Charles Stanley & Co Ltd

Financial Adviser (Restricted Whole of Market) Charles Stanley & Co, 2 Multrees Walk, City of Edinburgh, Edinburgh, EH1 3DQ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Sam Cowan Adv DipFA
Chartered Financial Planner
Where to find us

Charles Stanley & Co, 2 Multrees Walk, City of Edinburgh, Edinburgh, EH1 3DQ

Make an enquiry
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, dedicated to serving the private investor with bespoke financial planning and investment management solutions.

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.

Our services

Shifting away from the old stockbroking model, we have embraced holistic wealth management. While managing investments for private individuals remains our principal activity, we want to provide our clients with the convenience of having all their wealth needs taken care of under one roof. Our Financial Planning team provide you with the reliable and accessible advice you need to stay abreast of changing regulation and taxation. Our Asset Management division offers a range of investment solutions, tailored to our clients needs.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Charles Stanley and Co. is authorised and regulated by the Financial Conduct Authority.

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