Planning for your future.
Our driving force is to help you achieve your financial objectives.
Latest news & opinion
Financial Planning - Tax Year End series 2018-2019
In anticipation of the end of the 2018/19 tax year, we have put together a series of four communications for those clients who would like to assess their tax position prior to 5th April 2019 and discuss any appropriate action with their Financial Planner.
Preparing for Brexit
The precise nature of the United Kingdom’s proposed withdrawal from the EU remains uncertain, and at Charles Stanley we are taking steps to ensure that we continue to provide the best possible outcomes for our clients.
Last Week in the City: Lyft plummets in Uber warning
Garry White, Chief Investment Commentator, looks at the market-moving events that have shaped UK equity markets this week (15 to 18 April, 2019).
General Contacts
Main reception
For existing clients and main reception please call:
020 7739 8200
020 7739 8200
New enquiries
To enquire about becoming a Charles Stanley client please call us on:
020 3813 2637
Charles Stanley Direct
To contact Charles Stanley Direct please call us on:
013 1550 1234
013 1550 1234
Client satisfaction
95%
of our Investment Management
Private Clients who responded are satisfied
with Charles Stanley
Results from our 2018 Private Client Investment Management Survey
Net Promoter Score (NPS)
62.4%
How likely are our Investment Management
Private Clients to recommend Charles Stanley
7%
23.4%
69.5%
*NPS Score = Promoters % (scores 9 or 10) - Detractors % (scores 6 to 0)
Our awards
Defaqto Star Ratings
Please see below the ratings Charles Stanley have obtained which uniquely combine an assessment of the features and benefits that a product has to offer.
Defaqto 5 Star Rating applies to Bespoke Discretionary Managed Service, DFM Model Portfolio Service, Dynamic Passive Portfolios, Multi-Manager Portfolios – Platform.
Defaqto Diamond Ratings
Please see below the ratings Charles Stanley have obtained which uniquely combine a quantitative assessment of both performance and numerous other data points, including manager tenure, assets under management and costs.
Defaqto 5 Diamond Rating applies to Charles Stanley Dynamic Passive (Platform), Charles Stanley MM Income, Charles Stanley MM Total Return.
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