This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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 financial services industry, including regulation, legislation and the Code of Ethics.
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 assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
This exam accesses understanding of the financial services industry including regulation and legislation.
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
• Protection planning
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.
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