Charles Stanley & Co Ltd

Restricted - Whole of Market  55 Calthorpe Road, Edgbaston, Birmingham, B15 1TH
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FCA authorised
Last authorised 16th November 2020
The provision of a traditional, high quality service to the discerning private investor.
We can advise you on
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Wealth management
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Richard Venner
Director of Financial Planning
Nigel Goodhand
Rory Menmuir
Senior Financial Planner
Mark Davies
Simon Foley
About us

Clients’ financial affairs are constantly changing and evolving and to meet these challenges we believe that your financial strategy needs to adapt similarly to changes in your situation.
We live in increasingly complex financial markets and through our Discretionary Investment Service your Investment Manager can react quickly to situations as they develop.

Our services

Charles Stanley & Co. Limited is one of the leading investment management companies in the UK, dedicated to serving the private investor. In addition we act for many national charities, trusts, professional institutes and major financial institutions. But our principal business remains as it was a century and more ago, the provision of a traditional, high-quality service to the discerning private investor.

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

55 Calthorpe Road, Edgbaston, Birmingham, B15 1TH

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