What makes us the right choice?

Charles Stanley is one of the UK’s leading wealth managers providing investment solutions for your clients. We work for you on an ‘adviser-as-client’ basis or on a ‘reliance-on-others’ relationship by providing a wide range of investment services so you can focus on what you do best: managing the relationship with your clients and designing their holistic financial plan.

Why Charles Stanley

Founded in 1792 we have a strong focus on delivering excellent client service alongside the long-term performance you would expect from a highly rated investment proposition.

We offer a range of solutions to meet your clients’ needs:

• Bespoke investment portfolios
• Discretionary management
• Model portfolios 
• Unitised funds
• Responsible investing
• AIM IHT portfolios

In 2025 we achieved the Defaqto Gold Rating for excellence in DFM Service for the fifth year running. We also achieved Six Defaqto 5 Diamond Ratings, and Six Defaqto 5 Star Ratings, which included assessments of our risk-adjusted performance, covering our range of MPS products.