Create a more secure financial future

Wealth Management

Create a secure financial future for yourself and your family with a personal financial plan and investment strategy from your dedicated Financial Professionals.

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Benefits of our Wealth Management Service

Our highly personalised Wealth Management Service allows our Financial Planners and Investment Managers to create a deep relationship with you. We’ll design and manage your financial plan and investment strategy to continuously meet your needs as your circumstances change over time.

You’ll have direct contact with your Financial Planner and Investment Manager, so you can speak to the people responsible for your financial plan and investment portfolio.

With offices throughout the UK, you can work with a team that’s nearest to you. You’ll have regular contact with us in person, over the phone and through our secure client portal.

We’ll explore every aspect of your financial world in detail, taking everything into account to create a plan that matches your individual needs and objectives.

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’ll work with you to construct a portfolio based on your personal circumstances, investment objectives and risk appetite.

We'll make sure you're taking advantage of all your annual allowances and using tax-efficient wrappers, such as ISAs and SIPPs.

We can match your portfolio to your personal views and values through ethical, responsible and ESG investment approaches, also allowing you to hold any cherished holdings.

Typically, we provide financial advice and bespoke portfolio management services to those with assets over £200,000. If you’re looking for services at lower levels, we have several alternative options.

Why Wealth Management could be ideal for you

Individuals and families come to us for professional financial planning advice and investment management services for all sorts of reasons. We’re here to help you create a more secure financial future for yourself and your family.

You want professional expertise

You’ve decided that now is the right time to take control. Find the most efficient ways to organise your finances and investments by delegating the responsibility and taking advantage of professional expertise.

You want help to reach your financial goals

You have a specific goal in mind, such as saving for your children’s education, paying off your mortgage or consolidating several pensions into one scheme.

Your life is changing

Something has happened in your life, such as inheriting money, or is about to happen, such as approaching retirement, and you want to make sure you and your family are in a secure financial position.

You’re dealing with a lump sum

You’ve received a large sum of money – perhaps from your pension, an inheritance, settlement or business sale – and want to work out how best to organise and structure your wealth.

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Why Wealth Management could be right for you

How can you create a more secure financial future?

Watch our video to understand more about how our Wealth Management service could help you and your family create financial peace of mind by working with a dedicated team of Financial Professionals.

The financial ages of life

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.

Start your financial journey

Foundation stage: 20s

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.

Build on your foundation

Accumulation stage: 30 to 40

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.

A time for growth

Growth stage: 40 to 55

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.

Establish your financial plans

Establishing stage: 55 to 65

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.

Time to enjoy your retirement

Preservation & Reward stage: 65 to 75

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.

The key to conservation

Conservation stage: 75+

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.

What can you expect?

There’s a lot to think about when developing and implementing your financial plan and bespoke investment strategy. We’ve put together everything that’s involved into these five stages:

Don't just take our word for it

Award winning service

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and high-quality services we provide by both our industry peers and clients themselves.

View all our awards
2021 Client Service Quality - HNW
2024 DFM Bespoke (5)
2024 Gold DFM Service

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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)

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Charles Stanley is not a tax adviser.