Our annual results for the year ended 31 March 2021

Resilient performance and good progress made in delivering strategy despite pandemic challenges

| 1 min read

Group highlights

  • Revenues remained stable at £171.2 million in FY 2021
  • Year-on-year Group FuMA increased 26.7% at £25.6 billion
  • FY 2021 dividend increased by 33.3% to 12.0 pence per share
  • £171.1m Group revenues FYE21
  • 12p Dividend FYE21
  • £25.6bn FuMA FYE21
  • Group’s capital resources increased 6.9% to £100.6 million
  • Evolving holistic proposition – Meeting the changing needs of clients and developing relationships across different stages of their financial journey by broadening our service offering
  • Improving staff satisfaction with increased score of 79% from 75%, a big achievement in light of the COVID-19 pandemic

“I am encouraged by our progress and resilient performance amidst global disruption. Revenues and profits were inevitably impacted by market conditions, but the results highlight the resilience of the business and we’re ahead of market expectations."

Paul Abberley, CEO (May 2021)

  • £151.6m Investment Management Services Revenue FYE21
  • £10.0m Financial Planning Services Revenue FYE21
  • £9.6m Charles Stanley Direct Revenue FYE21

Our Video

Our documents

Our operational highlights

  • Effective transition to home working with high customer service levels maintained
    • client satisfaction score of 89% across all divisions
    • ‘Best Customer Service’ award from Boring Money 2021 for Charles Stanley Direct
  • Ongoing transformation and restructuring programme has delivered further operational gains
    • IT infrastructure outsourcing completed, with digital strategy in place to enhance client proposition
  • Partnership with MSCI to assign ESG scores to portfolios
  • New Central Financial Services division to be established in new financial year to address client needs for simplified advice as opposed to full service discretionary management
    • division will incorporate model portfolio services, foundation financial planning and execution-only services

Our outlook

  • Trading conditions are expected to remain positive
  • The Group remains well-positioned to continue delivering its growth and efficiency initiatives, supported by a strong balance sheet, with no debt and good cash flows

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Our annual results for the year ended 31 March 2021

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