Charles Stanley
About Us
Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange. Its origins lie in a banking partnership established in Sheffield in January 1792.
The bank prospered, as did the Stock Exchange investment business. By the 1830s this had grown to the point where a Director was needed in London to handle it, so Charles Stanley came southwards to London. As the business grew it became recognised as a separate operation and in 1852 the name Charles Stanley first appeared as an independent member firm of the London Stock Exchange.
Today, Charles Stanley is one of the UK’s leading wealth management firms. We provide a range of financial planning and investment management services to national charities, trusts, financial advisers and professional institutes, but our principal business remains as it was over 200 years ago, the provision of a high-quality, personal service to our private clients.
Paul Abberley
Chief Executive Officer
The hallmark for our firm over many generations of clients remains our overriding commitment to excellent client care.
Our commitment to you
We strive to provide the very best levels of personal service for all clients from Discretionary, Advisory and Execution-Only clients through to Corporate clients, Charity & Court of Protection clients.
Our history
Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange. Its origins lie in a banking partnership established in Sheffield in January 1792.
Corporate social responsibility
Charles Stanley, the Board and senior managers within the Group are committed to ensuring the Group interacts responsibly with its employees, clients, shareholders and the wider environment.
Our services & business terms
Charles Stanley & Co. Limited is pleased to offer its services to you, find our more about these terms as well as VAT refunds and FATCA/CRS
The security of your investments
It is understandable that from time to time we receive enquiries from clients about the security of the funds that we place for them on deposit, read about this and more.
Cyber security
We are committed to protecting your information and assets from the threats posed by fraud, identity theft and other financial crime.
Our RDR Status
Charles Stanley & Co. Limited offers clients a wide range of different financial services to suit their needs.
The custody of your Investments
There are three ways in which you can hold your investments: in Charles Stanley's nominee account, in CREST Personal Membership or in the form of paper share certificates.Your choice will be determined by your own personal preference and the amount of dealing you do.
Your local office
Your local Charles Stanley office can help advise you on a wide range of investment management services.
Select an office