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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

Shelley James

Investment Manager

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

Investment Manager

0122 331 0075

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

0122 331 0076

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

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.


Ben Johnson

Collectives Analyst

More about Ben

Ben joined Charles Stanley in 2016, initially as an Investment Writer before moving into the Collectives Research Team later that year. He is jointly responsible for the selection of best-in-class managers across all asset classes for inclusion on Charles Stanley’s collectives Preferred List. Ben graduated from the University of Southampton in 2013 and has previously worked at Invesco and Succession Group. He passed all three levels of the CFA Program at the first attempt.


Peter Jones

Investment Manager

More about Peter

Peter joined Charles Stanley from Gerrard Investment Management Limited (Barclays Wealth) in September 2009 where he had been a member of the Portfolio Management Team. Peter specialises in the investment of private clients' funds, charitable funds and SIPPs. He was previously a committee member and President of the Chartered Institute of Securities and Investments (CISI) South Coast Branch which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Formed in 1992 by London Stock Exchange practitioners, the Institute has more than 40,000 members in eighty-nine countries. When not working, Peter who is married with a young son, scuba dives and plays a variety of sports, notably football, golf and squash.


Simon Jones

Senior Investment Manager

020 7149 6490

More about Simon

Joined Charles Stanley from UBS Warburg in 2002 where he had been a director of the No1 Extel rated investment funds team .He utilises this knowledge in the management of discretionary portfolios and provision of advisory services to individuals and families. Simon is a Chartered Fellow of the Chartered Securities Institute with over 30 years of investment experience. He is also chairman of a private investment company and enjoys rugby.


Mia Kahrimanovic

Financial Planner

020 7149 6652

More about Mia

Mia joined the group in 2017 and has been a financial advisor for more than 16 years. Prior to joining Charles Stanley she was Senior Private Client Adviser with Close Brothers and Lloyds. Mia specialises in providing financial advice on Inheritance Tax Planning, general investments and retirement planning. Mia holds BSc in Economics and Maths and continues to build vocational qualification. Mia holds diploma in Regulates Financial Planning and expects to obtain her Chartered Financial Planning in 2019.


Sarita Kattoju

Intermediary Sales Manager

0797 012 7064

More about Sarita

Sarita joined Charles Stanley in 2017 and is tasked with growing the discretionary investment business for the Midlands. Sarita has 15 years of experience working within financial services and most recently served as a Financial Advisor with HSBC.


Sarita Kattoju

Intermediary Sales Manager - Midlands

0797 012 7064


Marrion Kaye

Secretary

020 7149 6135

More about Marrion

Marrion joined Charles Stanley in 2013 and provides secretarial support to the team of investment managers previously having vast experience in Legal and Medical administration functions. Marrion is the focus for arranging our MacMillan charity event throughout the firm.


Luke Keattch

Paraplanner

0122 587 8992

More about Luke

Luke is a Business Management graduate and holder of the DipFA Level 4 qualification in Financial Advice. Luke has 7 years’ experience as a paraplanner and works alongside Bath office’s Chartered Financial Planner, Tom Williams. Luke cover all areas of research including pensions, protection, taxation and trusts. Furthermore, Luke undertakes analytical work including cash flow modelling and investment risk and performance modelling. Although now living close to Bristol City’s stadium in South Bristol, Luke is a diehard Watford fan having been born in Hertfordshire. Luke is getting married next year and thought he would use this opportunity to thank the future Mrs Keattch for allowing him to go to so many Watford away games!


Ben Kelly

Equity Research Associate

0207 149 6548

More about Ben

Ben joined Charles Stanley in January 2019. He sits within the Equity research team as an Associate Analyst and is responsible for the selection of UK Equities for Charles Stanley's internal mandates. He has completed the Investment Management Certificate and has passed level one of the CFA Program. Ben is also a Chartered member of the Chartered Institute for Securities and Investments. He started his career in 2013 as a research assistant at Thesis Asset Management and has also previously worked at Aviva Investors and Baring Asset Management.


Arran Khangure

Portfolio Manager

0121 452 2979


Matt King

Administrator

0130 521 7407

More about Matt

Matt started work at Charles Stanley in November 2013 and assists Kate Spurling. He previously held administrative roles within the Dorset Volunteer Centre and at the Dorset County Council. Matt is a resident of Dorchester and lives with his family. He enjoys watching football, socialising with friends and going on holiday.”


Emily King

Administration

020 7149 6721

More about Emily

Emily has worked at Charles Stanley since 2011 and has worked across multiple departments, including Financial Planning and Private Client Investment Management. Emily is responsible for the ever increasing day-to-day administration required to manage client portfolios effectively.


Alistair King

Director Private Clients

0207 149 6166

More about Alistair

Alistair joined Charles Stanley in 1992 as an analyst, specialising in media companies, ultimately becoming joint Head of Research. He has been managing portfolios for clients since 1999 and specialises in high net worth families. He covers financial companies and the fixed interest sector for his team and sits on Charles Stanley's International Equity Committee. He is a Chartered Fellow of CISI, sits on the Private Client Investment Management Committee and is a Director of Private Clients.


Charlotte Lambeth

Branch Director/Senior Investment Manager

0139 245 3600

More about Charlotte

Charlotte is a Branch Director, looking after private individuals, trusts and corporate clients. Charlotte began work in the financial industry in 1997, originally as an independent financial adviser before becoming an investment manager looking after the management of institutional life, pension and hedge funds, before specialising in private clients. She is a Chartered Fellow of the Chartered Institute of Securities & Investment, and a Chartered Wealth Manager. She holds the Financial Planning Certificate, Investment Management Certificate and Securities Institute Diploma. Charlotte is a Trustee for the St Petrocks & Heavitree Parish Lands Charity which offers almshouse accommodation in Exeter, and is also a keen supporter of the local mountain rescue team. She lives just north of Dartmoor with her husband and son, and enjoys the benefits of living in this beautiful area through walking and photography


Marie Lawrence

Intermediary Sales Manager - Thames Valley

0186 532 0017

More about Marie

Marie has recently joined Charles Stanley from Prudential, where she spent the last 8 years as a business development manager. She has over 25 years’ experience in the industry, starting out as an adviser before moving into the intermediaries market. In that time she has worked with a number of high profile companies, including Scottish Amicable, Aegon and Zurich. Marie has 2 boys and enjoys arthouse cinema and music in her spare time.


William Le Blanc-Smith

Investment Manager

0207 149 6553

More about William

Will Le Blanc-Smith joined Charles Stanley on the graduate programme in September 2006, having completed a Bachelor of Sciences degree in Politics at the University of Bristol. He has been working with William Shaw since December 2007 and completed his relevant professional qualifications in the summer of 2008. Since then he has been looking after a range of private clients, trusts and charities as an investment manager and is now a Chartered Fellow of the Chartered Institute for Securities and Investment. His role includes selecting investments and looking after portfolios as well as liaising with clients to ensure their portfolio is right for their needs and circumstances. Will lives in Battersea and can regularly be found on local tennis courts


Shelley Leaney

Director of Private Clients

020 7149 6362

More about Shelley

Shelley Leaney joined Charles Stanley in 1999, having previously worked at Burrough Johnson Stockbrokers and Knill James Chartered Accountants. Shelley studied Classical Music at Trinity College of Music, London. Shelley is head of a Team and manages Discretionary Portfolios for private clients, charities and trusts, both nationally and Internationally. She is a Director of Private Clients, Fellow of the Securities Institute, and Chartered Wealth Manager. In September 2018 she was appointed to the Executive Committee of Charles Stanley.


Pauline Levine

Branch Support

0161 828 0225


Daniel Lewis

Paraplanner

0207 149 6198

More about Daniel

Having attended University in Sheffield, Dan graduated with a 1st Class Honours Degree in International Finance & Investment. He has spent over two years with Charles Stanley, completing his Level 4 Investment Management Certificate through the CFA, going on to complete the Level 4 Diploma in Financial Planning and is now nearing completion of his Chartered exams.


Matt Lidstone

Senior Investment Manager

0207 149 6179

More about Matt

Matt Lidstone joined Charles Stanley in 2005, having previously worked at Prudential Bache. Matt looks after private clients, charities and trusts on a Discretionary and Advised basis.


Mike Lilwall

Director of Private Clients

0207 149 6244

More about Mike

Mike became a Director of Charles Stanley Ltd in 1997 on its acquisition of Shaw & Co where he was Chief Executive Officer. Mike was previously a Director of both Seymour Pierce Butterfield and Brewin Dolphin Ltd and has been looking after clients since 1982. After 19 years on the Board of Charles Stanley & Co, Mike stepped down in 2016 to concentrate on managing his high net worth clients.


Nicola Loudon

Investment Manager

0113 200 5246

More about Nicola

Nicola graduated with a First Class Honours degree at The University of Birmingham and spent the first five years of her career at the Harrogate office of Redmayne Bentley, following qualification as a stockbroker in 2010 she went on to achieve the Masters in Wealth Management to become an Investment Manager. Since joining Charles Stanley in July of 2014 Nicola has worked with a diverse range of clients such as Private Individuals, Charities, Pension Funds and Companies to ensure they take the right path when working to achieve their financial goals. Nicola has also built strong relationships within the IFA community where she works with other professionals to deliver bespoke investment solutions. Nicola plays an active role as a committee member of the Chartered Institute for Securities & Investments where she works to develop a vibrant calendar of both educational CPD events and Networking events. Nicola recently became a Governor of the Harrogate Ladies College with specific responsibilities for overseeing the School’s Investments and ensuring Student Welfare. Nicola is a keen skier and spent a year working in the French Alps before University. She also enjoys travelling and looks forward to exploring more of the World.


Hedley Lovegrove

Associate Portfolio Manager

0207 149 6471

More about Hedley

Hedley joined Charles Stanley Asset Management as an Associate Portfolio Manager in November 2018, after graduating from Sheffield Hallam University with a first-class honours degree in International Finance and Investment and completing a placement year within Charles Stanley’s Birmingham branch. He holds the Investment Advice Diploma and is a CFA Level 2 candidate.


Shannon Low

Investment Manager's Assistant

0207 149 6824

More about Shannon

Shannon has been with Charles Stanley for over 4 years. Originally starting in the back office orking with the Valuations department, she recently moved over to join the team as an admin assistant.


Sally Luckhurst

Office Assistant

0186 532 0000

More about Sally

Sally joined the Oxford team in 2019 as a Part Time Branch Administrator. She lives near Thame with her 2 children. When not at Charles Stanley you will usually find Sally stood by the side of a football pitch or a swimming pool. She enjoys country walks with her children and their Border Collie, Snowboarding and weekends away.


Peter Luders

Director of Private Clients

0207 149 6653

More about Peter

Peter Luders joined the UK stockbroking business of Matheson Securities in 1987 as an investment analyst and worked alongside the partners of the firm assisting with their private client business. The firm grew substantially and was sold to Prudential Bache of the US in 1999 . During this period, Peter was becoming more involved with the private client side of the business and he dropped his research role in 2004. He joined Charles Stanley in 2005 as part of a large team from Prudential Bache to provide a stable environment and a UK parent company for his client base. Peter was made a Director of Private Clients in the Investment Management division in 2010 and has been managing the Charles Stanley Select Portfolio since June 2009. He has an honours degree in Business Studies and is a Chartered Fellow of the Chartered Securities Institute, as well as a Chartered Wealth Manager.

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