Corporate Clients - Charles Stanley

General enquiries: 020 7739 8200 / Become a client: 020 7149 6437 / Media site

Our Corporate Client services deliver consistently high levels of service at all times.

Our Services for Corporate Clients

Charles Stanley services a wide-range of corporate clients across three divisions: Charles Stanley Securities, CS Financial Solutions and Jobson James Financial Services Limited.

Our corporate finance and broking division, Charles Stanley Securities, specialises in UK quoted smaller and mid-cap companies and those working towards an IPO.

The corporate finance team provides comprehensive advice on regulatory and technical matters, the management of price sensitive information and clients' overall investor relations strategy - be it as Nominated Adviser (NOMAD), FinancialAdviser or Sponsor. In addition, it manages individual transactions and corporate clients' relationships with the division's equity research, equity sales and sales trading functions.

The equity sales and sales trading resource supports and trades corporate client and non-client stocks, and is responsible for the execution of primary and secondary share issues. The research team, which comprises individually and collectively 'rated' and award winning analysts, provides comprehensive analysis of approximately 150 UK-listed smaller and mid-cap companies, both client and non-client. In addition to those covering general smaller and mid-cap companies, it also has a range of sector specialists.

Charles Stanley Securities' commitment to clients is simple and based upon two fundamental principles: to work closely with a client's senior management team; and to deliver consistently high levels of service at all times.

CS Financial Solutions Limited is our market leading independent corporate benefits and employee wealth management services company.

In creating working relationships with our clients, we pay particular attention to their different needs, whether they are a corporate client, a board of trustees or an individual. The financial world in which our clients have to deal on a day to day basis is both complex and constantly changing. Each client is different, so our advice is tailored to help choose the right products and services from the wide range that is now available. We can advise on 'the whole of market' as we are not tied to a particular provider.

There are a number of different stages in a company's development where the advice of Charles Stanley consultants could prove highly valuable. When you are acquiring or selling a business, for example, or starting a benefits scheme from scratch, when employees are unhappy with a current scheme, or when your current scheme needs expanding or updating to meet changing needs.

Established and managed correctly, the right scheme can do just as much for the employer as the employee, by improving the recruitment and retention of key staff.

Formed in 1993 and based in Edgbaston, Birmingham, Jobson James Financial Services Limited is a leading provider of wealth management solutions to individuals and to companies. Charles Stanley Group PLC acquired the business in May 2011 and the full press release can be viewed here.

Jobson James is a leading provider of innovative financial planning solutions to companies spanning SME's to large blue chip organisations. Ranging from group and corporate pensions advice, corporate protection, financial planning for directors, corporate investment advice, redundancy counseling and retirement advice, our advice is objective, trustworthy and reliable.

Sound financial planning is key to the success of any company. Your company's needs will change through growth and we will be there to guide you through the minefield of issues and options available to you. We work closely with other corporate advisers such as legal and tax specialists throughout the lifecycle of your firm. In some cases we will recommend such advisors to you.

It is this bespoke service that makes Jobson James stand out from the rest. Please contact us for more detail on our services for Corporate Clients, we would be delighted to hear from you.

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Charles Stanley & Co. Limited is authorised and regulated by the Financial Services Authority and is a member of the London Stock Exchange, the London International Financial Futures and Options Exchange and the International Capital Market Association. Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.

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