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  11. Charles Stanley & Co Ltd

Charles Stanley & Co Ltd

Restricted - Whole of Market  Eagle Star House, BELFAST, BT1 6FB
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FCA authorised
Last authorised 17th May 2021
Award winning wealth management firm with over 200 years of heritage. Providing financial peace of mind for you and your family locally.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
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Long term care
Meet our advisers
Ms Alexandra Price
Director of Financial Planning
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.

Our services

At Charles Stanley we focus on providing high quality tailored advice and offering a personal service.
We have a range of services available, from advice on a one off basis for a specific goal such as retiring or managing Inheritance Tax ,to more complex needs where we create a full financial plan that covers all areas of financial planning.

Our recent awards include:
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

Preferred clients
Minimum wealth (income/assets)
£50,000
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
Compliance

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

Eagle Star House, 5-7 Upper Queen Street, BELFAST, BT1 6FB

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