2021 Exceptional customer service - Dan Beecroft | Charles Stanley

New? Sign up Sign in

Select your area:

Main menu

What we offer
About you
Insights
Help & contact
About Charles Stanley

What we offer
Investing
Planning
Saving
Coaching
Important information
Wealth Management

Investing
Professionally Managed Services Bespoke Investment Service Personal Portfolio Service Advisory Investment Service
Do it yourself investing Online Investing platform Investment ideas Charles Stanley Funds
Find investments

Planning
Holistic Financial Planning
Financial Plans

Saving
Flexible Stocks & Shares ISA
Self Invested Personal Pension (SIPP)
Investment Account
Junior Stocks & Shares ISA
Cash Savings

Coaching
Financial Coaching

Important information
Online Investing rates and charges
Investment services terms & cash management
Financial Planning terms

About you
Where are you in your life?
Has something happened in your life?
Tools to help you
Questions

Where are you in your life?
I'm in my 20s
I'm in my 30s
I'm between 40 & 55
I'm between 55 & 65
I'm between 65 & 75
I'm over 75

Has something happened in your life?
I have just inherited some money
I am getting divorced
I want to make the most of my retirement
I would like to plan going into a home

Tools to help you
Pension contribution calculator
Drawdown calculator
IHT calculator
Tools to help you

Insights
Latest commentary
Knowledge
Stories
Events
Insights

Knowledge
Women and wealth
Report: Female Founders
Guide to building strong financial foundations
Guide to growing wealth and building resilience
Guide to protecting your nest egg and planning your retirement with confidence
Guide to leaving a lasting legacy

Stories
Making a fresh start after divorce
A world of opportunities in retirement
Investing in your family's future

Events
On-demand: Women in wealth
On-demand: When uncertainty turns into chaos

Help & contact
Sign up
Sign in
Help
Our people & locations

Sign up
Invest online today
Request a call back

Sign in
My Charles Stanley
Charles Stanley Direct

Help
Keep safe online and prevent cyber attacks

About Charles Stanley
Who we are
Important information
Legal and regulatory
Careers
Media centre
Our people & locations

Who we are
Our history
Our corporate social responsibility
Our awards
Our client satisfaction

Important information
Keep safe online and prevent cyber attacks
Interest rates and cash management
Online Investing rates and charges
TCFD Entity-level Report

Individuals
Financial Advisers
Professionals
Charities
Pension Trustees

0207 739 8200

Search

What we offer
About you
Insights
Help & contact
About Charles Stanley

New? Sign up Sign in

Professionally Managed Services

Bespoke Investment Service

Personal Portfolio Service

Advisory Investment Service

Do it yourself investing

Online Investing platform

Investment ideas

Charles Stanley Funds

Find investments

Holistic Financial Planning

Financial Plans

Flexible Stocks & Shares ISA

Self Invested Personal Pension (SIPP)

Investment Account

Junior Stocks & Shares ISA

Financial Coaching

Important information

Online Investing rates and charges

Investment services terms & cash management

Financial Planning terms

Wealth Management Service

Combined expertise from your dedicated Financial Planner and Investment Manager.

Where are you in your life?

I'm between 40 & 55

I'm between 55 & 65

I'm between 65 & 75

Has something happened in your life?

I have just inherited some money

I am getting divorced

I want to make the most of my retirement

I would like to plan going into a home

Tools to help you

Pension contribution calculator

Drawdown calculator

Tools to help you

Get answers to your financial questions

Helping you and your family to create a more secure financial future.

Latest commentary

FTSE trades near all-time high

Active vs passive ETFs: the pros and cons

Hyperscalers - AI investment enters its next phase

Women and wealth

Report: Female Founders

Guide to building strong financial foundations

Guide to growing wealth and building resilience

Guide to protecting your nest egg and planning your retirement with confidence

Guide to leaving a lasting legacy

Making a fresh start after divorce

A world of opportunities in retirement

Investing in your family's future

On-demand: Women in wealth

On-demand: When uncertainty turns into chaos

Insights

Read, watch and listen to our latest commentary and helpful guidance.

View all insights

Invest online today

Request a call back

My Charles Stanley

Charles Stanley Direct

Keep safe online and prevent cyber attacks

Our people & locations

Find out who and where we are.

View people & locations

Our corporate social responsibility

Our client satisfaction

Important information

Keep safe online and prevent cyber attacks

Interest rates and cash management

Online Investing rates and charges

TCFD Entity-level Report

Legal and regulatory

Our people & locations

Find out who and where we are.

View people & locations

2021 Exceptional customer service - Dan Beecroft

2021 Exceptional customer service - Dan Beecroft City of London Wealth Management Awards

Terms of use All policies Privacy policy Cookie statement Slavery and human trafficking statement Careers Contact us

Follow us

The value of investments, and the income derived from them, can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.

Charles Stanley is a trading name of Raymond James Wealth Management Limited, which is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies.

Raymond James Wealth Management Limited is registered in England number 1903304. Registered office: Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY. VAT: 524732945. LEI: 213800R62RPGBBLQRT21

Terms of the website

This section of the website is intended for professional advisers only. The contents are not suitable for retail clients. Please confirm whether you are a professional adviser.

Are you a professional adviser?

No, I am not