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Investment Management in Bath
The Bath Office of Charles Stanley, established in 1994, operates as a team of professionals, each responsible for a portfolio of clients but where the co-operative spirit amongst us ensures that clients receive continuity of service whoever picks up the phone.
The convenient position of our office in Queen Square means that we are always available to clients passing by who wish to pop in and discuss the latest investment trends. We currently look after private clients, financial advisers, trustees of charities, solicitors, accountants, and corporate clients managing investment portfolios including ISAs, SIPPs and other pensions as well as offering a traditional investment management service.
Simon Jacobs - Branch Manager