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  11. Charles Stanley

Charles Stanley

Restricted - Whole of Market  Willow Court, Oxford, Oxfordshire, OX2 0JB
First meeting at adviser's own cost
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
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Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Richard Elliott
Certified Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Accreditations
Certified Financial Planner
Ian Brookes
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
When facing major change with the possibility of early retirement, ending freelance practice, an inheritance and my wife's serious illness, I was introduced to a financial adviser working for the same company as Richard. He then retired and Richard became my adviser. Richard made this transition very easy at a difficult time. He helped us sort out our affairs, anticipating the situation we faced sensitively and pragmatically. With the subsequent but anticipated death of my wife, he was a much valued source of support and advice. In happier times he has continued to respond to changing circumstances, advising me and my new partner most effectively and clearly. I now have a much better grasp of my financial situation and my affairs are in much better order.
Ben, UK
Richard was recommended by our previous financial adviser, and we have enjoyed his advice and expertise for the past 20 years. He organised our investment profile , put our rather shambolic economic affairs in order and laid out a clear strategy for our "sunset" years. We have the outcome we were hoping for. We still feel quite adventurous, but not foolhardy, and our watershed feels secure . Richard has ensured that. Frankly, I have a fairly low boredom threshold re finance; Richard has kept me focused.
Jonathan, UK
My wife and I wanted to review our financial position in order to plan for our retirement. Richard took plenty of time to understand all our financial goals, not just our retirement and our attitude to risk because there was always going to be a certain amount of investment and as we all know, investments can go down as well as up. For instance we also wanted to minimise any burden on our children regarding inheritance tax. He applied all our aims into a financial model along with our current and expected expenditure, and our sources of income (pensions and savings etc). We were then able to see if we had any shortfalls for what we wanted to achieve. We are very pleased with the process and what Richard has put in place. We have regular meetings to update the plan if necessary and check we have sufficient funds. I can't think of anything that could have been done better.
John, UK
Originally my husband looked after our joint finances and estate - on his death I needed financial advice. Ian has consistently been courteous, and has consulted with me in how I want to invest - ethically and low risk. He regularly meets with me to discuss the portfolio. He has also set up a trust in the interests of my grandchildren. The outcome of his advice has so far been sound and successful Ian is the first adviser I have had contact with and I am perfectly satisfied with his way of being and the results of his advice.
Anne, UK
As a retired teacher with a pension and some savings of my own, I recently inherited a substantial amount from my parents. Having had Power of Attorney for their financial affairs at the end of their lives I appreciate the costs involved and the importance of good financial advice and wise planning for old age. Ian helped me understand how best to invest my savings, reduce inheritance tax and plan for my future. He had an excellent overview of my circumstances and was able to present this lucidly, and patiently. A lifetime cashflow presentation was extremely helpful - followed through with a professionally printed publication of his findings and recommendations. I found his graphic presentation, clarity of his explanations - layout design- graphs - spreadsheets - with such a complex subject matter to be extremely helpful.
Anna, UK
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?

Where to find us
Head office address: Willow Court, 7 West Way, Oxford, Oxfordshire, OX2 0JB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
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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.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 26th October 2020

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