The Charles Stanley commitment: better support for you, a lifetime of financial care for your clients.
Our focus on clients has endured since the foundation of Charles Stanley in 1792, a heritage that has helped to make us one of the UK’s leading wealth management firms. Providing a range of investment management services to individuals, multi-generational families, trusts, estates, charities, financial advisers and professional institutions.
At Charles Stanley our specialist team is dedicated to the provision of high-quality investment management to Deputies, Trustees and their advisors for clients who sadly do not have the capacity to make their own decisions.
With over 30 years of continuous investment experience and over 20 years’ experience working as a Court of Protection Panel Broker, we have developed excellent working relationships with the Court, Ministry of Justice, and associated lawyers and other specialists across England.
We work in partnership with our clients’ professional advisers, so that the collective service supporting each client is extremely high. We have a well-established tradition of working collegiately with all members of a client’s team, maintaining collaborative dialogue with everyone who is involved at every stage of their financial journey.
As fellow professionals, our Court of Protection and Personal Injury team has the experience to work closely with you to make your own task easier. Just as important, our breadth of experience means we have assisted people at all levels of award and in all walks of life. You will find us both knowledgeable and sensitive when meeting your clients or their representatives. This knowledge means we could help you to spot potential complications before they become detrimental to your client.
For more information about how Charles Stanley can partner with you, please contact Glenn Baker by emailing [email protected]. Glenn joined Charles Stanley in 2018 and is responsible for building relationships with lawyers, accountants, professional trustees and investment consultants on behalf of the service offering of Charles Stanley.
Charles Stanley & Co. Limited is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies.
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