Charles Stanley & Co Ltd

Restricted - Whole of Market  55 Calthorpe Road, Edgbaston, Birmingham, B15 1TH
FCA authorised
Last authorised 11th October 2021
The provision of a traditional, high quality service to the discerning private investor.
We can advise you on
Wealth management
Corporate pension
Employee benefits
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Meet our advisers
MR Richard Venner
Director of Financial Planning
MR Nigel Goodhand
MR Rory Menmuir
Senior Financial Planner
MR Mark Davies
MR 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)
Minimum pension value
Minimum mortgage value
Advice methods
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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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