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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

Katie Presland

Senior Investment Manager

01892 557 100

More about Katie

Katie is a Senior Investment Manager in the Tunbridge Wells office and her career in the industry has spanned over 27 years in managing the investments of private clients, charitable funds, trusts and SIPPS. She started her career in 1993 with Albert E Sharp in Bristol and joined Rathbones (Neilson Cobbold) in Bristol in 1997, before relocating to their Tunbridge Wells office in 1998, and then opened the office for Charles Stanley in 2001. Katie is well regarded and known within the industry and investment community, and recently stepped down as President of the South East Branch for the CISI after 2 years and she was also Vice-President for the previous 4 years. She also takes time to support local charities and works closely with local agents and out of the office Katie enjoys spending time with family, particularly her partner and 2 daughters.


Ben Prest

Director of Private Clients

0207 149 6292

More about Ben

Ben Prest joined Charles Stanley in 2001 , having trained and qualifed for nine years at J M Finn. Ben studied at the University of East Anglia reading Politics and Economics. He manages private client, charity and trust investment portfolios on both a Discretionary and Advised basis. He is a Chartered Fellow of the Institute for Securities & Investments.


Alex Price

Director of Financial Planning

0289 693 1911

More about Alex

Alex joined Charles Stanley as Director of Financial Planning in 2019. Prior to joining Alex has 23 years experience advising clients, most recently at Tilney ,where she advised high net worth clients including lottery winners. Alex specialises in investment advice along with IHT planning, she also advises clients who are going through a divorce using cash flow modelling, along with personal injury clients. She is a pension transfer specialist and provides advice on pre retirement and at retirement solutions


Nick Pritchard

Director of Private Clients

0207 149 6619

More about Nick

Nicholas Pritchard joined Charles Stanley in 2011 and works on the MAPS Team which manages over £1bn of assets on behalf of Institutional and Private Wealth clients. He holds a BA honours in Economics & Politics along with a Masters in Wealth Management. He formerly sat on the Equity Strategy Committee and also manages the Consistent Opportunities Unit Trust which focuses on under-covered Small and Mid-capitalisation companies.


Gareth Pritchard FCSI

Chartered Wealth Manager/Branch Manager

0120 231 7788

More about Gareth

Gareth began his career in investment management 1992, joining a local Bournemouth firm and promptly passing his Registered Representatives exam. In 1997 Gareth moved to London and joined a City firm of stockbrokers as an investment manager, managing discretionary and advisory portfolios for private clients, trusts and charities. With passes of the Compliance & Regulation and the Private Client Investment Advice & Management examinations Gareth become a Member of the Securities Institute in 2001, and has been a Chartered Fellow of the Chartered Institute for Securities & Investment since 2013. The start of family life saw Gareth move back down to Dorset, joining Charles Stanley's Bournemouth office in 2007 where he continues to provide the whole suite of private client investment management services. Gareth lives in a village outside Wimborne with his wife and two children and enjoys cycling, sailing and walking the dog.


Mark Quilter

Senior Investment Manager

0207 149 6462

More about Mark

Mark has worked within Wealth Management for 36 years and Court of Protection for 30 years. Mark won the original tender to be panel broker to the Court of Protection and has had a very close working relationship with the Court throughout his career.


James Rae

Investment Manager

0207 149 6205

More about James

James joined the Charles Stanley IHT team in July 2017.  Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers, in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service.  During his time there James oversaw a period of very strong performance and inflows.


Deborah Randell

Administrator


John Redpath

Executive Director of Financial Planning

0131 550 1215

More about John

John is a qualified Chartered Financial Planner with 28 years experience. He has responsibility for both client advice and managing Charles Stanley Financial Planning in Scotland. A Graduate of Strathclyde University, John joined Charles Stanley in January 2018 following a successful career at Towry Ltd and Tilney where he was the Managing Partner.


John Redwood

Chief Global Strategist

0207 149 6121

More about John

John Redwood has been an investment Director and Head of Investment research, the Chairman of a couple of global international industrial companies, a Non Executive Director of an Investment Trust and an active value investment fund, and a co- founder of an investment company that pioneered dynamic asset allocation investing through index tracking funds. He is now part time Chief Global Strategist of Charles Stanley, running a demonstrator fund and writing about it in the FT and providing regular commentary on China, the USA and the EU economies and markets.


Samantha Reilly

Investment Manager Administrator

0131 550 1223

More about Samantha

Samantha joined Charles Stanley Edinburgh in January 2016. She previously worked for Stocktrade as an Administrator. Samantha supports Adam Page and David Steel with administrative tasks within their teams and also assists with the Branch’s Corporate Actions. Outside of work Samantha is part of the Girl Guides and volunteers as a Rainbow leader in her local community.


Nick Richardson

Investment Manager

01223 310 073

More about Nick

A graduate of the University of Manchester, Nick graduated with a degree in Mathematics in 2007. He has worked for a number of stockbrokers and wealth managers before relocating to Cambridge in 2013 to join the Charles Stanley team where he manages investment portfolios for a range of private clients, trusts & charities. He enjoys meeting with clients and building long term relationships with them and their families as a trusted advisor. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and volunteers on their exam panel. Outside of work, Nick is a passionate rower and volunteers time as a coach for the Cambridge 99 Rowing Club, when he is not rowing himself. Nick also enjoys travelling, trying new cuisines and cooking for friends and family.


Daniel Riddaway

Portfolio Manager

0207 149 6307

More about Daniel

Daniel is a portfolio manager within Charles Stanley’s Fiduciary Management Team, having joined Charles Stanley in May 2015. He supports all areas of the fiduciary management service, with particular focus on strategic modelling and portfolio construction. Prior to joining Charles Stanley, Daniel worked at Capita Employee Benefits as an Investment Analyst. Daniel is a CFA Charterholder, holds the Investment Management Certificate, and has a first-class honours degree in Mathematics from the University of Warwick.


Will Ritson

Director of Private Clients

0207 149 6357

More about Will

Will is a Director of Private Clients and has been with Charles Stanley for over 20 years. Will joined Charles Stanley in 1999 having previously worked as a Lloyd’s insurance analyst, before becoming a Director of two Lloyd’s agencies, H.G. Jago Ltd and CBS Ltd. Will looks after a wide range of private clients including a number of landed estates and their families, encompassing ISAs and SIPPs as well as a number of trusts and charities. Will is a Chartered Fellow of the Chartered Institute of Securities and Investment.


Jeremy Robinson

Senior Investment Manager

0207 149 6641

More about Jeremy

Jeremy joined Charles Stanley in 2005 and has been in the industry since 2003, having previously worked as a financial advisor. He constructs actively managed, multi-asset portfolios specialising on private clients, trusts and intermediate clients. He is a Chartered Fellow of the Securities Institute and sits on the Collectives Committee. In his free time, Jeremy is a Trustee and coaches amateur rugby.


Dawn Robinson

Investment Manager's Assistant

0207 149 6358

More about Dawn

Dawn joined Charles Stanley in 1986, having worked with the MAPS investment team for the last 9 years prior to this as a personal assistant for 15 years with a Broker (now retired) and the previous 10 years in the general office.   Dawn has vast experience and knowledge of  working with clients, systems and process within Charles Stanley.   Dawn is a Chartered Member of the Securities Institute as well as passing the Securities Representative Examination  (1995) and Operations Management Certificate (1999).  


Matthew Roffey FCSI

Chartered Wealth Manager

0120 231 7788

More about Matthew

After graduating from University with a degree in Applied Economics, Matthew spent several years gaining experience in a number of companies within the financial services industry before joining the Reading office of Charles Stanley in 2001 to begin his career in investment management. A move to the Bournemouth office in 2004 has seen Matthew further his career in this field, providing services to private clients, including ISAs and SIPPs, Trusts and Charities. Matthew is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI) and a CISI diploma holder.


Paul Russell

Investment Manager

0139 245 3600

More about Paul

Paul is an Investment Manager involved in the construction and ongoing management of bespoke investment portfolios, predominantly for private individuals. He prides himself on the high level of service he provides to clients and their advisors to meet their individual needs. Paul is a Chartered fellow of the Institute for Securities and Investments and holds the Level 7 Masters in Wealth Management qualification. Paul has always worked in Exeter having started his career in the financial industry in 2005 before joining Charles Stanley in 2011. Paul lives in South Devon with his wife and two daughters and in his spare time enjoys playing and watching most sports, particularly cricket.


Fiona Russell

Investment Managers Assistant


Tom Scarborough

Director of Private Clients

0207 149 6885

More about Tom

Tom joined Charles Stanley in March 2012 having spent over 11 years at Gerrard Investment Management, and subsequently Barclays Wealth, managing investment portfolios for private clients as well as for pensions, trusts and charities. Prior to this Tom worked within the diamond industry for De Beers, based primarily overseas in Africa.


Emily Scholes

Investment Manager's Assistant

0120 231 7788


Simon Scott-White, Chartered FCSI

Branch Manager

0186 532 0007

More about Simon

Simon is the Branch Manager for the Oxford office as well as an Investment manager looking after private clients, Trusts and Charities. He graduated with an honours degree in Rural Estate Management from the Royal Agricultural College Cirencester in 1995. After graduating he worked for an asset financing company until he joined Capel Cure Sharp at the height of the tech boom, this company was then merged into Gerrards which later was blended into Barclays Wealth. In 2005 Simon joined the Charles Stanley Oxford team and he was promoted to Branch Manager four years later.


Preksha Shah

Associate Portfolio Manager

0207 149 6980

More about Preksha

Preksha is an Associate Portfolio Manager within Charles Stanley’s Fiduciary Management Team. Prior to joining Charles Stanley, Preksha worked at M&G Investments and T.Rowe Price where she specialised within Fixed Income. Preksha holds a degree in Economics from the London School of Economics.


William Shaw

Director of Private Clients

0207 149 6372

More about William

William Shaw started working in the stock market for Shaw & Co just in time to witness the crash of 1987, having spent the early years of his career as a grain trader. He joined Charles Stanley after they took over Shaw & Co in 1997. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Working closely with Will Le Blanc-Smith he manages portfolios for a wide range of private clients, trusts and charities. He lives in Cambridgeshire, with his wife and their two sons.


Ria Shepheard ACSI

Office Manager

0186 532 0001

More about Ria

Ria joined Charles Stanley in early 2011 after working as an Insolvency Administrator. Ria heads up the Administration Team in the Oxford office and has recently completed a Diploma in Leadership and Management, gaining a Merit. She coordinates all events and seminars for the Oxford office and manages all aspects of the office including monitoring client’s suitability, assisting with client matters, trading and Facilities management. In her spare time, Ria enjoys baking – being dubbed the ‘Mary Berry of Charles Stanley!’. She is a fan of all sports, her favourite’s being football, NFL & Cricket and enjoys clay pigeon shooting on a weekend. Ria is a history lover, especially the Tudor reign, and enjoys visiting historical sites around the country when she can.


Ed Shooter

Director of Private Clients

020 7149 6376

More about Ed

awaiting bio


Paul Shotter

Director of Private Clients

020 71496503

More about Paul

Joined Charles Stanley in 2003, Paul manages a range of bespoke portfolios inclusive of private clients, charities, pension funds and trusts. Paul was one of the first 1,000 personally Chartered Fellows of the Institute for Securities and Investments and was previously a member of the editorial panel for the professional institutes – ‘Securities & Investment Review’ monthly magazine.


Austyn Shuttlewood

Investment Manager

0207 149 6445

More about Austyn

Austyn joined Charles Stanley in October 2010, having started his career at Robert Fleming & Co. More latterly he worked for Prudential Bache and finally BNP Paribas. Austyn looks after private clients, charities and trusts on a discretionary basis. . He is a Chartered Member of the Securities Institute.


James Silcock

Senior Investment Manager

01702 221705

More about James

James is an investment manager with over 20 years’ experience in financial markets. He is responsible for private clients, trusts, personal pensions and probate as well as working closely with a number of local IFAs, solicitors and accountants. Tim and James formed a partnership and moved to Charles Stanley in 1998 where they have created a business model offering bespoke investment management. James now lives in Leigh-on-Sea with his wife and two sons. James and his wife share a passion for scuba diving and underwater videography.


Anna Simmonds

Investment Manager

01223 310 086

More about Anna

Anna holds a master's degree in Finance and Banking from the Warsaw School of Economics. She joined Charles Stanley in 2004 where she creates bespoke discretionary portfolios for private individuals, trusts, pensions and charities. She is a Chartered Fellow of the Institute for Securities & Investment, passing the CISI Diploma with the highest score of the year across the entire industry. Outside of work, Anna enjoys planning her traveling adventures which allows her to explore different cultures and places with her husband and young son.

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