Charles Stanley & Co. Limited is one of the leading investment management companies in the UK, dedicated to serving the private investor, charities, trusts and professional institutes. Whether you'd like us to manage your investments today, or help you devise a plan for a more secure financial future, we can help.
Bringing together investment management and financial planning to provide you with a robust and personalised strategy for achieving your financial objectives. With our Telephone Execution-only service, you make all investment decisions and our experienced team of dealers execute them. With Charles Stanley Direct, you make all investment decisions and execute them via our online platform.
Bringing together investment management and financial planning to provide you with a robust and personalised strategy for achieving your financial objectives. With our Telephone Execution-only service, you make all investment decisions and our experienced team of dealers execute them. With Charles Stanley Direct, you make all investment decisions and execute them via our online platform.
Services
The bank prospered, as did the Stock Exchange investment business. By the 1830s this had grown to the point where a Director was needed in London to handle it, so Charles Stanley came southwards to London. As the business grew it became recognised as a separate operation and in 1852 the name Charles Stanley first appeared as an independent member firm of the London Stock Exchange.
Bringing together the specialist areas of expert investment management and holistic financial advice to provide you with a robust and personalised strategy for achieving your financial objectives. Take advantage of the expertise and insights of a leading Wealth Manager with our integrated Wealth Management solution.
We believe that the benefits of high quality, focused investment management go far beyond the financial returns. Having the right relationship in place should be a requirement too. Your investment manager will make investment decisions on your behalf, building and managing a portfolio tailored to your unique requirements.
Continuous monitoring ensures we keep your investments focused on achieving your financial objectives. By delegating responsibility to leading UK Wealth Managers you can take advantage of our investment expertise, track record and insights. We understand that life changes and that your financial goals may do as well, we can adapt to any such changes.
For those clients who are comfortable with the investment process, they may want to take the lead with the investment decisions in conjunction with a professional Investment Manager. Working in partnership with your dedicated investment professional who will understand your long term financial objectives.
Reviews (3)
Homer Homer
Mar 14, 2021
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Forced to shut to convert crest account into nominee account because they increased cost, and not get emails or letters from companies of shares I hold.
Meaning I miss notifications of corporate events, meaning I lost money on my investment because it's too late to take action.
Yes I should track but when you hold a diverse portfolio of at least 20 companies it's hard to track.
Meaning I miss notifications of corporate events, meaning I lost money on my investment because it's too late to take action.
Yes I should track but when you hold a diverse portfolio of at least 20 companies it's hard to track.
Magnus Wheatley
Aug 26, 2019
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Keith Bates
Aug 28, 2018
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Terrible service. Simply terrible. Months and months of chasing by both myself and my wife to transfer ISAs and SIPPs....to them! Brushed off repeatedly by uninterested customer service staff. In the end I had to call my previous provider to sort it out - for which Charles Stanley then claimed credit. The platform works ok but now has a glitch with a scroll bar overlaying the bottom buy/sell/invest monthly option for each portfolio holding, meaning transactions can't be actioned. Plus the platform charge has gone up to 0.35% making them uncompetitive with A.J. Bell. Go elsewhere I'm sad to say
