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Working in partnership with professional advisers

Lawyers, Accountants, Consultants and Trustees

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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

Angela Merkel has been Chancellor for 16 years and has said she will not run again for that office. What does this mean for Germany and the EU?
Features: 14/04/2021

An even greener Germany?

Angela Merkel has been Chancellor for 16 years and has said she will not run again for that office. What does this mean for Germany and the EU?

A woman and child arranges red heart shape puzzles
Features;: 13/04/2021

How to get the most out of your relationship with your Investment Manager

An Investment Manager’s role is about helping your charity to achieve their financial objectives: to protect and grow a charity’s assets over the longer term.

Concerns about a sharp rise in US inflation have eased, but Federal Reserve policy remains key to any recovery. Markets may once again test Chairman Jerome Powell’s resolve.
Features: 12/04/2021

Fed policy is crucial to markets and the recovery

Concerns about a sharp rise in US inflation have eased, but Federal Reserve policy remains key to any recovery. Markets may once again test Chairman Jerome Powell’s resolve.

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.