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Charles Stanley

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

Chris Harris

Senior Investment Manager

0207 149 6216

Biography

More about Chris

Chris is a Chartered Fellow of the Chartered Institute for Securities and Investment. After graduating from Southampton University with an Honours degree in History, Chris started work with Charles Stanley on the graduate trainee scheme in 1998. Now with Charles Stanley for over twenty years he manages portfolios predominately for private clients, trusts, charities and pensions on both a discretionary and advisory basis. Additional past roles with Charles Stanley have included joint management of the Matterley Equity and Regular High Income funds during which sector leading performance was achieved.


Chris Harris-Deans

Senior Investment Manager and Director of Regional Development

0139 245 3600

Biography

More about Chris

Chris is Director of PCIM Development & a member of the Company's Management Committee. He is an Investment Manager & looks after portfolios for private clients, pension funds and charities. Chris is a graduate of Exeter University and has been working as an Investment Manager since 1996. Chris is a former Board Director of the Chartered Institute of Securities & Investments, the professional body for stockbrokers/Investment Managers and previously chaired their Membership Committee as well as sitting on the Disciplinary Panel. Chris lives on the edge of Exeter with his wife & two children. In his spare time he enjoys playing and watching most sports.


Leah Harrop

Investment Manager's Assistant

0207 149 6992

Biography

More about Leah

Leah joined in 2015 as an Investment Managers Assistant to the team and has achieved the Chartered Institute for Securities & Investment (CISI) Level 3 Certificate in Investment Operations. Leah is in charge of all the administration for the team including private client accounts, ISAs, trusts and pensions.


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

0189 255 7115

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 Ian Harley’s team in September 2016 and assists with the management of advisory and discretionary clients. Following completion of a degree in Sociology from the University of Edinburgh he worked in corporate finance before moving into private client wealth management with UBS. Matthew is a qualified Chartered Wealth Manager. He also enjoys a variety of sports including Rugby, Football, Golf and Skiing.


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

Trainee Financial Planner

0207 149 6162

Biography

More about James

James joined Charles Stanley in 2017 as a Trainee Financial Planner as part of their Professional Training Programme. James attended the University of Leeds, where he studied Mathematics & Philosophy. James has since completed the CII Diploma in Regulated Financial Planning and is currently working towards his Chartered Financial Planner qualification.


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.


David Holmes

Investment Manager

Biography

More about David

David started his career in the industry in the early 80s and specialises in the management of Private Client, Trust and Charity portfolios. In 1985 he joined Chase Manhattan Bank in the City of London just before the big bang which saw the Stock Exchange floor disappear, only to be replaced by computers. A year later he moved back to Dorset with the bank - now known as JP Morgan. Robson Cotterell persuaded him to return in 1987 just before the great Stockmarket crash. In 1990 David transferred to the Canford Cliffs office to be part of a three man team of stockbrokers which subsequently relocated to Wimborne in 1999. In 2010 David took on the role of Branch Manager and now enjoys a close working partnership with Peter Jones, Alistair Mitchell and Sean Mylchreest in the Southampton. In his spare time he enjoys the company of his wife, his two Cocker Spaniels and enjoys a good pub walk. David has a passion for skiing in the winter and is an active Rotarian, he is also proud to be a big part of the Bransgore Beer Festival which has raised over £25,000 for local and International charities.


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 March 2014 and works with Christopher Clayhills-Henderson’s team. Prior to this he spent six years with Brewin Dolphin in Inverness. Mark is a Chartered Wealth Manager and has significant experience managing investments for individuals, charities and trusts. Away from work Mark can be found cycling or hiking in the Scottish countryside.


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. Outside the office Simon is kept busy by his two young sons who ensure that he rarely has a quiet moment!


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.

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