How can Wealth Management help you?

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Find new ways to protect and grow your wealth; with personalised financial advice and bespoke investment portfolios. With over 200 years' experience, we have created financial security for tens of thousands of people like you.
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Request a call back

Complete your details below to request a call back to book a free consultation with on of our Financial Planners or Investment Managers, alternatively, you can call us on 0207 739 8200 (Open Mon-Fri, 9am-5pm)

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Why choose Charles Stanley?

Work with a Wealth Manager that can build you a robust plan. One who’ll protect you from unnecessary risks and explore new opportunities.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Holistic Financial Planning

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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