Charles Stanley & Co. Limited

Service provider
Investment Manager
Min. account size
£250,000
Ownership
Listed on Stock Market
Size of wealth manager
Large
Founded
1792
Size
UK Wide

Charles Stanley & Co. Limited Factfile

Charles Stanley - Paul Abberley 200x200
Paul Abberley
Chief Executive Officer

Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange, first appearing as an independent member firm in 1852. Today, Charles Stanley & Co. Limited is one of the leading investment management companies in the UK, dedicated to serving the private investor. The level of service you choose will be determined by how actively involved you want to be in the management of your investments and how confident you are with monitoring the balance of risk and reward yourself.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Investment manager
Fee structure Annual fee
Min. account size £100,000
Online dealing
Timezones International
Margin accounts

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Questions to ask?

Questions to ask?

What financial planning do they offer clients?
How do they charge for financial planning?
What technology is provided to clients?
What we like

What we like

A full service investment manager
Wide regional footprint with office around UK
Great online investment services
Some of the most competitive fees

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Articles by Charles Stanley & Co. Limited