About Charles Stanley

Important Information

Key details about our services

Important Information

Our Financial Planning Services

Read our Service and Business terms along with information about the different services we offer and their cost and charges.

Important Information

Our Investment Management Services

Read our Service and Business terms along with information about cash management, VAT returns and the security and custody of your investments.

Important Information

Our Direct Investment Service charges

Read the pricing information for our Direct Investment Service, you can choose to trade online or directly over the telephone with our dealers.

Our Approach to Investing

Our Approach to Responsible Investing

Our approach to Responsible Investing enables us to align your investment strategy with your ethical values, embodying our caring and fair company values.

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Complaints

We seek to maintain the highest standards of service, however we understand even in the best-run organisations things can go wrong.

Help & Contact

Find the right person you need to speak with or get the help you need.

Our people & locations

As a national UK firm, you are never far away from one 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.