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Tunbridge Wells

Secure your financial future

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Speak with one of our financial experts to get a better understanding of your current situation and the options available to you.

Whatever life stage you are in, be that building your business or career, thinking about retirement, or planning how best to support a growing family, now is the time to ensure you have the right plans in place to secure your financial future.

Book your free consultation

Complete the form to arrange your consultation with a member of our Tunbridge Wells team

About our Tunbridge Wells team

Established in 2001, the team is made up of seven highly experienced professionals with decades of combined industry experience between them,  managing over £1bn of funds.

Supporting a wide range of clients, including individuals, trusts and charities; the team also work in partnership with solicitors, accountants, corporate clients, and financial advisers. Specialists in the team specialise in providing traditional investment management service, managing  ISAs, SIPPs and other pensions. Clients can choose the level of service they would like, which is usually determined by how actively involved you want to be in the management of your investments.

The team pride themselves on the truly bespoke and personal service they provide to their clients, establishing long-term relationships built on trust and respect.

Get in touch with the team today

01892 557 100


[email protected]

Why Charles Stanley?

Client care for over 200 years

With over 200 years' experience, we have created financial security for tens of thousands of people. Through bespoke investment management and financial advice, we continue to evolve to help our clients meet their goals by understanding what wealth means to them.

Tunbridge Wells Office

Where to find us

Contact the Tunbridge Wells Office

Windsor House, 6-10 Mount Ephraim Road
Tunbridge Wells
United Kingdom

View on Google Maps

01892 557100

[email protected]

Our team

Jon Curtis

Senior Investment Manager and Branch Manager

01892 557 100

More about Jon

Jon joined Robson Cotterell in June 1987, four months before the market crash so it was an interesting first few months in the industry. After relocating to the firm's Eastbourne office in 1993 and after working for five years on the Sunshine coast he moved back to his home town of Bournemouth and worked for Christows which eventually became part of Investec. Well known and regarded in the industry, Jon has over 25 years' experience in managing the investments of private clients, charitable funds, SIPPs and trusts. Jon was made a Chartered Fellow of the Securities Institute in 2011.

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.

Mark Henderson

Investment Manager

01892 557 115

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.

Gerard Sweeting

Director of Private Clients

0207 149 6668

More about Gerard

Gerard has worked at Charles Stanley since 1997. He has over 35 years of experience in the industry managing Discretionary Portfolios as a Director of Shaw & Co stockbrokers, as a Far Eastern unit trust manager and as Chief Investment Officer of the London subsidiary of Generali, the Italian insurance company. Gerard is responsible for running 3 of Charles Stanley’s Discretionary Fund Management models and these are used as a source of best ideas for managing bespoke portfolios for our clients.

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.

Alistair Soames

Senior Wealth Manager

020 7149 6262

More about Alistair

Alistair has worked at Charles Stanley since 2000 and holds professional Investment Management and Financial Planning advice qualifications. Alistair assists Gerard with bespoke and Discretionary Fund Management portfolios and has specialist knowledge of Institutional Structured Investments. Although Alistair no longer offers Financial Planning advice he has an excellent knowledge in this area and so can help clients to determine what advice they require and the processes involved.

Emily King


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.

Sarah Penny

Investment Managers Assistant

01892 557 100

More about Sarah

Sarah has been with Charles Stanley since early 2018 and currently provides administrative support to Jon Curtis and Katie Presland. Previously Sarah started her financial career at Fidelity within their Investment Account and ISA team, swiftly moving to their pensions department. She has completed her first exam towards her Investment Operations Certificate (IOC) and outside of work enjoys going to the cinema, yoga and has a keen interest in photography.

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.

Daniel Bass

Investment Managers Assistant

01892 558 111

More about Daniel

Daniel started working at Charles Stanley in 2018, shortly after graduating from Loughborough University with an honours degree in Business, Economics & Finance. He provides support to senior investment managers with regards to portfolio and client management. Daniel is currently studying for the Investment Advice Diploma, to help enhance his skills and knowledge, with future ambitions of taking the chartered wealth manager qualification.

Emma Hammond

Financial Planner

07989 704 047

More about Emma

Emma has joined Charles Stanley bringing over 25 years’ experience in the Financial services industry. Emma is one of the few advisers in the UK who has both a personal and corporate financial planning background, she previously worked in corporate structured finance where she provided specialist advice to company directors and their staff. Emma considers herself to be an ‘allrounder’ but particularly enjoys providing investment, pension and inheritance tax advice and helping clients to plan their futures using cash flow modelling. She also has a long term care specialism, previously providing advice to clients via the Court of protection.

Matthew Keen

Intermediary Sales Manager – South-East

0758 1415 504