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  2. www.charles-stanley.co.uk › about-usAbout Charles Stanley

    With a rich heritage of over 200 years, Charles Stanley is one of the UK's leading Wealth Managers, helping you towards a secure financial future.

  3. Charles Stanley & Co. Limited is a UK-based investment management company, providing wealth management services to private clients, charities and smaller institutions. [1] [2] Established in 1792, it was one of the oldest firms on the London Stock Exchange. [3]

  4. Jul 11, 2024 · Established in 1792, Charles Stanley is one of the best UK wealth management firms that offers personalised investment management and financial planning services. Charles Stanley specialises in bespoke portfolio management and financial planning.

  5. Nov 15, 2023 · Lee Ramsden is based in Charles Stanley’s Manchester office. He gives us an insight into his day and investment philosophy.

  6. Jul 30, 2024 · We invest in direct shares and various collective investment vehicles - funds, investment trusts and Exchange Traded Funds (ETFs). We invest in both active and passive strategies, but we only pay for the typically higher costs of active management where we believe it adds value.

  7. Jan 21, 2022 · Raymond James has long admired Charles Stanley’s reputation, heritage (which dates back to 1792), and its talented pool of wealth managers and professionals. The two firms share a common client-centric approach and a complementary culture.

  8. Work with a dedicated investment professional who understands your objectives to manage your portfolio. We’ll provide personalised and proactive advice on your investments based on your personal circumstances, investment objectives and risk appetite.

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