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Reports and Accounts

Charles Stanley provides holistic wealth management services to private clients, charities, trusts and institutions. Its origins trace back to 1792 and it is one of the oldest firms on the London Stock Exchange. The Company has a national presence, with 26 locations and 850 professionals. Its wealth management services are provided direct to clients and to intermediaries. 

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  Interim report and accounts


Paul Abberley
Chief Executive Officer

At a glance

Group highlights

- Recovery of FuMA: Funds have increased 12.9% to £22.8 billion compared to £20.2 billion at FY 2020

- Growth in Financial Planning: 15.4% increase in Financial Planning revenue to £4.5 million (H1 2020: £3.9 million)

- Interim dividend: Maintained interim dividend of 3.0 pence per share (H1 2020: 3.0 pence per share)

- Strong financial position: Group regulatory capital resources at £92.8 million, 174% of requirement

- Delivering transformation: Continued progress with transformation programme launched a year ago to support profitable growth and an integrated business model

Financial Highlights

Underlying profit before tax (£m)1, 4

Underlying pre-tax profit margin (%)2,4

 Reported profit before tax (£m)

Reported basic earnings per share (p)

Underlying-Profit-Before-Tax Underlying-Pretax-Profit-Margin Reported-Profit-Before-Tax Reported-Basic-Earnings-Per-Share

Dividend per share (p)

Return on
capital employed (%)3

FuMA (£bn)

Discretionary funds (£bn)

Dividend-Per-Share Return-On-Capital-Employed FuMA Discretionary funds


1. The underlying figures represent the Group results excluding adjusting items which are listed out on pages 10 to 11.
2. This represents the underlying profit as defined in note 1 above and excluding the charge in respect of non-cash share options awarded to certain investment management teams under revised remuneration arrangements settled in 2017, expressed as a percentage of underlying revenues (see page 06).
3. Return on capital employed represents reported operating profit for FY 2020 and FY 2019, and a rolling 12-month operating profit for H1 2021, divided by capital employed (total assets less current liabilities as at the reporting period).
4.The figures for the six months ended 30 September 2019 have been restated to reflect the impact of non-cash share options credit of £0.7 million on Investment Management Services, which is accounted for in adjusting items (see pages 10 and 11).

Our Core Business

Transformation journey

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Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200