Charles Stanley is a UK investment management company.

Banking

Charles Stanley Group

Charles Stanley Group's headquarters in United Kingdom

The Edinburgh office focuses on financial planning and investment management, supporting clients across Scotland and Northern Ireland.

Edinburgh

The Manchester office focuses on investment management and business development, serving the northern UK market.

Manchester

Graham Beauchamp

Gemma Adie

Robert Farnworth

Ben Money-Coutts

Guillaume Rimbaut

Michael Bennett

Andrew Meigh

Chitra Norman

Elliot Monk

Sebastian Moore

Russell Hookey

Peter Dolan

Anika Lakhani

Cert Cii Matthew Manders Dippfs (MP)

Christopher Stothard

Michael Butler

Bethany Deller

James Polston

Abass Akande

Philip Knight

Matthew Stoor

Lee Tanner

Stuart Foster

Clare May

Maria Perkins

Sophie Geldard

Andrew Bates

George MacKinnon

Vikki Young

Richard McGregor

Paul Searby

Sophia M.

Con Lepore

Steve Jones

Annika Jivan

David Howard 

Marcia Campbell

Hugh Grootenhuis

Paul D. Allison

Vincent Campagnoli

Tash Elwyn

Peter Moores

Gala Wan

The Investment Management team at Charles Stanley Group is responsible for strategically managing client portfolios to achieve optimal returns while mitigating risks. This diverse team, which includes senior investment managers, assistant managers, and compliance associates, collaborates closely to analyze market trends, conduct thorough investment research, and provide tailored advice to both individual and institutional clients. Their expertise ensures that client investments align with financial goals and industry regulations.

Investment Management

This department oversees the planning and administration of financial services to ensure optimal financial management and client support.

Financial Planning Services

This department focuses on managing and enhancing relationships with high-net-worth individuals and providing tailored financial solutions.

Private Client Services

This department focuses on providing comprehensive paraplanning support and leadership for financial planning initiatives.

Paraplanning Department

This department focuses on identifying growth opportunities and establishing partnerships to drive business expansion.

Business Development

The Financial Planning and Analysis team at Charles Stanley Group is responsible for developing and implementing financial strategies to optimize client portfolios and enhance investment performance. This team provides comprehensive financial advice, conducts in-depth market analysis, and works closely with clients to align their financial goals with tailored investment solutions. They also collaborate with business development to identify growth opportunities and ensure the delivery of high-quality financial planning services.

Financial Planning and Analysis

Charles Stanley Group

Org chart

Board & advisors

Teams

Investment Management

Financial Planning Services

Private Client Services

Paraplanning Department

Business Development

Financial Planning and Analysis

Offices

Charles Stanley Group

Org chart

Board & advisors

Teams

Investment Management

Financial Planning Services

Private Client Services

Paraplanning Department

Business Development

Financial Planning and Analysis

Offices

Related companies