Wealth Management Service
Bringing together the specialist areas of expert investment management and holistic financial advice to provide you with a robust and personalised strategy for achieving your financial objectives.
- Take advantage of the expertise and insights of a leading Wealth Manager with our integrated Wealth Management solution.
- Your financial planner will provide specialist advice in a range of areas, developing a robust plan to help secure your financial future.
- Your investment manager will manage your money in an investment portfolio tailored to suit your individual requirements.
Find out more about our financial planning and investment management services:
Get in touch today to find out how we can help you.
020 7739 8200
Introducing our Wealth Management Service
Whether you’re looking for financial planning and investment management services for the first time or thinking about changing your existing arrangement, we’d like to talk to you.
Wealth Management Services
Is this right for you?
We’ll work closely with you to understand your ambitions, your concerns and your attitude to risk to deliver a joined-up, wealth management solution.
Genuine, personal service
Unlike other Wealth Management companies, we don’t use relationship managers. You will have a dedicated Financial Planner and an Investment Manager who will work in partnership to build a plan that’s right for you.
A solution delivered with confidence
When building a Wealth Management solution, we don’t cut corners. We spend time getting to know you and your individual requirements, attitude to risk and objectives so that the solution we provide is delivered with confidence.
A long-term view
We will build you a personalised plan, but it doesn’t end there. We look objectively at your plans, applying a long-term view to provide a solution that works for you as priorities change over the years.
Expert support you can depend on
By taking advantage of the financial expertise and investment insights of a leading Wealth Manager, you can feel confident that your financial future is in safe hands.
Support at every life-stage
Our wide range of services and expertise, mean that we can help at every life-stage, from lifestyle protection or tax-efficient savings, right through to planning for retirement.
Accessible wherever, whenever.
With our online client portal, you can enjoy 24/7 access to view your investments, pay funds into your account and message us in a secure environment.We can help you in a range of areas, including:
- Expert management of your investments
- Tax-efficient saving and investing
- SIPPs
- Inheritance tax planning
- Wealth protection
- Pensions and retirement planning
- Long-term care planning
Charles Stanley
Heritage and independence.
When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.
Managing investments for you
Your investment manager will make investment decisions on your behalf, building and managing a portfolio tailored to your unique requirements.
Plan your financial future
A specialist Financial Planner will review your financial affairs on a one-off or ongoing basis.
Your local office
Your local Charles Stanley office can help advise you on a wide range of investment management services.
Select an office