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Our commitment to you

About us

Our focus on clients has endured for more than 200 years and has helped to make us one of the UK’s leading wealth management firms. Since the foundation of Charles Stanley in 1792, we’ve witnessed many changes and challenges, not least in the last couple of decades. Today we are investing in our future and how we can best serve our clients for the next 200 years to come.


Our core business

Shifting away from the old stockbroking model, we have embraced holistic wealth management. While managing investments for private individuals remains our principal activity, we want to provide our clients with the convenience of having all their wealth needs taken care of under one roof. Our Financial Planning team can provide you with the reliable and accessible advice you need to stay abreast of changing regulation and taxation. Our Asset Management division offers a range of more complex solutions for larger clients. And for those who are looking to manage their investments online, Charles Stanley Direct offers a low cost, easy-to-use solution.

Whether you are a private investor, a charity or pension trustee, a financial adviser or an institution, your interests give shape to everything we do. If you would like us to manage your investments today, support you in managing them yourself or help you devise a more secure financial future, we will work for you. You can see the full scope of our offering below.


Who we are today

In 2015 we made a decision to adjust our company strategy in order to meet the demands of the future and continue to work in our clients’ best interests.

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

Defining ‘leading’ in terms of quality rather than quantity, we have focused our attention on three key areas.

Staff engagement

It is important that our staff feel part of an ‘excellence’ driven environment. Promoting a culture of ‘One Charles Stanley’, we encourage engagement and growth for all staff.

Client satisfaction

We are a people-driven business. Offering a truly personal service is at the heart of all we do.

Equity market rating

Our primary responsibility is to preserve our clients’ wealth and maximise investment returns. Careful cost control, a focus on profitability and experience and expertise in our investment teams defines this.

Almost two years into our vision, positive transformation across the business sees us on track to achieving this.


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 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.

Caring. We will strive to earn and maintain the trust of our staff, clients and the wider community by promoting what is in their long term interests.

Fair. We will always act with integrity in a transparent, respectful and professional manner.

Progressive. We will combine an innovative culture with a traditional personalised service.






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

020 7739 8200