Company description

Charles Stanley is one of the UK’s leading wealth management firms. Charles Stanley can trace its origins directly back to 1792 and was first registered as a member of the London Stock Exchange in 1852. It has developed its regional presence and currently has over 25 offices across the UK. The Company has no international offices. Charles Stanley & Co. Limited 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. 

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Services available

- Bespoke Discretionary Managed Service

- Managed Portfolio Service

- Inheritance Tax Portfolios (specialist London-based team)

- Tailored Discretionary Management Service

- Multi-Asset Fund range

- SIPPs and SSASs*

- ISAs/Junior ISAs

- Specialist Awards and Damages (Court of Protection) Investment Management

- Charities services

- Fiduciary Management

- Execution-only Platform service

- Telephone Dealing

*SSASs are not currently regulated by the Financial Conduct Authority.