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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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.

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Keeping it in the family

Read Katie's story on how she built a trusting relationship over the years with her client, Rory and his wider family. Katie is now working together with her colleague, Mia, from financial planning to manage the family’s money.

By Katie Tasker

Senior Investment Manager

Article

COP30 and the absence of the USA

By Garry White

Chief Investment Commentator

12 Nov 2025 | 9 min read

Article

The week ahead in markets and economics

By Garry White

Chief Investment Commentator

10 Nov 2025 | 9 min read

Article

Earnings propel FTSE 100 to new high

By Garry White

Chief Investment Commentator

07 Nov 2025 | 22 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

92%

Overall satisfaction

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

Respondents from our 2024 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, while adapting to changes in society. At a pace not seen before, we continue to evolve so 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

Determines how ‘likely’ are our clients to recommend Charles Stanley to friends and family.

Respondents from our 2024 Private Client Survey.

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For over 20 years we have received outstanding service from our Investment Manager at Charles Stanley.

Investment Management client

2024 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.

Online Investing 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

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