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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

Gareth Hayward

Director of Private Clients

0207 149 6148

Biography

More about Gareth

Joined Charles Stanley in 1999 after a career spanning 18 years in corporate broking and corporate finance with Nomura International, Vickers da Costa (subsequently Citicorp Scrimgeour Vickers) and Henry Ansbacher, experience he brings to bear when managing client portfolios.


Mark Henderson

Investment Manager

01892 557 115

Biography

More about Mark

Mark is a senior investment manager in the Tunbridge Wells office who is responsible for managing portfolios on behalf of a wide range of clients including private individuals of all ages both in the UK and overseas, charities, trusts, SIPPs and corporate accounts. Mark is also a Chartered Fellow of the Chartered Institute of Securities & Investments. He started his stockbroking career with Kleinwort Benson back in the late 80s when he worked in the City for five years before joining Shaw & Co back in Tunbridge Wells. He became manager of their Crowborough branch and subsequent to the acquisition of Shaw & Co by Charles Stanley in 1998, the two branches merged in 2004. During this time Mark helped steer his clients through the TMT or Dotcom ’bubble’ of the late 1990s, and more recently the Financial Crisis of 2007/08. He was also part of a small team who managed a Utilities Fund which had an enviable track record of being the No.1 performer for many years. Mark lives with his wife Francesca in the village of Matfield just outside Tunbridge Wells and enjoys fly fishing, skiing, playing backgammon and walking the dogs at weekends.


Matthew Henderson

Investment Adviser

0131 550 1227

Biography

More about Matthew

Matthew joined Charles Stanley in 2016, having previously worked at UBS . Matthew looks after private clients, charities and trusts on both a Discretionary and Advised basis. He is a member of the CISI and holds the Chartered Wealth Manager qualification.


Frances Hennessey

Branch Administration Manager

0161 828 0215


Sarah Hill

Senior Administrator

Biography

More about Sarah

Sarah originally joined Charles Stanley as a Broker’s Assistant in 2008 in the Isle of Wight Office, having previously worked as a Mortgage Adviser and various other positions in Financial and Legal Services. Following a house move in 2019, Sarah re-joined the Charles Stanley Southampton Office as a Senior Administrator. A keen, but by her own admission, novice gardener, Sarah enjoys the outdoors, socialising with friends, travel , live music events and is a fair-weather camping fan in the summer months.


Mark Hinds

Branch Manager & Investment Manager

0160 367 1500

Biography

More about Mark

Mark joined the Norwich Branch of Charles Stanley in 1998 and became Branch Manager in 2013. He manages investment portfolios for private individuals, trusts and charities both directly and working with financial advisers, solicitors and accountants. He holds a Master of Architectural Engineering MEng (Leeds University and Pennsylvania State University), is a Chartered Fellow of the CISI and the President of the East Anglia Branch of the CISI.


Marie Hinton

Personal Assistant

Biography

More about Marie

Marie joined Charles Stanley as a Personal Assistant in 2019, having previously worked in financial services industry. Since 2014 she has worked as an Executive Assistant and holds LL.M in Law and PGDip in Business Psychology. Outside of work, Marie enjoys reading books, travelling, playing tennis and teaching her little dog new tricks.


James Hoare

Financial Planner

0207 149 6162

Biography

More about James

James is a Financial Planner and has been with Charles Stanley since 2017, after graduating from the University of Leeds with a degree in Mathematics and Philosophy. He also holds the CII Advanced Diploma in Financial Planning. James provides a holistic Financial Planning service to private clients, which is achieved by understanding their specific personal circumstances, developing a comprehensive financial strategy, and providing regular reviews to ensure that they remain on track. He covers a wide range of areas but specialises in planning for retirement, helping to pass wealth through families, tax mitigation and long-term investment planning.


Aimee Hogg

Investment Manager

0160 367 1500

Biography

More about Aimee

Aimee joined Charles Stanley in 2013 having graduated from the University of East Anglia with a 1st class BSc (Hons) degree in Business Management. She is a Chartered member of the CISI and has completed the Investment Advice Diploma and Chartered Wealth Manager qualifications. She manages investment portfolios for private clients, trusts and charities. Aimee is also a committee member of the Norwich Business Women’s Network.


Martina Holosi

Office Manager

0120 231 7788


Angela Holt

Investment Manager

0207 149 6663

Biography

More about Angela

Angela joined Charles Stanley in 2006 and qualified as an Investment Manager in 2009. Angela constructs and manages investment portfolios for a wide range of private clients, including ISAs, SIPPs, trusts and charities. Angela is a Chartered Fellow of the Chartered Institute of Securities and Investment, holding the CISI Diploma, and has sat on the CISI exam panel as an industry specialist. Angela has a joint BA Hons degree in History & Politics from the University of Leicester.


Rachel Homewood

Investment Manager

0175 267 5686

Biography

More about Rachel

Rachel has been working for Charles Stanley in Plymouth since 1999, following graduation. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Securities Institute Diploma. She manages a variety of Portfolios, including Private Client’s General Accounts, ISAs & SIPPs plus Charities, Corporate accounts and Offshore Bonds. Outside of work Rachel enjoys travelling, watching tennis and skiing.


Stuart Hood

Head of FP, Finance & MI


Simon Hopewell

Branch Manager/Senior Investment Manager

0116 366 6200

Biography

More about Simon

Simon is the Branch Manager for the Leicester office. He joined the newly established Leicester branch office of Charles Stanley in September 2013 as a Senior Investment Manager. With over 20 plus years of industry experience, Simon’s specialises in the management of multi-asset class portfolios for private clients in a variety of mandates such as pensions, offshore trusts and offshore bonds. In addition, Simon has considerable experience in working on Court of Protection mandates.


Una Hopkins

Consultant

0131 550 1285

Biography

More about Una

Una Hopkins joined Charles Stanley Edinburgh in 2010. Una is a Chartered Accountant and has extensive Financial Services and Accounting experience having worked in private practice for fourteen years in Jersey, Channel Islands. Una's responsibilities include looking after the Branch's internal accounting function, assisting with human resource and compliance issues and undertaking various project initiatives.


Emily Horwood

Investment Managers Assistant

01223 310 084

Biography

More about Emily

Emily joined Charles Stanley in November 2015 after graduating from college. She has acquired the CISI Level 3 award for Introduction to Investments and is continuing her studies towards her CISI Investment Advice Diploma. Emily supports our Investment Management team and assists with execution only trading and accounts for deceased estates, solicitors and execution only clients. Emily enjoys playing the piano, spending time in the garden and keeping active.


Sam Houston

Senior Investment Manager

01305 217403

Biography

More about Sam

Sam began his stockbroking career in the City in 1986 as a member of the London office of the long standing Manchester firm Henry Cooke, Lumsden. In 1995 he moved, as part of a team of three brokers, to Charles Stanley’s City offices where he worked for several years before accepting an opportunity to relocate to Dorset. Sam is a Chartered Fellow of the Chartered Institute of Securities and Investment and principally looks after discretionary and other managed investment portfolios; his clients include private individuals, trusts, pension funds, charities and investment companies. Sam is assisted by Marie Alford and their secretary and administrator, Helena Oakes.


Lucy Howard

Brokers Assistant


Maddie Howes

Administrator

0161 828 0222


Nigel Humphrey

Senior Portfolio Manager

0207 149 6773

Biography

More about Nigel

Nigel Humphrey joined Charles Stanley in March 2009 and has nearly 30 years of investment experience, having also worked as a Senior Private Banker for 15 years at Coutts & Co, and SG Hambros Bank for 2 years. He is a Chartered Fellow of the Securities Institute, an Associate of the Chartered Institute of Bankers and holds the Dip PFS, and CeMap qualifications. He is primarily responsible for managing our Multi Manager Portfolios, and also looks after private clients, charities and trusts on a Discretionary and Advised basis.


James Huntington

Paraplanner

0186 532 0011

Biography

More about James

James is a Business Studies graduate and holder of both CII Level 4 Diplomas in Financial Planning and Regulated Financial Planning. With a wealth of paraplanning experience, James covers all research areas of pensions, protection, investment management, taxation and Trusts. In processing the personal information provided during client meetings, James is able to research the best solutions that meet clients’ individual financial needs and translate this into bespoke reports and supporting evidence for consideration by our clients. He also undertakes analytical work including cash flow forecasting, asset allocation and investment modelling.


Lynn Hutchinson

Senior Collectives Analyst (Passives)

020 7149 6130

Biography

More about Lynn

Lynn started working in the City in 1992. Since joining Charles Stanley in 2013, following the acquisition of Evercore Pan Asset, she has led the passive fund research programme and is responsible for selecting both index and exchange traded funds onto the firm’s preferred and covered fund lists. Lynn began selecting index tracking products for portfolio inclusion in 2008 when she joined a new start-up company Pan-Asset. Prior to this she was a member of the dealing and investment strategy implementation team at Sarasin. She holds the Investment Management Certificate.


Mark Ireland

Investment Manager

0131 550 1225

Biography

More about Mark

Mark joined Charles Stanley in 2014 having previously worked at Brewin Dolphin. Mark studied Economics at the University of Glasgow and is a Chartered Wealth Manager. He looks after private clients, charities and trusts on both a Discretionary and Advised basis.


Simon Jacobs

Chartered Wealth Manager

0130 521 7416

Biography

More about Simon

Simon began his stockbroking career in 1987 with Richardson Chubb Love Rogers and qualified as the youngest Member of the London Stock Exchange in 1989. Simon is now a Chartered Fellow of The Chartered Institute of Securities and Investments and was one of the founding Presidents for the South Coast region. He established his own successful stockbroking firm in 2000 and joined Charles Stanley in 2012. Simon is responsible for managing portfolios for a wide range of private clients both in the UK and overseas as well as charities, trusts and pension funds.


David James

Director of Financial Planning & Operations

0121 452 2902

Biography

More about David

David joined the group in 2017 and has been a financial advisor for more than 25 year. Prior to joining Charles Stanley he was Senior Director with EFG Independent Advisers, a division of EFG Private Bank. for more than 12 years. David specialises in providing holistic financial advice on Inheritance Tax Planning, general investment and retirement planning and he also advises a number of Senior company executives in relation to Business continuity strategies. David heads up Fitzrovia Financial Planning which is a joint venture between Goodman Jones LLP Chartered Accountants and Charles Stanley.


Sarah James

Administrator

0292 167 0325

Biography

More about Sarah

After studying Business Studies, Sarah began work as a partner’s assistant in an old established Cardiff stockbroking firm in the 1980’s. As a result of takeovers, she worked for several stockbroking firms including latterly Gerrard Investment Management/Barclays Wealth. Sarah has been in the investment management industry for just under thirty years, and has developed a wealth of knowledge and understanding of the administration side of the business - in particular she spent many years concentrating on providing a probate service for both solicitors and private clients. Sarah joined the Cardiff office of Charles Stanley on 1st September 2014 to run the office administration and supports all the investment management and intermediary teams.


Shelley James

Investment Manager

Biography

More about Shelley

Shelley specialises in managed portfolios for private clients, trusts and SIPPs. She began her investment management career in 1999 when she joined a small firm of Stockbrokers, Cave & Sons, whilst studying for her degree in Financial Services. Shelley joined Gerrard Investment Management in 2004, part of the Barclays Wealth and Investment Management business in Bournemouth. In June 2014, Shelley joined Charles Stanley. Shelley is a Chartered Fellow of the Chartered Institute of Securities & Investments, which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Shelley is a committee member and previous President for the local South Coast Branch. Living in North Dorset, Shelley enjoys spending time with her family, and, having recently bought an old cottage in need of renovation, any spare time is well accounted for.


Alex James

Branch Manager

01223 310 075

Biography

More about Alex

Alex joined Charles Stanley in 2014 and manages investment portfolios for private individuals, trusts, companies and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Alex is a graduate of Loughborough University and has been working in the investment management industry since 2002. For 10 years prior to joining Charles Stanley, Alex held investment management and private banking roles in the wealth management division of a global banking organisation. In his spare time Alex is a keen runner, regularly completing long distance races, up to and including marathons.


Ross Jeffries

Office & Portfolio Manager

01223 310 076

Biography

More about Ross

Ross joined Charles Stanley in June 2013 after previous roles in retail banking and IT. Ross’s primary function within Charles Stanley is to manage our administration team, providing support to all staff and assisting with the smooth operation of the office. He will review portfolios on behalf of our investment team and is our first point of contact for Execution Only and Gold card clients, performing transactions at their instruction. Ross holds a Bachelor of Commerce majoring in Finance and an Investment Advice Diploma, continuing his studies in Wealth Management. He is an Associate of the Chartered Institute for Securities & Investments and our First Aid Officer.


Caroline Joaquim

Investment Management Assistant

0148 323 0814

Biography

More about Caroline

Caroline commenced her working career within the legal profession followed by learning the background to stockbroking within Barings, prior to their takeover by ING, where she assisted with setting up the High Net Worth Client department. Caroline also takes on the responsibility for organising a number of Charles Stanley's Guildford office events. Her interests include photography, travel, theatre and cookery.

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