Our team of expert stockbrokers, advisers and analysts focus on developing investment strategies to deliver long term capital and income growth.
T: 0161 764 4043Ian 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).
Partner - Dealing
T: 0161 764 4043Martin 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).
Partner - Compliance & Finance
T: 0161 764 4043Mike 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).
Associate - Investment Adviser/Dealer
T: 0161 764 4043Steve joined James Sharp & Co in 2005 following a career in Banking and Treasury Management. He qualified as a Investment Adviser shortly after joining the partnership and undertakes dealing functions for advisory clients. 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).
T: 0161 762 3779Adam 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.
T: 0161 764 4043Phil 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.
Equity Research Analyst
T: 0161 764 4043Stuart 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).
Client Money – Banking and Reconciliation
T: 0161 764 4043Angela 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.
T: 0161 764 4043Gail 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.
T: 0161 764 4043Janine 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.
T: 0161 764 4043Joanne 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.
T: 0161 764 4043Josh 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.
T: 0161 764 4043Tony 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.
Compliance Officer & Data Protection Officer
T: 0161 764 4043Oliver 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.
T: 0161 764 4043Toby 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.
T: 0161 764 4043Sarah 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.
T: 0161 764 4043Sarah 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.
T: 0161 764 4043Sue is responsible for handling incoming calls and a number of supporting administrative duties. She also looks after procurement within the office and joined James Sharp in 1998.
T: 0161 764 4043Susan 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.
T: 0161 764 4043Tina 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.
Corporate Actions Administrator
T: 0161 762 3778Doug has worked in the Manchester stockbroking community since 1972, starting as a contract clerk in the days when contract notes were manually calculated and produced on a typewriter! He has been part of the team at James Sharp & Co since 2015, sharing a wealth of experience in back office processes.
T: 0161 764 4043Harry is working with James Sharp & Co during his gap-year whilst studying Finance and Investment Management BA (Hons) at the Newcastle Business School, Northumbria University. He is providing support to the dealing team.
Data Analysis and Systems
T: 0161 764 4043Suzanne 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.
T: 0161 764 4043Joel has recently joined James Sharp & Co as a Trainee Analyst, after returning to the UK from an Internship in a New York brokerage. He has completed a Business Management degree from Newcastle Business School and most recently attained a Masters in International Financial Analysis at Newcastle University.