About Charles Stanley
Part of Raymond James, we have a rich heritage of over 200 years. Today we are one of the UK's leading Wealth Managers, helping our clients create a more secure financial future.
Part of Raymond James
Who we are
As one of the UK’s leading bespoke investment management and financial planning firms, our holistic approach is designed to help you achieve your financial goals, with tailored solutions that reflect your unique aspirations.
Raymond James Wealth Management
At Raymond James Wealth Management, clients are at the heart of everything we do. Our client-centric approach, combined with a full-service offering, local insight and regional presence, enables our wealth managers to deliver trusted advice and personalised solutions.
Raymond James Wealth Management, comprising Raymond James Investment Services and Charles Stanley, is built on the heritage of these two established firms and underpinned by over two hundred years of local expertise.
Raymond James Wealth Management Limited is regulated by the Financial Conduct Authority.
More about us
Who we are
Our focus on our clients has endured for more than 200 years and has helped to make us one of the UK’s leading wealth management firms.
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.
Our Corporate Social Responsibility
Each year we aim to develop our Corporate Social Responsibility practices in four key areas, Business Integrity, People, Environment and the Community.
About our services
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.
Our Partnerships
We are proud to be partnered with a range of organisations in the sports and arts & culture sectors.
Contact us
Important Information
Read the important information about the products and services that we offer, including our Business Terms.
Our Policies
Read our policies and statements, including terms of use, privacy policy and cookie statement.