Charles Stanley is one of the UK’s leading wealth managers, with £27.4 billion of client funds under management and administration (at Sep 2021). It is one of the oldest firms on the London Stock Exchange with origins as far back as 1792. It provides holistic wealth management services direct to private clients, charities, trusts and professional institutions. It also works with financial advisers, legal, accountancy and other professional services firms, supporting them with their client objectives.
It is dedicated to providing clients with the highest standard of service and peace of mind at every step of their financial journey, delivered by over 800 staff located in 27 offices across the country. Its services comprise:
- Investment Management Services, offering personal discretionary, advisory and execution-only services.
- Asset Management, providing a range of pooled funds and bespoke solutions
- Financial Planning, advising clients on how to plan their finances to meet current and future lifestyles
- Charles Stanley Direct, an award-winning digital execution-only platform
Charles Stanley & Co. Limited is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies