Our People
Our team of expert stockbrokers, advisers and analysts focus on developing investment strategies to deliver long term capital and income growth.
Ian Bolton
Senior Partner
T: 0161 764 4043
Ian joined James Sharp & Co in 1994 and became a Partner in 1999 before being made Senior Partner in 2002. With more than 30 years experience in stockbroking, Ian is responsible for the financial and operational performance of the firm and is a Fellow of the Chartered Institute for Securities & Investment (FCSI).
Martin Entwistle
Partner - Dealing
E: m.entwistle@jamessharp.co.uk
T: 0161 764 4043
Martin trained as an accountant before joining James Sharp & Co in 1996. He became a Partner in 1999 and provides advisory and dealing expertise. Martin is a Fellow of the Chartered Institute for Securities & Investment (FCSI).
Mike Tulip
Partner - Compliance & Finance
T: 0161 764 4043
Mike is a qualified Chartered Accountant with ultimate responsibility for the compliance and regulatory requirements of the business. He joined James Sharp in 1997 and advises the partnership of any processes affecting its business activities and assets. Mike is a Fellow of the Chartered Institute for Securities & Investment (FCSI).
Steve Ross
Partner - Investment Adviser/Dealer
T: 0161 764 4043
Steve joined James Sharp & Co in 2005 following a career in Banking and Treasury Management. He qualified as an Investment Adviser shortly after joining. Steve explores new investment opportunities as well as keeping up-to date with existing investments. He is a Fellow of the Chartered Institute for Securities & Investment (FCSI).
Robert Fogg
Investment Adviser/Dealer
Robert joined James Sharp & Co in November 2011 from a background in accounting and auditing. He is a qualified Investment Adviser and an integral part of the Dealing and Advisory team. Robert first started working with James Sharp as an undergraduate in 2002.
Adam Frankland
Investment Adviser/Probates
E: a.frankland@jamessharp.co.uk
T: 0161 762 3779
Adam joined James Sharp & Co in 2015 as an International Business Studies undergraduate from Manchester Metropolitan University. He is part of the dealing team after completing his exams in May 2017 & he is also responsible for managing probate matters within the business and overseeing the security of the client online area.
Philip Hull
Investment Adviser
T: 0161 764 4043
Phil joined James Sharp & Co in January 2019. He has over 30 years’ experience of stockbroking and investment management. Phil has Chartered FCSI member status of the CISI and also has been accredited with the CISI Chartered Wealth Manager status.
Joe Entwistle
Trainee Investment Adviser and Dealer Support
E: j.entwistle@jamessharp.co.uk
T: 0161 764 4043
Joe joined James Sharp & Co in August 2019 as a graduate from Northumbria University where he studied for a degree in International Relations and Politics. He is providing support to the dealing team and oversees the security of the client online area. Joe is studying towards chartered status with the Chartered Institute of Securities and Investments (CISI).
Harry Entwistle
Trainee Investment Adviser and Dealer Support
E: H.Entwistle@jamessharp.co.uk
T: 0161 764 4043
Harry joined James Sharp & Co in 2018 on a placement year before returning to Northumbria University, where he achieved a first class degree in Finance and Investment Management. He has returned to the firm to provide support to the dealing team and assist with new project implementation while studying towards chartered status with the Chartered Institute of Securities and Investments (CISI).
Tom Bolton
Trainee Investment Adviser and Dealer Support
T: 07703413079
Tom joined the team in October 2020 after graduating from Coventry University with a degree in Geography. He is currently supporting the dealing team and the online profile of the company. Tom is also studying with the Chartered Institute of Securities and Investments (CISI) where he hopes to gain Chartered status.
Stuart Forshaw
Equity Research Analyst
T: 0161 764 4043
Stuart joined the team in September 2012 as an Equity Research Analyst. He has worked in broking and fund management in the North West since 1982 and has considerable experience in analysing smaller companies. Stuart is a Fellow of the Chartered Institute for Securities & Investment (FCSI).
Angela Greenwood
Client Money – Banking and Reconciliation
E: a.greenwood@jamessharp.co.uk
T: 0161 764 4043
Angela is the longest serving member of staff and has been with the firm since 1985. She has a wealth of experience and deep seated knowledge of the business and the financial sector. Her responsibilities include overseeing the firm's banking and the quarterly distribution of income from clients' nominee accounts.
Gail Layton
Reception/Administration
T: 0161 764 4043
Gail joined James Sharp in 2005 following a previous employment with a firm of accountants. She undertakes a number of administrative functions as well as reception duties.
Jan Round
Reception/Administration
T: 0161 764 4043
Jan joined James Sharp in September 2019. Jan works alongside Gail, and is responsible for handling incoming calls and a number of supporting administrative duties
Janine Wilding
Administration
T: 0161 764 4043
Janine joined James Sharp in 1996 after a position with a local accountancy firm. Janine currently supports the ISA administration team as well as providing cover for other critical roles within client services.
Joanne Kinsey
Administration
T: 0161 764 4043
Joanne works within James Sharp's stock depository department. She joined the firm in 1996 and has a great deal of experience in the settlement of equity transactions.
Josh McArdle
Dividend Reconciliation
T: 0161 764 4043
Josh joined James Sharp in 2012 as a graduate from Manchester University where he studied for a degree in Actuarial Science and Maths. He is responsible for the safe posting and reconciliation of dividends to clients' nominee accounts. Josh is studying towards chartered status with the Chartered Institute of Securities and Investments.
Tony Vardy
Compliance Manager
T: 0161 764 4043
Tony joined James Sharp in 2016 and has a wealth of experience in compliance and risk management within the stockbroking sector. He is responsible for managing the compliance function, keeping up to date with regulatory developments, advising the business and monitoring controls to mitigate against risk.
Oliver Stanton
Compliance Officer & Data Protection Officer
T: 0161 764 4043
Oliver joined James Sharp in 2012 as a linguistics graduate from Lancaster University. He currently supports the compliance team on statutory issues such as the anti-money laundering directives. He is currently studying towards chartered status with the Chartered Institute of Securities and Investments.
Toby Stear
Compliance Assistant
T: 0161 764 4043
Toby has a degree in biology and started his career in laboratory analysis before joining James Sharp and co in 2017. He switched careers and is now part of our compliance team where he is currently studying for his professional examinations.
Sarah Hodgkiss
ISA Administration
E: s.hodgkiss@jamessharp.co.uk
T: 0161 764 4043
Sarah works on the administration of ISA accounts and assists with ISA transfers, ensuring the business complies with the Inland Revenue rules. She joined James Sharp in 1999 and has three children.
Sarah Platt
Administration
T: 0161 764 4043
Sarah has excellent experience within the stockbroking sector and essential knowledge of the back office support roles. She is currently responsible for contracts, statements and valuations. Sarah joined James Sharp in 1999.
Susan Simpson
Administration
T: 0161 764 4043
Susan works within the Safe Custody Department where she is responsible for stock reconciliation. Susan also supports the management team, undertaking a number of secretarial duties. She has a great deal of essential knowledge and experience of the financial sector and has witnessed many of the advances within the industry. Susan joined James Sharp in 1987.
Tina McGuinness
Corporate Action
E: t.mcguinness@jamessharp.co.uk
T: 0161 764 4043
Tina joined James Sharp in 1994 and has a wealth of experience in various back office roles within the stockbroking industry. She is responsible for managing corporate actions for nominee clients. She also provides attendance letters for AGMs and deals with clients' nominee account transfers.
Tom Wilkinson
Corporate Action Administration
E: t.wilkinson@jamessharp.co.uk
T: 0161 764 4043
Tom joined the Corporate Actions team at James Sharp in July 2019 following 18 months of administrative experience at Liberty SIPP. He is looking to further develop his career in the financial industry by working towards his CISI qualifications.
Suzanne Fonseca
Data Analysis and Systems
T: 0161 764 4043
Suzanne joined James Sharp in 2018, primarily to assist with data management and new project implementation. Having started her career at Kellogg, she spent over 10 years at Liberty SIPP where her skills in financial services data and compliance were developed.