Provider profile: Charles Stanley

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Charles Stanley works with you as an extension to your own offering. We understand the challenges that Financial Advisers face in a continually changing world; meanwhile investors increasingly rely on you to make sense of the complex world of finance. Finding the right investment support to help you manage your client relationships and build your business is more important than ever.

Our Bespoke Discretionary Managed service is designed to give you the time to look after the personal and professional relationships with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your clients’ investments.

You can have peace of mind that your manager is the same person that invests for you, meaning you speak to the person that is directly responsible for each client’s portfolio. All our Investment Managers have the support of a central team of researchers and specialists. Where other firms have adopted a committee based approach to their portfolio construction, we at Charles Stanley continue to maintain an autonomous approach where the Investment Manager and their team manage client portfolios on a bespoke basis.

Our focus on clients has endured since the foundation of Charles Stanley in 1792 helping to make us one of the UK’s leading wealth management firms. With more than 200 years’ proven experience, we have created financial security for many tens of thousands of people, and currently manage and administer in excess of £25 billion (as at 30th September 2018).

We have retained the long-term advantages of being independently owned, therefore our interests lie with our clients, not others. And now, in a market overwhelmed by complexity and looking for trust, our unwavering focus on our clients has become recognised as a model for the future.

Communication is at the centre of our partnership with you; with over 20 offices across the UK, you can take advantage of a local presence. Furthermore, you can enjoy access to your clients’ portfolios from wherever you are with our secure online portal and app, My Charles Stanley.

Our offices

Bath, Birmingham, Bournemouth, Cambridge, Cardiff, Dorchester, Eastbourne, Edinburgh, Exeter, Guildford, Ipswich, Leeds, Leicester, Leigh on Sea, London (Head office), Manchester, Norwich, Oxford, Plymouth, Tunbridge Wells, Southampton.

Charles Stanley is a trading name of Charles Stanley and Co. Limited, which is authorised and regulated by the Financial Conduct Authority.

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Charles Stanley & Co Limited

Charles Stanley works with you as an extension to your own offering. We understand the challenges that Financial Advisers face in a continually changing world; meanwhile investors increasingly rely on you to make sense of the complex world of finance. Finding the right investment support to help you manage your client relationships and build your business is more important than ever. Our Bespoke Discretionary Managed service is designed to give you the time to look after the personal and professional relationships with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your clients’ investments. You can have peace of mind that your manager is the same person that invests for you, meaning you speak to the person that is directly responsible for each client’s portfolio. All our Investment Managers have the support of a central team of researchers and specialists.

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