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Focusing on growth in Leeds for Charles Stanley

We are proud that we are continuing to grow in the north and are seeking to build more relationships in the area.

Hadrian's Wall

by
Jonathan Baker

14.08.2019

When we meet a client for the first time people often ask us why and how we are different, what makes us stand out to other Wealth Managers. We could spend time explaining how we select stocks or build a portfolio, or indeed explain to you how the people that you meet from Charles Stanley are the people that manage your money; but what struck us as something that we are doing differently is actually growing.

Not only have we just opened new offices in AberdeenGlasgow and Belfast, we are also investing in our central systems and operations to further build the business.

Closer to home we have just acquired Myddleton Croft , an award-winning discretionary investment management firm. Consequently our Leeds team along with the new members from Myddleton Croft are about to move to bigger offices to allow for our expansion and for further growth within the region.

Although we are expanding, we are passionate about ensuring that our individual and personalised touch is not lost. We understand the importance of our role in speaking to clients and are happy to attend client meetings at your office, their home or to welcome you to our office.

Earlier this year, the Charles Stanley Leeds team won the Investment Team of the Year Award, and I,  Jonathan Baker (Northern Manager) proudly won the Director of the Year Award in the Yorkshire Financial Awards. Our success, reputation and client satisfaction ratings continue to prove the value of our tailored investment approach, high-quality personal service and a close working relationship with each client and professional partner.

In a climate that is seeing a lot of business consolidation we are proud that we are continuing to grow and invest in areas when the time is right. Having been around since 1792, where we can trace our roots back to Norfolk Row, Sheffield, Charles Stanley has got a fair bit of experience in evolving with the times.

If you would like to know more about Charles Stanley and get a feel for how we could help you, please get in touch.

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Our focus on clients has endured since the foundation of Charles Stanley in 1792 and has helped make us one of the UK's leading wealth management firms. Your interests give shape to everything we do.

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