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As Professional Advisors, we are authorised to offer you advice on all aspects of your personal financial affairs. We are able to select from the entire market place of product providers in order to meet your requirements. You can deal directly with one of our Financial Planning Consultants or alternatively work with them in conjunction with your Charles Stanley Investment Manager.

 
Areas of expertise include:
 
  Inheritance Tax Planning - brochure
  Insurance Company Investment Bonds
  Personal Pension Planning including SIPPs
  Annuity Advice
  Protection Planning
  Long Term Healthcare Planning
  Unit Trusts and Open Ended Investment Companies
(OEICs)