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Our commitment to you

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. Founded on genuine personal relationships we take on your financial goals as our own based on what matters most to you, including your ambitions, concerns, attitude to risk and preferred way of working.

We offer holistic wealth management services to provide you with peace of mind at every step of your financial journey, with the convenience of having all your wealth needs taken care of under one roof. 

Alongside managing investments for private individuals, our Financial Planning team provides reliable and accessible advice to help you plan and structure your finances as the savings, pensions and inheritance tax landscape become ever more complex. Our Asset Management division offers a range of more complex solutions for larger clients. And for those who are looking to manage their own investments online, Charles Stanley Direct offers a low cost, easy-to-use solution.

Whatever your priorities, and whether you come to us as an individual, a financial adviser, a charity, pension trustee or an institution, we’re ready to focus on your interests and explore what we can do for you.

We promise to focus on you. To put your interests before any opportunity to promote our services to you. To listen carefully and provide what’s right for your situation and goals. We promise to work with you in whatever way suits you best. And we promise to keep on supporting you over the long term, doing everything we can to safeguard your money and help you achieve your financial objectives.

This is the Charles Stanley promise, and this is my personal pledge to you.

Paul Abberley, Chief Executive

Our vision is to become the UK’s leading wealth manager by 2020.

Our values

Our core values provide the framework within which we operate, and support our approach to doing right by our clients, colleagues, and the wider communities within which we work.

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200