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?

Be more future

There’s never been a better time to take control of your financial future than today. To help you understand the things you need to know about money and your finances, we have a number of stories that you could relate to and helpful guides with tips to help you manage your money better.

Knowledge

Be more conscious

Building wealth for the future is important, but increasingly people want their finances to do more than make money.

1 min read

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.

1 min read

Knowledge

Be more confident

Rarely are we comfortable or confident to talk about money.

1 min read

Client care for 200 years

Our principal business remains as it was over 200 years ago, the provision of a high-quality and personal service to 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, investing in our future, embracing technology and innovation and adapting to changes in society at a pace not seen before, as we continue to evolve to best serve our clients for the next 200 years to come.

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Our people & locations

As a national UK firm, you are never far away from one 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%

of the 2021 client survey respondents

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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

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 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

2021 Wealth Manager of the Year - Tom Scarborough

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