Charles Stanley & Co Ltd

Restricted - Whole of Market  Charles Stanley & Co, Aberdeen, AB10 1UQ
First meeting at adviser's own cost
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Stockbroking services
Response rating
9.0/10
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Sam Cowan
Chartered Financial Planner

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 UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Accreditations
Certified Financial Planner Chartered Financial Planner
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.

Where to find us
Head office address: Charles Stanley & Co, 26 Carden Place, Aberdeen, AB10 1UQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
9.0/10
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Independent Financial Adviser 0.03 mi
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
 
Independent Financial Adviser 0.35 mi
Coronavirus (COVID-19) With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families. WE ARE NOW OPEN FOR FACE TO FACE BUSINESS WITH THE FOLLOWING RESTRICTIONS IN PLACE: A maximum of 2 people can attend appointments, as this will allow us to maintain the 2 metre social distancing rules at all times. If you have children, we request that you do not bring them to the office at this time. You will be unable to use our toilet facilities. You will be asked to use our hand sanitiser on entering the office and when leaving. Please observe and follow the signs on the floor. As we are restricting the number of people in the office, you may be asked to wait outside (or in your car) until the previous clients have left. If you are feeling unwell prior to your appointment, please do not attend but give us a call to either rearrange or convert to a telephone appointment. If you appear to be unwell or are coughing, we will politely ask you to leave and either arrange a phone appointment or rearrange for a later date. The office will be fully cleaned between appointments. We thank you for your understanding during these strange times, but if you have any concerns, please don't hesitate to contact us.
 
Independent Financial Adviser 0.36 mi
We help you reach your financial goals for your financial future.
 
Independent Financial Adviser 0.39 mi
We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.