Charles Stanley

Restricted - Whole of Market  Willow Court, Oxford, Oxfordshire, OX2 0JB
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FCA authorised
Last authorised 13th September 2021
Award winning firm with over 200 years of heritage. We have the technical knowledge and the tools to help you to visualise your financial future. Please enquire for a free consultation.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
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Long term care
Meet our advisers
Mr Richard Elliott
Certified Financial Planner
Mr Ian Brookes
Financial Planner
About us

The Charles Stanley Oxford office has an excellent team of professionals who are proud to work for a firm that is highly regarded by clients and industry peers alike.

Our pride stems from our ability to cultivate and enjoy long-lasting relationships with our clients, offering them a truly bespoke service.

The Oxford office looks after private clients, as well as solicitors, accountants, and corporate clients. We manage investment portfolios including ISAs, SIPPs and other pensions as well as offering traditional investment management services.

In normal circumstances, we look forward to welcoming you to the Charles Stanley Oxford office, but in view of current COVID crisis, we are happy to complete the first meeting remotely, via phone or video conference call.

Our services

We offer a personalised Financial Planning Service, answering such questions as the following;

* Do you have enough money to cover your planned lifestyle for the rest of your life?

* If you have not yet retired, when might you be able to afford to retire, or could you afford to semi retire?

* If you are retired, have you considered how you wish to spend your time, how to fund this and whether you may be in a position to make gifts and plan to mitigate the impact of inheritance tax?

* If you want to provide financial support to loved ones, will you still be able to live comfortably?

* What rate of investment return do you need, to achieve your goals and objectives?

* What level of financial risk should you take?

* Will downsizing your home in the future release enough cash to supplement your retirement? Do you have to downsize if you don’t want to?

* How will an inheritance tax bill impact your Estate? Are there ways of reducing this liability? What are the implications?

* If you die or get seriously ill, what will be the financial outlook for the family?

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.

Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.

Willow Court, 7 West Way, Oxford, Oxfordshire, RG1 4HJ

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