Charles Stanley Group
- Teams
- Private Clients Management
Private Clients Management
About
The Private Clients Management team at Charles Stanley Group focuses on delivering bespoke investment and wealth management services to individual clients. This team of experienced directors, portfolio service managers, and financial planners tailor financial strategies to meet the unique needs and goals of high-net-worth individuals. Their services include portfolio management, financial planning, and personalized investment advice to ensure clients' financial well-being and growth.
Team members
Alistair King
Director Of Private Clients
Andrew Meigh
Managing Director, Financial P...
Charlotte Lambeth
Director Of Private Clients & ...
Chartered Fcsi Clive...
Director Of Private Clients
Daisy Hine
Portfolio Services Administrat...
Dan French
Wealth Management
Daniel Ellis
Director Of Investment Managem...
David Pederson
Managing Director Investment M...
Ian Sackfield
Managing Director Investment M...
Jason Winslow
Director Of Private Clients
Jennifer Whitehouse
Investment Management Assistan...
Jeremy Robinson
Director Of Private Clients
John Chappell
Director Private Clients
Lisa Caplan
Director Onestep Financial Pla...
Luke Fuller
Portfolio Services Administrat...
Mike Lilwall
Director Of Private Clients
Nick Phillips
Personal Portfolio Services Ma...
Peter Jones
Director Of Private Clients
Peter Luders
Director Of Private Clients
Philip Norman-Butler
Director Of Private Clients
Phill Moonie
Branch Manager/ Director Of Pr...
Rebecca Stein
Head Of Tailored Discretionary...
Richard Venner
Director - Financial Planning
Robert Clarke
Director Of Private Clients
Robert Dornan
Director Of Investment Managem...
Shelley Leaney Chart...
Director Of Private Clients
Simon Davis
Director, Wealth Management
Stuart Baker
Portfolio Services Manager
Tom Scarborough
Director Of Private Clients
Other teams at Charles Stanley Group
View all
helps you hire
great candidates
It’s free to use - try it out today.