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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

Jim Perrin

Investment Manager

0207 149 6238

More about Jim

Jim Perrin joined Charles Stanley in 2006 having previously worked for Teather & Greenwood , Prudential Bache & Fortis N.V. He has over 30 years’ experience of the City having begun his career in the late 1980s.


Della Phillips

Office Manager

0132 343 7440

More about Della

After completing her Private Secretary’s Certificate at West Kent College in Kent, Della began her career in London before returning to Sussex to join a paper merchant’s in Lewes, where she worked as PA to the Managing Director for 20 years. Della joined the Charles Stanley Eastbourne Office in July 2012 as Branch Secretary. Outside of work, Della enjoys reading, dog walking and spending time with family and friends.


Edward Playne

Branch Manager/Senior Investment Manager

0122 587 8994

More about Edward

Edward manages investment portfolios for individuals and families, together with charities, trusts, companies and their pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and began his career in 1995 at NCL Investments in the City, which later merged in 2003 with Smith and Williamson. Having been with the firm for more than 10 years, Edward spent 3 years with Close Brothers before joining Charles Stanley in 2010. Edward lives in Gloucestershire and is married with twin daughters. He is a liveryman of the Drapers Company and a trustee of Barnwood Trust. Edward enjoys skiing, tennis, golf and cooking in his spare time. You may also spot him helping at his wife Helen’s business, William’s in Nailsworth, on Saturdays behind the fish slab.


Ewan Pollicott

Senior Investment Manager

0779 295 3103

More about Ewan

Ewan has worked within Wealth Management for 34 years, joining Charles Stanley’s Court of Protection and Damage Awards Team 15 years ago and has been looking after the investments of vulnerable clients in this specialist area ever since. He looks after the Team’s client in the North of England working out of our Leeds office.


Matthew Pond FCSI

Chartered Wealth Manager

0120 231 7788

More about Matthew

Matthew began his stockbroking career in 1999 having graduated from University with a degree in Business & Finance. With more than 12 years at the Bournemouth Office of Charles Stanley, he has extensive experience managing discretionary and advisory portfolios for a wide range of private clients and charitable trusts. Matthew is a Member of the Chartered Institute for Securities and Investment (CISI) having passed all relevant qualifications. He lives with his young family in Poole and when not at work, enjoys a diverse range of hobbies from skydiving to golf. However in more recent months he is far more likely to be found out in the fields trying to train his rather head strong pointer puppy!


Mhairi Powell

Personal Assistant

0131 550 1248


Gary Power

Investment Manager

0292 167 0332

More about Gary

Gary is a Politics graduate of Cardiff University and prior to co-launching the Cardiff Charles Stanley office, Gary was the Institutional Investment Specialist for Wales and the West within Barclays Wealth (formerly Gerrard) from 2007. He is a Chartered Member of the Securities Institute following completion of the full Securities Institute Diploma. Gary manages varying sizes of gross and tax exempt funds to specific mandates, risk profiles and income requirements, often within strict ethical screening criteria. He also manages bespoke discretionary portfolios on behalf of the professional services and IFA market in South Wales along with his colleagues in the office on very much a team based approach. Away from work Gary lives in Penarth and enjoys his passion for sport through coaching at Penarth RFC within the Mini & Junior section and it known to enjoy various endurance races including a number of mountain marathons and Ironman Triathlons.


Katie Presland

Senior Investment Manager

0189 255 7100

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

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 the team 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

0122 331 0073

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.


Craig Ross

Director of Financial Planning Proposition

0131 550 1238

More about Craig

Craig joined Charles Stanley in 2019, having previously worked at Standard Life’s financial planning firm, 1825. / having studied at Edinburgh Napier University reading Business Economics & Financial Services. Craig oversees the design and delivery of our financial planning proposition, striving for great client experience and operational efficiency.


Fiona Russell

Investment Managers Assistant


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.


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.

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