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Speak to us to help you plan for your financial future.

Make a selection from the options above to find the right Charles Stanley service for you.

Latest news & opinion

The next Presidential election will be on 3 November next year, but such is the nature of US politics that it is already being much discussed.
Features: 23/07/2019

The presidential election and the markets

The next Presidential election will be on 3 November next year, but such is the nature of US politics that it is already being much discussed.

Most people have an idea of the level of income, or rather the standard of living they would like to have in retirement. However, the reality is that most are not saving enough now to achieve their future retirement objectives.
Features: 23/07/2019

How much is enough for a comfortable retirement?

Most people have an idea of the level of income, or rather the standard of living they would like to have in retirement. However, the reality is that most are not saving enough now to achieve their future retirement objectives.

Farm wars: agriculture in the front line of trade battles
Features: 22/07/2019

Farm wars: agriculture in the front line of trade battles

As the trade war rumbles on without a suitable political solution, US farmers continue to suffer from the trade war. This could create a problem for President Trump in his re-election campaign.

General Contacts
 

Main reception
For existing clients and main reception please call:


 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

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

Find out more

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.