Create a more secure financial future
Wealth Management
Create a secure financial future for yourself and your family with a personal financial plan and investment strategy from your dedicated Financial Professionals.
Benefits of our Wealth Management Service
Our highly personalised Wealth Management Service allows our Financial Planners and Investment Managers to create a deep relationship with you. We’ll design and manage your financial plan and investment strategy to continuously meet your needs as your circumstances change over time.
You’ll have direct contact with your Financial Planner and Investment Manager, so you can speak to the people responsible for your financial plan and investment portfolio.
With offices throughout the UK, you can work with a team that’s nearest to you. You’ll have regular contact with us in person, over the phone and through our secure client portal.
We’ll explore every aspect of your financial world in detail, taking everything into account to create a plan that matches your individual needs and objectives.
We have a range of planning tools and techniques so you can be more tax-efficient with your savings, plan your retirement, mitigate inheritance tax, protect your wealth and much more.
We’ll work with you to construct a portfolio based on your personal circumstances, investment objectives and risk appetite.
We'll make sure you're taking advantage of all your annual allowances and using tax-efficient wrappers, such as ISAs and SIPPs.
We can match your portfolio to your personal views and values through ethical, responsible and ESG investment approaches, also allowing you to hold any cherished holdings.
Typically, we provide financial advice and bespoke portfolio management services to those with assets over £200,000. If you’re looking for services at lower levels, we have several alternative options.
Why Wealth Management could be ideal for you
Individuals and families come to us for professional financial planning advice and investment management services for all sorts of reasons. We’re here to help you create a more secure financial future for yourself and your family.
You want professional expertise
You’ve decided that now is the right time to take control. Find the most efficient ways to organise your finances and investments by delegating the responsibility and taking advantage of professional expertise.
You want help to reach your financial goals
You have a specific goal in mind, such as saving for your children’s education, paying off your mortgage or consolidating several pensions into one scheme.
Your life is changing
Something has happened in your life, such as inheriting money, or is about to happen, such as approaching retirement, and you want to make sure you and your family are in a secure financial position.
You’re dealing with a lump sum
You’ve received a large sum of money – perhaps from your pension, an inheritance, settlement or business sale – and want to work out how best to organise and structure your wealth.
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The financial ages of life
Life is full of surprises. Yet we find that people tend to focus on some common themes at similar times in their lives. You might find it helpful to think about your own financial journey through these life stages.
Start your financial journey
Foundation stage: 20s
Managing your finances in your 20s isn’t always a priority even though you may be taking on your own financial responsibilities for the first time; it's good to start with the basics.
Build on your foundation
Accumulation stage: 30 to 40
Even when day-to-day life is really busy, it’s important to keep your financial future in focus with things like pension planning and making the most of other tax-efficient investments.
A time for growth
Growth stage: 40 to 55
They say life begins at 40, and these peak earnings years are a good opportunity to enjoy your hard-earned money and maximise your savings and investments.
Establish your financial plans
Establishing stage: 55 to 65
As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.
Time to enjoy your retirement
Preservation & Reward stage: 65 to 75
Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways to enjoy your life.
The key to conservation
Conservation stage: 75+
In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.
Don't just take our word for it
Providing high quality service to our clients
Range of products and services
90%
are satisfied with the range of products and services provided.
Respondents from our 2024 Private Client Survey
What can you expect?
There’s a lot to think about when developing and implementing your financial plan and bespoke investment strategy. We’ve put together everything that’s involved into these five stages:
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Charles Stanley is not a tax adviser. The information provided here is based on our understanding of current UK legislation, taxation, and HMRC guidance. References to tax reliefs and allowances are correct at the time of publishing but can change in the future. Tax treatment depends on the individual circumstances of each person or entity and could also change in the future. If you are in any doubt, you should seek professional tax advice.