How can you create a secure financial future?

With over 200 years' experience, we have created financial security for tens of thousands of people with a wide range of Financial Planning and Investment Management services.

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How can we help you?

Plan We can help you answer key questions about your finances and help you plan for a more secure financial future.

Save Make sure your money is in the right place for you, we offer a wide range of account options.

Invest We provide a wide range of investment services suited to your different needs, providing you flexibility and choice.

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Latest Insights

Read our latest commentary, in-depth guidance and stories to help educate yourself on key financial matters. Sign up to receive regular email updates with our latest insights.

Investing in your family's future

Read Clive's story about how he helped Robert start passing on his wealth to his daughter after the birth of his grandchild. Besides passing on his money, he wants to pass on his values about hard work and responsibility.

By Clive Worlock

Director of Private Clients

Knowledge

Be more curious

We want to encourage more questions, so we can help provide the answers. Whether it’s your first foray into investing or you’re exploring your options for the future, curiosity gives rise to understanding and confidence.

Podcast

Is this a real recession?

18 Aug 2022 | 19 min listen

Article

Should I save or invest?

By Rob Morgan

17 Aug 2022 | 6 min read

Client care for 200 years

Our principal business remains as it was over 200 years ago, ensuring high-quality and personal service to all our clients.

Providing high quality service to our clients

Client satisfaction

89%

Overall satisfaction

We are a people-driven business offering a truly personal service is at the heart of what we do.

Respondents from our 2021 Private Client Survey.

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Our history

Established in 1792, today we are one of the leading UK Wealth Management companies We are investing in our future, embracing technology and innovation and adapting to changes in society at a pace not seen before, we continue to evolve sp we can continue to serve our clients for the next 200 years.

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Our people & locations

As a national UK firm, you are never far away from one of our offices. We offer the convenience that comes with being local to you and can meet in our offices, on the phone or somewhere else, such as your home.

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Don't just take our word for it

Providing high quality service to our clients

Net Promoter Score survey respondents are ‘likely’ to recommend Charles Stanley

45%

The latest industry NPS benchmark score is 38%
presented by AON for year 2020.

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Charles Stanley offer a fantastic and brilliant service. Very informative and timely communications with great telephone contact. Very very happy with the service I receive at Charles Stanley. Fantastic!

Investment Managment client

2020 Private client survey

I am very happy with my professional relationship with the speed, efficiency and empathy shown by my wealth management advisor

Wealth Management client

2021 Private client survey

I have been with Charles Stanley for approximately 25 years. They have never let me down and can always be relied on.

Direct Investment client

2021 Private client survey

Award winning

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services we provide by both our industry peers and clients themselves.

View our awards

2022 Lifetime Achievement - Paul Abberley