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.
How can we help you?
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.
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.
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.
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.
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.
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.
Request a call back
Contact us today to discuss how we can help you.
Alternatively, you can call us on 0207 739 8200 (Open Mon-Fri, 9am-5pm)