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Working in partnership with professional advisers

Lawyers, Accountants, Consultants and Trustees

WDX replacement - Professional Services form

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Our commitment; better support for you, better wealth management solutions for your clients.

Together we can provide a circle of advice

We work in partnership with professional advisers as an extension of their offering, providing a wide range of wealth management services.

We have a well-established tradition of working with professional advisers and understand the ability to match the right adviser to the client is crucial, working with you to build the most appropriate team around a client.

We always seek to ensure that our clients are well-advised in all aspects of their affairs, often referring business to other professional advisers, and indeed are often asked to make recommendations. This requires us to have not only a thorough understanding of a client’s situation but a good knowledge of the leading practitioners in the legal, accounting, fiduciary and tax communities.

A long tradition of serving a range of clients

  • Senior professionals and partners
  • Landed estates and agricultural clients
  • Sports, arts, culture, music and entertainment professionals
  • Non-UK domiciled / international clients
  • Businesses, companies and institutions
  • Family offices
  • Charities
  • Court of Protection and vulnerable clients
  • Inherited wealth & multi-generational families, trusts and settlements
  • Entrepreneurs and business owners such as those who develop and manage emerging technologies

 

 

Our latest thought leadership series

Social Entrepreneurism

Can social entrepreneurism create the greater good? This series seeks to answer this question taking view points from a range of innovators across different industries and professions, with a series of articles and virtual roundtables to try and understand the possible impact of this social entrepreneurism.

Latest news & opinion

Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook for the week ending 17 September 2021.
Features: 17/09/2021

Last Week in the City: Evergrande increases challenges for Beijing

Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook for the week ending 17 September 2021.

As Chinese property group Evergrande is thrown into crisis unable to service more than $300bn of debt, the problems for Beijing are intensifying.
Features: 17/09/2021

China struggles in a more divided world

As Chinese property group Evergrande buckles under the weight of more than $300bn of debt, problems for Beijing are intensifying.

: 15/09/2021

Trustee Research: Mind The [knowledge] Gap

The challenges and constraints professional trustees face today.

Why Charles Stanley?

Client care for over 200 years

With over 200 years' experience, we have created financial security for tens of thousands of people. Through bespoke investment management and financial advice, we continue to evolve to help our clients meet their goals by understanding what wealth means to them.

Contact us


Glenn Baker

Business Development Director

+44 (0) 20 7149 6379

More about Glenn

Glenn joined Charles Stanley in 2018 and is responsible nationally for its relationships with professional advisers, such as solicitors, accountants, family offices and consultants, as well as with trustees of charities, on behalf of Charles Stanley’s service offering. He was previously a Director at Kleinwort Benson, before which he worked at Schroders. Working with professionals he is experienced in building relationships with multi-generational families, landed estates, agricultural clients, entrepreneurs and business owners, arts and entertainment clients, and non-UK domiciled and international clients. Working with trustees, he is experienced in building relationships with charities across sectors. Glenn holds a PhD in English Literature from the University of Leicester and is a Board Member on the Action for Animal Health Development Board for the international charity The Brooke, looking at the development globally of One Health - human, animal and environmental.