Sign up to become a client

Our people

Going at your pace
Read Tsitsi’s story of how she helped Laura bring her daughter, Melanie, into the conversation about managing the family's finances following the death of her husband.
By Tsitsi Mutiti
Investment Manager
Enjoying life to the full
Read Will’s story to find out how he helped his client, Anthony, start a conversation about inheritance tax planning with his sons and his financial planner colleague, Simon. Anthony can now enjoy his retirement guilt-free.
By Will Walker-Arnott
Senior Investment Manager
A world of opportunities in retirement
Read Alex’s story on how she helped her client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
By Alexandra Price
Director of Financial Planning
Investing in your family's future
Read Clive's story about how he helped Robert start passing on his wealth to his daughter after the birth of his grandchild. Besides passing on his money, he wants to pass on his values about hard work and responsibility.
By Clive Worlock
Director of Private Clients

Sign up to our emails

Don't miss out on our latest insights, with market commentary, personal finance guidance and information on upcoming events.

By submitting your details you are consenting to receive marketing communications from Charles Stanley.

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.

This site is protected by reCAPTCHA and the Google Privacy Policy and the terms of service apply.