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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

Allan Marshall

Director of Private Clients

020 7149 6177

More about Allan

Allan is a Chartered Fellow of the Chartered Institute for Securities and Investment, is qualified as a Chartered Wealth Manager and is a pension trustee. After graduating from Dundee University with an Honours degree in Mechanical Engineering Allan initially worked for British Aerospace before embarking on a career in the City. Now with Charles Stanley for over thirty years he continues to manage portfolios predominately for private clients, trusts, charities and pensions on both an advisory and discretionary basis. Outside of the office his interests include cycling, golf and skiing as well as the arts and travel.   


Adam Martell

Investment Manager

0113 200 5247

More about Adam

Adam joined Charles Stanley in 2016 and has over 8 years’ experience managing bespoke investment portfolios for individuals and on behalf of financial advisers. He also works with solicitors and accountants. Adam is passionate about helping to both protect and grow assets for a range of clients, including private clients, trusts, pension funds and charities. He graduated with a First Class Honours degree in Business Management from Newcastle University, before completing the postgraduate CISI ‘Chartered Wealth Manager’ qualification. Prior to Charles Stanley Adam invested on behalf of charities at Brewin Dolphin in Newcastle. He lives in West Yorkshire with his wife and son, is a Board Trustee for The Hunslet Club in Leeds and a Council Member of the Leeds CII & PFS.


Simon Martin

Branch Manager/Investment Manager

0113 200 5242

More about Simon

Simon started his career in June 1987 working for Penney Easton in London which, after various mergers and name changes, evolved into Allied Provincial Securities. In 1994 Simon chose to take a break from the investment industry whilst studying for an MBA at Bradford University Management School, which he passed with distinction. After completing the MBA, Simon joined Greg Middleton, which eventually evolved into Barclays Wealth. At Barclays Wealth Simon was Portfolio Manager for both the Leeds and Teesside offices,managing in excess of £100m of discretionary money. A large percentage of this money was charitable money. In May 2008 Simon, together with Jonathan Baker, was offered the opportunity to set up the new Leeds office for Charles Stanley. Finally, he is also a parent governor at his local village primary school and Chair of the Finance Committee.


Gordon Martin

Senior Investment Manager

0132 343 7440

More about Gordon

Gordon Martin Chartered FCSI entered stockbroking in the early 80's as a valuations clerk for Le Mare Martin & Co. He was promoted to a Blue Button (trainee dealer) on the London Stock Exchange floor before advancing to a Dealer, transacting the business of the firm. He then joined Townsley & Co before moving to the Hove office of Durlacher in April 1993, where he managed portfolios for private clients, trusts and charities. He joined Charles Stanley in June 2002.  Gordon is a Chartered Fellow of the Securities Institute and a Chartered Wealth Manager.


Charlotte Mashiter

Investment Managers Assistant

01892 557 100

More about Charlotte

Charlotte has been with Charles Stanley since 2015, having previously worked in a variety of roles with BNY Mellon and Capita in Corporate Action and Employee Share Plan administration. Within the Tunbridge Wells office, she assists Jon Curtis and Katie Presland with all aspects of the administration of their clients’ portfolios and she is an Associate member of the Chartered Institute for Securities and Investment. Her hobbies include gardening, walking in the Kent countryside and on the South Downs and attending Agility and Gundog classes with her Cocker Spaniel, Molly.


Joanna Mason

Investment Manager's Assistant

0207 149 6239

More about Joanna

Jo joined Charles Stanley in 2004 as an Investment Managers Assistant. Jo assists a team of Investment Managers in areas of private clients, charities and trusts on both a Discretionary and Advised basis and also specialising in Probate matters.


George Matthews

Investment Manager

0207 149 6329

More about George

George is an Investment Manager and has been with Charles Stanley since 2013. He has a BA Hons in History from Cardiff University, after which he spent 5 years in the army, leaving as a Captain after an operational tour of Afghanistan. He is a Chartered Member of the Securities Institute and a level 7 Chartered Wealth Manager. He looks after a range of discretionary investment portfolios for private individuals, their pensions and family trusts. He also manages investments for a number of charities.


Nicola Mavroleon

Investment Manager

01483 230 813

More about Nicola

Nicola has a 2:1 in Economics and Politics. She is a fully qualified member of the CISI and became a fellow in 2006. She has 20 years of experience in the financial services industry. After spending more than 12 years in Charles Stanley's London office Nicola joined the Guildford team in October 2012. She has experience managing a range of discretionary and advisory portfolios on behalf of private individuals, Trusts and Charities. Outside of the office Nicola enjoys spending time with her family, organising fixtures for her son’s cricket team and practising yoga.


Jack McClean

Investment Manager Administrator

More about Jack

Jack joined Charles Stanley Edinburgh in 2017 after graduating from Heriot Watt University with a degree in International Business Management. Jack assists with the administration of Advisory and Discretionary private client portfolios within a team which supports Branch Manager Christopher Clayhills-Henderson. Jack is a very keen sportsman, with a with a particular focus on rugby, playing for Heriots RFC since 2013.


Liam McGowan

Administrator

0131 550 1266

More about Liam

Liam joined Charles Stanley in January 2019, having previously worked at Scottish Widows.


Andy McGowan

Director of Financial Planning - Midlands

0121 452 2916

More about Andy

Andy joined Charles Stanley in Birmingham as Director of Financial Planning for the Midlands in June 2014 to bolster the company’s growing Financial Planning services and presence across the region. He was formerly head of Financial Planning in the Midlands for RSM Tenon where he developed their Corporate and Private Client propositions. Prior to this Andy has had a long and distinguished career working in senior roles with BDO, HLB Kidsons and Scottish Widows. He is an associate of the Pensions Management Institute and the Personal Finance Society.


Barry McGowan

Chartered Financial Planner

0131 550 1219

More about Barry

Barry joined Charles Stanley in February 2018 from Tilney. Barry is a 40 year veteran of Financial Planning where he has both worked for and run businesses focused upon private client financial planning. Barry is a Chartered Financial Planner and member of the CII.


Giles McKean, Chartered FCSI

Senior Investment Manager

0186 532 0000

More about Giles

Giles graduated from Leeds University with a degree in Accountancy and Finance in 2006. He started his career in Financial Services in 2008, joining HSBC, and moved to Charles Stanley in 2010. He completed the CISI Masters in Wealth Management in 2011 and became a Chartered Fellow of the Institute for Securities & Investment in 2013.


Marcia McKenzie

Senior Branch assistant

0121 234 6700

More about Marcia

Marcia has worked in financial services for over 30 years, initially in banking with NatWest prior to joining Greig Middleton where she became a valued member of the team. Marcia joined the Charles Stanley office in Birmingham in August 2005 with her colleagues. As a Fellow of the Institute of Professional Administrators she keeps the office paperwork under control and ensures all documentation is in place for accounts. Although Marcia has lived in Birmingham all her life, the family hails from Barbados, a place to which she returns most years just to make her colleagues jealous! Outside of the work environment her main passions are tennis and athletics but she enjoys most sports. Also enjoys reading and socialising with friends, usually at restaurants or the theatre.


Andrew Meigh

Director of Financial Planning

More about Andrew

Andrew Meigh joined Charles Stanley as Director of Strategic Development in 2012 and was appointed to the Executive Committee on March 2017. He has been Managing Director of the Financial Planning division since March 2016, in which time he has overseen a major restructuring and re-positioning of the business. Prior to Charles Stanley he was Managing Director Equity Capital Markets at Société Générale and CEO of Clarkson Investment Services. He has also held senior positions at Jefferies LLC and HSBC having started his career as a lawyer at Norton Rose Fulbright.


Rory Menmuir

Senior Financial Planner

0121 452 2943

More about Rory

Rory completed his education at the University of Liverpool with a BSc (hons) in Zoology, the perfect foundation for a life working in Financial Services. He holds the Diploma in Regulated Financial Planning and expects to obtain his Chartered Financial Planner and Fellowship status shortly. Rory started his Financial Services career with PKF Employee Benefits Consultants in 2001 and moving on to Jobson James Financial Services Ltd in 2005. Rory has worked through all departments in Jobson James, starting in administration, then paraplanning and becoming a Financial Planner in 2008. Jobson James Financial Services Ltd became part of the Charles Stanley Group plc in May 2011. He now specialises in providing Retirement and Inheritance Tax Planning advice to Private Clients. Rory lives in Lichfield, is married to Nicola and has two Sons. Rory played Rugby for a number of years, but has now had to retire from this pursuit and now spends the little free time he has mountain biking on Cannock Chase, the Lake District and Scotland. He loves spending time in the mountains whether on foot or by bike and is also now developing an interest in golf.


Mark Merten-Jones

Branch Manager/Investment Manager

0121 452 2932


Jeremy Messenger

Chartered Wealth Manager

0130 521 7415

More about Jeremy

Jeremy joined Charles Stanley in 2012, having graduated from Loughborough University with a BSc Honours degree in Banking, Finance and Management. Jeremy manages bespoke discretionary and advisory portfolios for private clients, including ISAs and SIPPs, trusts and charities. Jeremy obtained the Level 7 Masters in Wealth Management in 2015 through the Chartered Institute of Securities and Investments, and became a Chartered Fellow of the Institute in 2018. Home is a small village close to the Jurassic Coast, with his wife and two young daughters who ensure he is kept busy and rarely has a quiet moment!


Tom Miller

Financial Planner

0207 149 6670

More about Tom

Tom is a qualified Financial Planner and joined Charles Stanley in 2015. Tom helps private individuals achieve their lifetime goals by advising on areas such as retirement planning, investment and inheritance tax planning.  He is also a pension transfer specialist. Outside of work Tom enjoys travelling and playing sport.


Samanthi Miller

Investment Manager's Assistant

0207 149 6575

More about Samanthi

Samanthi joined Charles Stanley in 2007 working within an Investment Management team. Prior to Charles Stanley, Samanthi read Psychology at the University of Southampton and worked within the National Health Service. Samanthi completed the CISI Level 3 Certificate in Investments (Securities - Retail) in 2010 and Financial Markets unit in 2012. She has a wealth of experience in Investment Management support and the smooth running of a busy Investment Management team.


Adele Milne

Administrator

0122 405 2076

More about Adele

Adele joined Charles Stanley in April 2019 as a Financial Planning Administrator having previously worked at Private Bank Adam & Company for 8 years. Adele is responsible for the smooth running of the Aberdeen office on a day to day basis, along with providing administration support to her colleagues as well as a first class service to our clients. As a keen animal lover, Adele’s free time is often spent outdoors exercising her Dutch Shepherd Belle and her four Chihuahua’s.


Charles Milner

Director of Private Clients

0207 149 6297

More about Charles

awaiting bio


Helen Milner

Chartered Wealth Manager

0130 521 7414

More about Helen

Helen manages a range of portfolios for mainly Private Clients and Trusts. She is a Chartered Fellow of the Chartered Institute for Securities and Investments and has completed the STEP Certificate for Financial Services (Trusts and Estate Planning). Away from the office Helen enjoys spending time with her family in Somerset.


Nick Minto

Intermediary Sales Manager - North

0798 970 4039

More about Nick

Nick joined the Charles Stanley Intermediary sales team in February 2016. Prior to joining, Nick worked at Standard Life for 13 years as business development manager dealing with banks, wealth managers, building societies and financial advisers. Previous to that role, he spent 14 years at Axa as a regional account manager. Professionally he holds both the Chartered Financial Planner and Chartered Wealth Manager qualifications plus he has also passed the Society of Trustees and Estate Practitioners (STEP) certificate for Financial Services. The focus at Charles Stanley will be to develop financial adviser relationships across the North of England working closely with the Investment Managers in the Leeds and Manchester offices. Along with investment Nick will bring his knowledge of retirement and succession planning strategies to the role. Outside work Nick is interested in a range of sports but in particular enjoys watching his son compete in swimming galas and triathlon events.


Richard Missen

Senior Branch Director/investment Manager

0139 245 3600

More about Richard

Richard is a Branch Director within the Exeter office. He is an Investment Manager & looks after portfolios for private clients, trusts and pensions and works closely with their other advisors to enable a strong partnership for holistic advice. Richard is a graduate of Exeter University and has been working as an Investment Manager since 2001. Richard is a former trustee of a local charity and has developed a strong link with both local and national charity contacts and is now actively involved in looking to develop his work within the charity sector. In conjunction with two independent partners, he now regularly runs a charity workshop to provide a facility for charity contacts to discuss issues which are relevant to the sector at the current time. Richard lives in Exmouth, with his wife and two children. When the commitments of a busy family life allow, Richard enjoys most sports and visits a gym regularly.


Alistair Mitchell

Investment Manager

More about Alistair

Alistair is an experienced private client Investment Manager having started his investment management career in the City over thirty years ago. It was a real 'baptism of fire' as it was only a few months prior to the infamous October 1987 'crash'. This and the subsequent ups and downs in the markets have provided Alistair with invaluable experience of managing portfolios in differing and difficult market conditions. Alistair is a Fellow of the Chartered Institute for Securities and Investments and manages portfolios on behalf of a range of private individuals (including SIPPs), trusts and charities.


Aamna Mobashar

Portfolio Analyst

0207 149 6119

More about Aamna

Aamna Mobashar joined Charles Stanley in 2015, having studied at London School of Economics and Political Sciences reading Finance and Economics. Aamna’s role within the Team is as Portfolio Analyst and assists the Head of Team with all aspects of Portfolio Management.


Phill Moonie

Senior Investment Manager

0170 222 1708

More about Phill

Phill has been at Charles Stanley for over 25 years after joining our back office in 1993. Having worked his way up from the Contracts Department, he has taken all the relevant exams to become a Fellow of the Chartered Institute of Securities & Investments. Phill has been actively managing a range of clients’ portfolios for over 20 years and offers a bespoke management service for private clients, trusts, personal pensions and company accounts. Having reached the 25 year mark in the City, Phill had the opportunity to move offices and bring his wealth of experience to the Leigh-on-Sea Branch, having known the team for many years, as he lives locally. He currently resides in Leigh-on-Sea with his wife Anne-Marie, and children Alana and Ollie. What spare time he has, he enjoys boxing and football and is a Tottenham Hotspur season ticket holder.


Stephanie Morgan

Investment Managers Assistant

0139 245 3600

More about Stephanie

Steph joined Charles Stanley in December 2015 and built on her existing admin experience to gain a deeper understanding of the investment industry. Steph is an experienced member of the team delivering a high level of service for clients managed by Chris, Charlotte and William and is an Information Provider, allowing her to provide all levels of information on portfolios outside of advice. She also holds two of the three papers required for the CISI Investment Operations Certificate. Steph spends most of her spare time as Chairman of her local amateur dramatics society ensuring the smooth running of the company.


Christopher Morgan

Senior Investment Manager

0122 587 8999

More about Christopher

Christopher spent 22 years in the Royal Navy as a Chartered Engineer, mostly in nuclear-powered submarines. On leaving the Navy in 1994 he joined Laws & Co in Bristol, subsequently part of the Greig Middleton Group. He was invited to join Charles Stanley in 2001 to run the Bath office but stepped aside from this aspect in 2013 to concentrate on his role as an investment manager. His clients include individuals, families, small companies/businesses, trusts, charities and pension funds. Christopher has a BSc in Marine Engineering (from the Royal Naval Engineering College), a post-graduate Diploma in Nuclear Technology (Royal Naval College, Greenwich) and is a Chartered Fellow of the Chartered Institute of Securities and Investments. He is a trustee of the Princess Anne’s Charities Trust and Whitehill Chase Foundation Trust. Past passions such as sailing, polo and horses have passed by the wayside but tennis, ski-ing and country pursuits continue. Christopher is married with two sons and lives in North Wiltshire.

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