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 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
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.
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.
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.
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, embracing technology and innovation and adapting to changes in society at a pace not seen before. This is an exciting time to be at Charles Stanley as we continue to evolve to best serve our clients for the next 200 years to come.
Everything we do is driven by our core values which define how we work with our clients, colleagues, and the wider communities within which we work.
Contact us today to discuss our how our wide range of services can help you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)