Working in partnership with professional advisers
Lawyers, Accountants, Consultants and Trustees
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 services
How can I work with Charles Stanley?
We are committed to providing solutions that work for your client as their priorities change over time. We recognise that your client will encounter many different life events and as such, we are ready to flex should their requirements change.
Brochure
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
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?
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.
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.