About Charles Stanley
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.
We’re committed to our clients
Our purpose is to build on our long history, traditional values and strong reputation to help our clients prosper, by meeting their goals through the highest standards of holistic wealth and investment management services. We are passionate about building long-term relationships with both our clients and staff and in contributing to our local communities
Holistic Wealth Management
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. Delivered through three core offerings, together they offer a set of complementary services that support our ambition to be the UK’s leading wealth manager.
Investment Management Services
Offering personal Discretionary, Advisory and broker-led Execution-only services to private clients, trusts, charities and companies. Our bespoke service allows deep relationships with clients and creates investment portfolios built around each client’s individual needs.
Clients include financial advisers, defined benefit pension schemes, institutional investors and high net worth individuals.
Financial Planning Services
Our experienced financial planners provide tailored advice to help our clients plan and structure their wealth.
As the savings, pensions and inheritance tax landscape becomes ever more complex, they provide a range of personalised solutions.
Central Financial Services
A division comprising centrally-managed products and services, focusing on three specific growth markets; Asset management capabilities serving retail, intermediary and institutional clients and Charles Stanley Direct, a personal finance service to provide self investors with the knowledge, tools, products, and services to take control of their financial futures and realise the rewards of their investments.
Our vision
To become the UK’s leading wealth manager; defining ‘leading’ in terms of quality rather than quantity, we have focused our attention on three key areas.
Working at Charles Stanley
Staff satisfaction
We believe it is important that our staff feel part of an excellence-driven environment – promoting a culture of ‘One Charles Stanley’, encouraging engagement and growth for all.
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 values
Our values are more than the characteristics that define us as a company, and they’re more than the shared attitudes of the people who make up the firm.
They’re our pledge and our promise to clients, to wealth managers and to each other.
We put clients first
If we do what’s right for our clients, the firm will do well and we’ll all benefit.
We act with integrity
We put others above self, and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.
We think long term
We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, wealth managers, associates and shareholders.
We value independence
We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation.
Get in touch
Contact us today to discuss our how our wide range of services can help you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)