Investment Management

About

The Investment Management team at Charles Stanley Group is responsible for handling and optimizing clients' investment portfolios, providing financial planning and advice, and strategizing multi-asset investments. This team includes professionals such as portfolio managers, investment managers, and financial planners who work together to manage fiduciary services, AIM IHT services, and court of protection mandates, ensuring clients receive tailored and strategic investment solutions.


Team members

Abigail Ward

Investment Manager

Adam Martell

Investment Manager

Aimee Hogg

Investment Manager

AH

Alan Harris

Investment Manager

Alex James

Investment Manager

AM

Alistair Mitchell

Senior Investment Manager

Alistair Soames

Branch Manager & Senior Invest...

AC

Allie C.

Investment Manager

Andrew Frogley

Investment Manager

AH

Angela Holt

Investment Manager

Ashleigh Bryant

Investment Managers Assistant

AS

Austyn Shuttlewood

Investment Manager

Barnaby Low Fia

Strategic Client Portfolio Man...

BG

Ben Gilmore

Investment Manager

Benedict Tottman

Multi-asset Strategist & Portf...

Bob C.

Senior Portfolio Manager, Fidu...

Camilla Dewey

Investment Manager

Caroline Boughton

Investment Manager

Charles Garrod

Portfolio Manager

Charlotte Negus

Investment Manager

Charlotte Wiltshire

Investment Manager's Assistant

Chartered Fcsi Tony ...

Investment Manager

Christopher Andrews

Investment Manager

Christopher Napper

Junior Investment Manager

CD

Craig Dewhurst

Investment Manager

Daniel Bass

Investment Manager’s Assistant

DB

David Burton

Investment Manager

David Holmes

Stockbroker, Investment Manage...

DP

Derek Pettet

Investment Manager

Ed Cufflin

Senior Investment Manager

Edward Clark - Chart...

Senior Investment Manager

Edward Playne

Investment Manager/branch Mana...

Elizabeth Plimmer

Investment Manager's Assistant

EB

Elliot Boothright

Investment Manager

Emily Horwood

Investment Managers' Assistant

ES

Emily Scholes

Investment Manager's Assistant

Emma Foden-Pattinson

Investment Manager

EC

Emma Thompson Dip Ci...

Investment Manager's Assistant

FM

Felix Apalisok Chart...

Investment Manager

Gary Power

Intstitutional And Intermediar...

George Matthews

Senior Investment Manager

GM

Giles McKean

Senior Investment Manager

GA

Glen Avis

Investment Manager

GF

Gordon Martin Charte...

Senior Investment Manager

GA

Graham Austin

Investment Director - Team Hea...

Gregory Snell

Investment Manager

HL

Hedley Lovegrove

Associate Portfolio Manager

HM

Helen Merrington-Rus...

Investment Manager

HW

Henry Webster

Investment Manager, Chartered ...

Ian Brown

Investment Manager, Stockbroke...

Ian Vitkin

Investment Manager/stockbroker

Jacob Sutton

Investment Managers Assistant

James Gerard Leigh

Investment Manager

James Kilby

Investment Manager

JH

Janet Hall

Investment Manager

Jasmin Miah

Junior Portfolio Manager

JM

Jeremy Messenger

Investment Manager, Chartered ...

John Stewart

Investment Manager

Jon Curtis

Investment Manager

Jonathan Snell

Senior Investment Manager

Julie Crombie

Chartered Financial Planner

Katie Presland Chart...

Chartered Senior Investment Ma...

Katie Tasker

Investment Manager

KF

Kiran Chavda Charter...

Senior Investment Manager Char...

Leah Harrop Acsi

Investment Managers Assistant

Leah Stratton Acsi

Investment Managers Assistant

LE

Lee Enright

Investment Manager

Lily Ackland

Investment Managers’ Assistant

LA

Ling Au-Yeung

Portfolio Manager - AIM IHT Se...

Lorraine Coombes

Assistant Investment Manager

LP

Louise Penttila

Assistant Portfolio Manager

Louise Pharoah Fcsi

Investment Manager

LW

Lucy Wickett

Investment Managers’ Assistant

MM

Madison McManus

Investment Managers Assistant

Mark Dobson

Investment Manager

MH

Mark Hannon

Portfolio Manager

Mark Ireland

Investment Manager

Matt Leighfield

Trainee Investment Manager

Matthew Aillud Acsi

Investment Manager's Assistant...

Matthew Guy

Investment Manager

Matthew Henderson

Investment Manager

Matthew Roffey

Senior Investment Manager

MK

Mia Kahrimanovic

Chartered Financial Planner

MG

Michael Gifford

Investment Manager

NA

Nick Anley

Senior Investment Manager - As...

NG

Nick Green

Investment Manager

Nicky West

Portfolio Manager & Branch Dir...

NL

Nicola Coyne Nee Lou...

Investment Manager

Nicola Easson

Investment Manager

Nicola Mavroleon

Investment Manager

Nigel Humphrey

Senior Portfolio Manager

Olivia Lawrence

Investment Manager’s Assistant

Olivia Summers

Investment Manager’s Assistant

Paul Cann

Investment Manager

PF

Paul Finnan

Portfolio Manager

Paul Russell

Branch Director / Investment M...

PB

Peter Brookes

Portfolio Manager

Peter Cooke

Portfolio Manager

Rachel Homewood

Investment Manager

RM

Richard Missen

Investment Manager

Ross Jeffries

Office & Portfolio Manager

Scott Morrison

Director Of Financial Planning...

SA

Sean Ashfield

Investment Manager

Shelley James

Investment Manager

Simon Jacobs

Investment Manager

SK

Sophie Knight

Investment Manager’s Assistant

SZ

Suzanna Zabrodina

Trainee Investment Manager

TS

Tom Sanderson

Investment Manager

TD

Tracy Donaldson

Investment Manager’s Assistant

Tsitsi Mutiti Charte...

Investment Manager

WR

Will Ritson

Investment Manager

Will le Blanc-Smith

Investment Manager, Chartered ...

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