Charles Stanley & Co Ltd

Financial Adviser (Restricted Whole of Market) 55 Calthorpe Road, Edgbaston, Birmingham, B15 1TH
FCA verified
12th November 2018
The provision of a traditional, high quality service to the discerning private investor.
We can advise you on
    • Wealth management
Meet our advisers
adviser-person
Simon Foley
adviser-person
Mark Davies
adviser-person
Rory Menmuir
Senior Financial Planner
adviser-person
Nigel Goodhand
adviser-person
Richard Venner
Director of Financial Planning
Where to find us

55 Calthorpe Road, Edgbaston, Birmingham, B15 1TH

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.

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

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We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.