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Charles Stanley

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A B C D E F G H J K L M N O P R S T V W Y

James Dawson

Investment Manager

07 149 6423


Tom De Burgh Williams

Chartered Financial Planner

01225 878984 / 0798 970 4046

Biography

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

Biography

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

Biography

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.


Camilla Dewey

Investment Manager

020 7149 6769

Biography

More about Camilla

A graduate of Oxford Brookes University, Camilla Dewey completed a business Management Degree. She joined Charles Stanley in 2009 and completed the CISI Masters in Wealth Management (Level 7). Camilla’s focus is on managing Private Client Discretionary Portfolios as well as Trusts and Charities and works alongside a variety of IFAs, Solicitors and Accountants.


Craig Dewhurst

Senior Investment Manager

0170 222 1707

Biography

More about Craig

Craig has over 30 years of experience in the financial services industry. He joined Charles Stanley in November 199 and has added to his wealth of market experience in the ensuing twenty years which has included a range of extreme market conditions. Craig works closely with his clients, offering a bespoke management service for private and company portfolios, pensions and trusts. He has also forged a good working relationship with local IFAs, Accountants and Solicitors, helping to provide them with investment solutions. He previously enjoyed a short spell in retail and investment banking with Midland Bank and ABN Amro before embarking on a career in Foreign Exchange spanning ten years with Tullett & Tokyo Plc and M W Marshall & Co. Craig lives in Leigh-on-Sea with his wife Debbie and young son Austin. His main hobby is football, following the mighty Arsenal FC and managing Leigh Rockets YFC Under 12s. He is also a dab hand in the kitchen.


Manjulla Dhir

Administrator

0161 828 0286


Richard Disley

Investment Manager

0292 167 0333

Biography

More about Richard

Richard is an Investment Manager in the Cardiff office and looks after portfolios for private clients, pension funds, and Trusts. Richard graduated from Oxford University in 2002 and has been working in the financial services industry since 2003. He completed his Securities and Investment Diploma whilst working for Gerrard Investment Management Ltd and subsequently worked for Barclays Wealth before opening the Charles Stanley Cardiff Office with his colleagues. Richard is a member of the Chartered Institute of Securities and Investments (CISI) Wales Branch committee. He shares responsibility for organising local events for its members in Wales to discuss the latest developments in the financial services industry. Richard lives in Penarth with his wife and two young daughters and has a passion for most sports including golf, which he plays in his spare time, and sits on the governing board of his local nursery school.


Will Dobbs

Investment Manager

0207 149 6233

Biography

More about Will

Will joined Charles Stanley in 2012 from Edinburgh University and looks after private clients, charities and trusts on a Discretionary basis. Having completed his Masters in Wealth Management, he is now a Chartered Fellow of the Securities Institute. He sits on the Equity Strategy Committee and co-manages the Charles Stanley UK Equity fund.


Mark Dobson FCSI

Chartered Wealth Manager

0120 231 7788

Biography

More about Mark

After graduating from University with a degree in Business Studies, Mark started his career in the Investment Management Department of C Hoare & Co Private Bank before moving to the Bournemouth Office of Charles Stanley in 2004. He now specialises in managing discretionary and advisory portfolios for a wide range of clients. When not working, Mark is a keen Golfer and Sailor and competed in the Highland Adventure Race in September 2011.


Tracy Donaldson

Investment Manager's Assistant

0131 550 1233

Biography

More about Tracy

Tracy joined Charles Stanley in 2019. She assists the Investment Managers in Ian Harley's team. Tracy is a Business Studies graduate and has worked in some of Edinburgh's largest financial institutions.


Graeme Dreghorn

Financial Planner

0141 483 1506

Biography

More about Graeme

Graeme has over 10 years’ experience in financial services and specialises in Lifetime Financial Planning: specifically, with wealthier individuals and families with more complex needs. Graeme also works with charity leaders in the 3rd sector. He graduated with an Honours degree in Psychology from the University of Strathclyde and has previously worked for RBS, Barclays Wealth and Ascot Lloyd before joining Charles Stanley. Graeme is Chartered Fellow of the CISI and has contributed to articles for the FT, The Times and various trade publications. Graeme is married with and has a three-year-old son. When time allows, he has recently taken up triathlon as a means of keeping fit, having previously been a keen rower.


Mark Dufton

Investment Manager

0161 828 0214

Biography

More about Mark

Mark is a graduate of Keble College, Oxford University and is a Chartered Fellow of the Chartered Institute for Securities and Investment. His career in stockbroking and wealth management started in 1987 and he became a member of the Stock Exchange in 1991. He manages investments for private individuals, trusts, pensions (including SIPPs) and corporations. He works closely with other advisers to help ensure portfolios are not over-risked while striving to achieve client return objectives. Mark lives in Cheshire with his wife Sara, their children having flown the nest. His interests outside work include golf, travelling and wine.


Nicci Dugdale

Investment Management Assistant

0113 200 5243

Biography

More about Nicci

Nicci joined Charles Stanley in August 2019. She has worked in the industry for many years, including a long spell in London as head of client services for a major investment house, before moving back to Yorkshire and joining Myddleton Croft in 2006 where she worked until its acquisition by Charles Stanley. Outside work, she is a frustrated creative, always with a project in hand. She also follows the perennial struggles of Leeds United and Leeds Rhinos closely, but still manages to remain cheerful.


Mark Duggan

Intermediary Sales Manager - Central South

0798 970 4022

Biography

More about Mark

Mark began his financial services career in 2001, and is a qualified ‘non-practising’ Chartered Financial Planner. He has worked for a number of major UK life offices specialising in taxation and trust work, with a wealth of experience in regulation and business development. Mark joined Charles Stanley in 2013 to provide support and help develop Charles Stanley’s intermediary service.


Matthew Durrands

Director of Private Clients

0207 149 6428

Biography

More about Matthew

Matthew heads up our Court of Protection team, based in our London office. Matthew began his career as a Private Client stockbroker in 1998 with Greig Middleton having spent four years working in banking prior to moving into wealth management. He joined Charles Stanley in 2007.


Christian Dyer

Paraplanner

0207 149 6942

Biography

More about Christian

Christian began his career in the financial industry in late 1997 and joined Charles Stanley in June 2013 having previously worked for HBOS, NFU Mutual, Brewin Dolphin and LGT Vestra. He has worked as an Administrator, Team Leader, Financial Consultant and has over 15 years Paraplanning experience. Christian holds both of the CII Diplomas in Financial Planning and Regulated Financial Planning. His interets include athletics, football and photography. Although a Liverpool fan at heart, he also holds a season ticket at MK Dons.


Nicola Easson

Investment Adviser

0131 550 1241

Biography

More about Nicola

Nicola joined Charles Stanley in 2007. Originally from Fife, she attended George Watson's College high school in Edinburgh, and read Scottish Literature and Gaelic at Edinburgh University. Nicola is an investment adviser, working with Ian Harley on the management of both advisory and discretionary portfolios for private clients, charities and trusts. Nicola holds a Masters in Wealth Management.


Linda Edward

Paraplanner

Biography

More about Linda

“Senior Paraplanner Linda joined Charles Stanley in 2018 from national firm Tilney, where she had worked for 10 years. A Chartered Financial Planner with over 15 years of experience in the industry, Linda works alongside Aberdeen office’s Chartered Financial Planner, Scott Morrison. Linda has a wealth of paraplanning experience including the production of cash flow analysis for clients as well as dealing with complex financial planning needs such as advice on defined benefit pension schemes.”


Richard Elliott

Certified Financial Planner

0186 532 0019

Biography

More about Richard

Richard joined Charles Stanley as a Financial Planner in July 2019. He was formerly a Financial Planner for over 21 years with Church’s Financial Planning Ltd , an IFA based on the outskirts of Farnham, Surrey. Richard specialises in providing lifestyle financial planning to help clients understand their ‘why’ and to work out what they need to consider for now and the future to achieve financial independence. Richard is married with a young daughter and son, and in order to stay active enjoys walking the 2 dogs along with the occasional attendance of the weekly kung fu class.


Lee Enright

Investment Manager

0161 828 0231

Biography

More about Lee

Starting his career in 2000, Lee manages both High Net Worth clients and Intermediary relationships mainly in the North West. He specialises in discretionary investment management and is pushing forward the profile of Charles Stanley, especially with Financial Advisers in the North West. Lee has a number of industry recognised qualifications and is a Chartered Member of the Securities Institute. Outside of work Lee is a keen sportsman although he will tell you injuries stopped him turning professional in any. He also enjoys seeing new cities with Rome being a particular favourite alongside good food, drink and company.


Phillip Epsley

Senior Investment Manager

0122 587 8990

Biography

More about Phillip

Phillip has experience in managing investment portfolios for Private Clients and Clients of Intermediaries, Trusts, Charities and Friendly Societies, he also specialises in the Investment Management of SIPPs. In 2007 he joined Williams de Broe and left in August 2012 when the company was merged into Investec Wealth and Investment. He has been awarded the status of Chartered Fellow of the Chartered Institute for Securities and Investment in 2010. Phillip has been married to Maxine for 17 years and they have a wonderful son George. The family have travelled widely and Phillip enjoys playing sport. He has a handicap of 6 at his local course in Bath, Kingsdown.


Dawn Evans

Investment Management Assistant

0207 149 6235

Biography

More about Dawn

Dawn Evans joined Charles Stanley in 2002 having previously worked at a leading firm of actuaries followed by a Singaporean international bank, each for thirteen years. She has very ably supported William Shaw and others throughout her time at Charles Stanley and we are delighted that she has continued with us beyond her thirteenth year of employment. Dawn’s role as an Investment Management Assistant involves a range of administrative, reporting and client liaison functions. She is always happy to hear from clients and keen to help.


Stephen Fage

Senior Investment Manager

0207 149 6692

Biography

More about Stephen

Stephen joined Charles Stanley in 2005 having previously worked at Scott Goff Hancock, Teather and Greenwood and Dryden Wealth management. He has extensive experience in the Private Client Investment Management field with nearly 40 years service to the industry.


Lawrence Fagg

Senior Investment Manager

0121 452 2913

Biography

More about Lawrence

On completion of a Higher National Diploma in Business & Finance, Lawrence was enticed into the world of investment management and joined the Birmingham firm Stock Beech & Co, Stockbrokers in 1985. Ever since, he has been advising and managing investments for private individuals, pensions and charities. Lawrence later went on to found the Birmingham Office of Charles Stanley in 2005, having previously been a Director of Greig Middleton and Gerrard. Always living in Solihull, just outside Birmingham, Lawrence has been a keen supporter of the regions charitable causes. Involvement in Rotaract and Round Table, before becoming too old, raised a lot of money and was a lot of fun. After serving five year’s County Treasurer to The County of Birmingham's Scout Association he is now an honorary Vice President and Treasurer to his local Scout Group. In his spare time Lawrence enjoys family life, membership of The National Trust, playing tennis badly at his local Tennis Club and retrieving his dog from picnic baskets!


Isabel Fairlie

Research Assistant

0207 149 6974

Biography

More about Isabel

Isabel joined Charles Stanley in January 2020. She holds a degree in Biology from the University of Sheffield. Isabel sits within the Research team as a Research Assistant.


Helen Fellows

Administrator


Emma Foden-Pattinson

Investment Manager

0207 149 6486

Biography

More about Emma

Emma Foden-Pattinson joined Charles Stanley as part of the Graduate Scheme in March 2013, having previously studied at Durham University where she achieved a 2:1 in Natural Sciences. Having spent a year working within various front and back office departments she joined Nic Muston's team on a permanent basis in January 2014. Emma completed the Chartered Wealth Manager Qualification in early 2015, passing all exams at the first attempt. Emma looks after a wide range of charities, trusts and private clients on both a Discretionary and an Advised basis. She is a member of the Charities Executive Committee, meeting regularly to discuss issues which face charitable clients and how best we may assist them. She is also a member of the Environmental, Social & Governance (ESG) integration project, assessing how best to incorporate ESG considerations into our investment processes.


Simon Foley

Senior Financial Planner

0121 452 2930

Biography

More about Simon

Simon has over 30 years experience as a Financial Planner and Investment Adviser. Prior to joining Jobson James, which was already part of the Charles Stanley Group plc from May 2011, he was a partner at Mazars for several years before joining BDO which then became Broadstone, where he worked for 20 years. Simon has been with Charles Stanley since July 2012 and specialises in Private Client work, particularly, Self Invested Personal Pensions. He believes that understanding clients and managing their expectations is vital in the role of the Adviser and fully understands this concept. This is demonstrated by the fact that many of his clients have followed him from his previous employments, including a number of PLC directors. Simon lives in Lichfield with his wife and two children and when he has some spare time is a keen skier and squash player.


James Ford

Associate Analyst

0207 149 6891

Biography

More about James

James joined Charles Stanley in September 2018, starting out in the private client investment management operations department before transferring over to the research team in September 2019. He holds a Master's degree in Economics, Banking and Finance and is currently working towards the CFA qualification. James sits within the equity team as an associate analyst and focuses on the international equity sleeve.

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