing support to two of our Investment Managers with all administrative matters, including client queries, reviews and portfolio monitoring. Jessica spends most of her spare time at the Witney 2120 Air cadet Squadron, helping out the younger community as a Sergeant again furthering her skills in a range of different ways.

James Dawson

Senior Investment Manager

Tom De Burgh Williams

Chartered Financial Planner

01225 878984 / 0798 970 4046

More about Tom

Tom is a Chartered Financial Planner and has over 20 years industry experience. He specialises in providing a personalised financial planning service to private clients. Tom has a broad range of high net worth clients. He puts a high value on building strong long term client relationships, being proactive in helping meet their financial goals and aspirations whilst providing planning across all family members. Prior to joining Charles Stanley Tom was Head of Wealth Planning for the South West at W H Ireland Ltd. Tom is married to Anja and they have a young daughter. When not working or spending time with his family, he is a keen golfer, cyclist and supporter of local sport.

Gail de'Claire

Investment Manager

0292 167 0334

More about Gail

After leaving college with A Levels in Economics and Law and a business diploma Gail had the opportunity to join Eversheds Solicitors as a legal clerk. In 1992 she then joined Allied Provincial Securities as a secretary to the office head. Hungry to become a stockbroker, she completed the full Securities Industry Diploma and is now a Chartered Fellow Member of the Chartered Institute for Securities and Investment, and was a judge for the Cardiff Life Business awards. Gail has 28 years experience of working in the financial sector and has built up a portfolio of private clients, specialising in discretionary portfolio management including pensions, trusts, offshore bonds and corporates. Keen for clients to gain a better understanding of the industry, she constructed evening courses for the private client entitled - "A beginners guide to the stock market". Gail is also the proud treasurer for the charity 65 Degrees North. Gail has also featured in the Cardiff Life publication and is the nominated media commentator for the Cardiff office for Charles Stanley. She is married and a mum. A black belt in karate and enjoys cycling, swimming and walking her rescue dog with a keen passion to help her local dog shelter.

John Devine

Senior Investment Manager

0148 323 0829

More about John

John is a Senior Investment Manager at the Guildford office and manages portfolios for private individuals and trustees. John joined Charles Stanley in January 2018, having managed portfolios in Guildford for over a decade. John has worked with investments since 2004 and has managed portfolios predominantly on a discretionary basis since 2007. In addition to portfolio management John has previously undertaken investment research that was focused on the London-listed media and technology sectors and North American equity investment via collectives, trackers or ETFs, and structured products. John is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Chartered Wealth Manager. In 2016 he was named by PAM (Private Asset Managers) as one of the ‘Top 40 Under 40’, a definitive guide to the rising stars in the private banking and private asset management sectors. John has considerable experience of working with financial planners and their clients. Away from the office John enjoys cycling, music and travel.