Charles Stanley London
Charles Stanley London is a financial services company based in London, England. They specialize in providing expert financial planning services to their clients. With a focus on personalized solutions, Charles Stanley London is committed to helping their clients achieve their financial goals. Their team of experienced professionals offers a range of services to meet the unique needs of each individual client. Whether you're looking for investment advice or retirement planning, Charles Stanley London has the expertise to help you navigate the complex world of finance.
Introduction to Charles Stanley London
Charles Stanley London is a financial planning and investment management company that was established in 1792. The company has a rich history of providing financial services to clients in the UK and internationally. The company's purpose is to help clients achieve their financial goals through personalized advice and investment management. What makes Charles Stanley London unique is its commitment to providing independent financial advice to clients and its extensive experience in the industry.Services & products
Charles Stanley London offers a range of financial services, including investment management, financial planning, tax planning, and retirement planning. The company's investment management services include discretionary investment management, advisory investment management, and execution-only services. Clients can also access a range of investment products, such as stocks, bonds, and funds.Location
Charles Stanley London is located at 55 Bishopsgate in the heart of London's financial district. The area is home to many financial institutions, including banks, investment firms, and insurance companies. Clients can expect to find a bustling business environment and a range of amenities in the area, including shops, restaurants, and cafes. The company is conveniently located near several public transportation options, including Liverpool Street Station (0.2 miles), Aldgate Station (0.3 miles), and Bank Station (0.4 miles).Benefits
Clients should choose Charles Stanley London because of the company's commitment to providing independent financial advice and its extensive experience in the industry. The company's team of financial planners and investment managers have a wealth of knowledge and expertise in the financial services industry, which enables them to provide clients with personalized advice and investment management solutions. Charles Stanley London also has a strong track record of delivering long-term results for clients.Good to know
Clients should be aware that Charles Stanley London charges fees for its financial planning and investment management services. The company's fees are competitive with other firms in the industry, but clients should carefully review the fee schedule before engaging the company's services.Reviews
Customer reviews of Charles Stanley London are generally positive, with many clients praising the company's personalized approach to financial planning and investment management. Clients also appreciate the company's commitment to independent financial advice and its strong track record of delivering long-term results.Amenities
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financial planning -
investment advice
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retirement planning
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insurance coverage
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wealth management
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services, including investment management, retirement planning, tax planning, estate planning, and more. Our services are tailored to meet the specific needs and goals of each individual client.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning, starting with a thorough assessment of each client's financial situation, goals, and risk tolerance. Based on this information, we develop a customized financial plan that takes into account each client's unique circumstances and objectives.What are your fees and how are they structured?
Our fees are based on a percentage of assets under management, and are structured to be transparent and competitive. We believe in providing value to our clients, and strive to keep our fees reasonable while still delivering the highest level of service.What professional qualifications do your financial planners have?
Our financial planners are highly qualified professionals with a range of certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and more. We are committed to ongoing education and training to ensure that we stay up-to-date with the latest trends and best practices in financial planning.Can you provide references or testimonials from satisfied clients?
Yes, we are proud to have many satisfied clients who have provided us with testimonials and referrals. We would be happy to provide references upon request, so that you can hear directly from our clients about their experiences working with us.Reviews
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ray a
STAY AWAY!! The staff are very rude and unhelpful. I wouldn't recommend anyone using them, especially their DIY platform- Charles Stanley Direct. They are very secretive, rude and unhelpful.
17-02-2023
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Homer Homer
Forced to shut to convert crest account into nominee account because they increased cost, and not get emails or letters from companies of shares I hold. Meaning I miss notifications of corporate events, meaning I lost money on my investment because it's too late to take action. Yes I should track but when you hold a diverse portfolio of at least 20 companies it's hard to track.
17-06-2021
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Russell Davies
17-06-2021
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James Pitt
17-06-2020
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Rumi Sethna
17-06-2020
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Sandar Lwin
17-06-2020
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Magnus Wheatley
Excellent service. Transferred all my family accounts over to Charles Stanley Direct and the process was incredibly smooth with a knowledgeable Helpdesk in Edinburgh. I can access everything through the App 24/7 and the website is clear and concise.
17-06-2019
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benj2603
17-06-2019
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Mark Waughman
17-06-2019
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Keith Bates
Terrible service. Simply terrible. Months and months of chasing by both myself and my wife to transfer ISAs and SIPPs....to them! Brushed off repeatedly by uninterested customer service staff. In the end I had to call my previous provider to sort it out - for which Charles Stanley then claimed credit. The platform works ok but now has a glitch with a scroll bar overlaying the bottom buy/sell/invest monthly option for each portfolio holding, meaning transactions can't be actioned. Plus the platform charge has gone up to 0.35% making them uncompetitive with A.J. Bell. Go elsewhere I'm sad to say.
17-06-2019
