Charles Stanley & Co Limited

Restricted - Whole of Market  58 Waterloo Street, Glasgow, G2 7DA
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FCA authorised
Last authorised 26th October 2020
High quality financial planning from an award winning firm with over 200 years of heritage, and a 92% client satisfaction rating for service. **We are able to offer remote advice**
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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible 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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Accident & sickness
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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
Graeme Dreghorn
Financial Planner
About us

Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange dating back to 1792 and is one of the leading investment management companies in the UK. We are a holistic wealth manager, dedicated to serving the private investor with bespoke financial planning and investment management solutions.

Our services include:

• Holistic financial planning
• Cash Flow Modelling
• Wealth management
• Retirement planning
• Defined Benefit pensions
• Inheritance Tax planning
• Trusts
• Protection planning

Our services

We provide high quality, holistic financial planning. Our aim is simple, to be your trusted adviser. By taking a holistic approach, we aim to guide you through the key events in life that you may need support.

Our most important success story is the trust our clients place in us. 92% of our clients in our recent annual survey trust us; feel we are transparent and are satisfied with their financial planner. Externally, we have been recognised for a number of accolades, including but not restricted to:


• A Top 10 firm in FT Adviser top 100 Financial Advisers 2019
• Five Star award Financial Adviser Service Awards 2019
• Top Financial Planning Companies 2018 - the wealth net
• Investment and wealth Management Awards 2018 - Winner - best wealth manager for tax and trusts. FT Investor Chronicles.
• Gold rating at wealth manager awards 2018 - Portfolio Adviser.

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

58 Waterloo Street, Glasgow, G2 7DA

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