Our highly personalised service allows our Financial Planners to create a deep relationship with you, building you a financial plan that’s specifically designed to meet your needs.
You’ll have direct contact with your Financial Planner so you can speak to the person responsible for your financial plan.
With offices throughout the UK, you can choose a Financial Planner nearest to you. You’ll have regular contact in person, over the phone and through our secure client portal.
We’ll explore every aspect of your financial world, taking everything into account to create a plan that matches your individual needs, objectives and risk appetite.
We have a range of planning tools and techniques so you can be more tax-efficient with your savings, plan your retirement, mitigate inheritance tax, protect your wealth and much more.
We provide a wide range of wealth and investment management services, and we’ll find those that are most relevant to you. We’ll also make sure you understand everything we’re doing and are comfortable with your financial decisions.
Typically, we provide financial advice to those with assets over £200,000. If you’re looking for services at lower levels, we have alternative options.
Individuals and families come to us for professional financial planning advice for all sorts of reasons. We’re here to help you create a more secure financial future for yourself and your family.
Life is full of surprises. Yet we find that people tend to focus on some common themes at similar times in their lives. You might find it helpful to think about your own financial journey through these life stages.
Managing your finances in your 20s isn’t always a priority even though you may be taking on your own financial responsibilities for the first time; it's good to start with the basics.
Even when day-to-day life is really busy, it’s important to keep your financial future in focus with things like pension planning and making the most of other tax-efficient investments.
They say life begins at 40, and these peak earnings years are a good opportunity to enjoy your hard-earned money and maximise your savings and investments.
As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.
Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways to enjoy your life.
In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.
There’s a lot to think about when developing and implementing your financial plan. We’ve put together everything that’s involved into these five stages:
Since our personal contact with Charles Stanley began, I have felt very reassured about the future for not only us but our children and grandchildren.
Financial Planning client
2022 Private Client Survey
Highly professional excellent service and support. I am so relieved and reassured to have my finances looked after by the team at Charles Stanley.
Financial Planning client
2020 Private Client Survey
Since our personal contact with Charles Stanley began, I have felt very reassured about the future for not only us but our children and grandchildren even with the uncertain turmoil at the moment with the markets. I have confidence in them. This means a lot to me as I do not understand the workings of the Stock Market at all. Thank you.
Financial Planning client
2020 Private client survey
Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
For most people, financial planning is about creating a better life for themselves and their families and giving them the peace of mind that money is one thing they won’t have to worry about. It can also help to answer some of life’s most pressing questions, such as when you’re likely to be able to afford to retire and how much money you’ll have to spend. Your financial plan will give you the information you need to make important choices throughout your life.
In the first instance, we’ll arrange a conversation, which can be in person at one of our offices or another place to suit you, or through a video or phone call. This meeting will give you a chance to tell us about your situation and what you’re looking to achieve. We’ll be able to tell you a bit more about how we can help, and you’ll also have the opportunity to ask us any questions you may have. There’s no charge for this first step.
The answer depends on what you’re looking to achieve through the process, which is likely to change throughout your life. For instance, when people are still working they tend to focus on building up a pot of money for later life, as well as protecting their family against the unexpected. When they get older, the emphasis tends to shift to things like covering the costs of long-term care and finding the most tax-efficient ways to pass on wealth.
There are lots of things we can do to help your organise and structure your assets in the most efficient ways, such as making sure you’re taking full advantage of all your tax-free allowances for saving and investing. We can also use more sophisticated techniques, such as setting up trusts, although we’ll usually favour the most straightforward approach.
Charles Stanley is not a tax adviser.