Charles Stanley & Co Ltd

Restricted - Whole of Market  Scottish Provident Buildings, Belfast, County antrim, BT1 6JH
First meeting at adviser's own cost
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
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Alexandra Price
Director of Financial Planning

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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

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

Where to find us
Head office address: Scottish Provident Buildings, 7 Donegall Square West, BELFAST, BT1 6JH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    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

Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020

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