Charles Stanley & Co Ltd

Restricted - Whole of Market  Charles Stanley & Co, City of Edinburgh, EH1 3DQ
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
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Annuity purchase
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Defined benefit
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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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Traded endowment policies
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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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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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EEA
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Rest of world
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Corporate pension
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
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, 2 Multrees Walk, City of Edinburgh, EH1 3DQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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