Above page content

    Site map  Cookie policy

Financial Planning

Plan your financial future

​We explore every aspect of your financial world, taking everything into account to create a financial plan that works for you.

  • A tailored financial plan for you, your family or a relative you care for.
  • Financial planning can help at every life stage, from planning for education to planning for retirement.
  • Advice on an extensive range of issues such as pensions and investments to lifestyle protection.
  • Access our financial planning services on an ongoing basis with Charles Stanley Optima or receive help with a specific area of concern on a one-off or a short-term basis, with Charles Stanley Apex.
  • Benefit from our wide range of services and oversight of existing portfolios. We can support you with expertise from Charles Stanley, other investment managers or a combination of the two.

Contact us today to discuss how our range of investment solutions can help you.   

020 7149 6437

WDX replacement - Services form


We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us

Is this right for you?

We’ll work closely with you to understand your ambitions, your concerns and your attitude to risk to deliver a joined-up, holistic financial plan.

Peace of mind. Delivered.

We look objectively at your plans to provide solutions that work as your priorities change over the years and you go through different life events. By developing an intimate understanding of your finances and your approach to life, we aim to become your trusted adviser.

A long term view – Charles Stanley Optima.

The Charles Stanley Optima service offers access to advice on an ongoing basis – you’ll have a dedicated Financial Planner who will establish a robust financial plan as well as recommend the most appropriate investment solutions to achieve your objectives.

Focused advice – Charles Stanley Apex.

The Charles Stanley Apex service allows you to benefit from our Financial Planners’ expertise and insight on your current financial situation as a specific area of concern on a one off or short-term basis.

Personal financial planning.

An effective financial plan must be built on a close analysis of your entire financial position, requirements, prospects and objectives. Our service is personal because we recognise that everyone’s circumstances are different.

Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.

Your local office

Your local Charles Stanley office can help advise you on a wide range of investment management services.

Select an office