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Charles Stanley

COVID-19: We’re here to help

In light of the uncertainty we are all facing in our daily lives with the outbreak of COVID-19 coronavirus, I wanted to personally reassure you that Charles Stanley has taken a number of steps to ensure we are operationally and financially prepared for all scenarios. 

Charles Stanley remains a financially sound business with capital and liquidity well in excess of minimum regulatory requirements. As at 31 March 2020, our last published figures, Charles Stanley had cash balances of £93.5 million, no borrowings and a regulatory capital solvency ratio of 189%, putting us in a robust position.


My Charles Stanley
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Charles Stanley Direct
For clients of Charles Stanley Direct, our online DIY investment platform, please use the above link to log in instead.

Paul Abberley
Chief Executive Officer

My absolute number one priority is the safety of our clients and staff.


06 Nov 2020 - Covid-19 update from Charles Stanley’s Chief Executive Paul Abberley

It has been several months since I last wrote to you and I sincerely hope this finds you well. I wanted to share how proud I am of my colleagues who have worked tirelessly to ensure we have continued to operate at full capacity and provide our usual high levels of service, and to express my heartfelt thanks for the support you’ve given us over the course of this year. 

In view of the second lockdown being re-introduced in England and other restrictions around the UK, I thought it might be helpful to touch base to provide an update on what we are doing here at Charles Stanley, and on how the markets are being affected. 

Prior to the recent stricter measures, we were able to offer face to face meetings in certain circumstances and will continue to do so where appropriate and where a video or telephone meeting is not suitable.  Fortunately, these have worked very successfully over the last few months from the feedback we have received, but please do let us know if you would find an ‘in-person’ meeting helpful.


Market update

For investors, the last quarter of the year is busy with a mix of political and economic events, including the US elections and of course, Brexit on the horizon.  These may cause some volatility but can also offer useful longer-term entry points for the patient investor and we continue to ensure our portfolios are appropriately positioned for a range of outcomes rather than trying to react to short-term fluctuations.   

For my thoughts on how the markets have been impacted and what this means going forward please click on the link below.

Latest market update

We continue to analyse and refine our perspectives around these critical issues. We are always happy to engage with clients in these endeavours. Invariably, in conversations with our clients, we learn as much as we impart.

In the light of continued uncertainty, I will continue to keep in touch.  In the meantime, my best wishes to you and your families and thank you again for your continued support


Latest news & opinion

EU attempts to tone down US action against China at the G7 Summit means the “Five Eyes” grouping of Australia, New Zealand, Canada, the UK are emerging as the principal supporters of the US.
Features: 14/06/2021

It's a Five Eyes world competing with China

EU attempts to tone down US action against China at the G7 Summit means the “Five Eyes” grouping of Australia, New Zealand, Canada, the UK are emerging as the principal supporters of the US.

Features: 11/06/2021

Last Week in the City: The Fed takes back the narrative

Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook for the week ending 11 June 2021.

Financial Adviser Service Awards
Features;: 11/06/2021

Vote for Charles Stanley – Financial Adviser Service Awards 2021

Please show your support by voting Charles Stanley in the Financial Adviser Service Awards 2021 – DFMs category. Voting closes 9th July 2021.

Covid-19: We're here to help

Supporting you through these challenging times

At Charles Stanley, it is business as usual and we are fully operating. Our dedicated teams continue to be available to answer any questions or concerns and provide the personal service and exceptional levels of customer care you need.

Keeping in touch

All our staff can access their office phone and email and will continue to receive calls and emails as usual.

Making deposits

Where possible, please do not to send cheques in the post. Instead, please pay via bank transfer. To prevent fraud occurring, please do not e-mail your bank details, please share them over the phone, via text or through My Charles Stanley.

Sending documents

Our offices remain open to receive post but with a much-reduced staff presence. Therefore, ideally if you need to send any documents to us for any reason, if possible, please can you send them digitally.