Sponsor profile – Charles Stanley Wealth Managers

Thank you Charles Stanley for your sponsorship of Wizardry in Wood

 

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At Charles Stanley, we take on your financial goals as our own, applying technology and deep market insight founded on genuine personal relationships. We shape our approach to fit the way you want to work, focusing on your interests and ready to flex as your requirements change.

Charles Stanley has an outstanding team of investment professionals who look after private clients, financial advisers, trustees of charities, solicitors, accountants and corporate clients. We insist on the highest levels of service for our clients and you will have direct access to the same dedicated investment manager on an ongoing basis.

We manage investment portfolios including ISAs, SIPPs and other pensions and can help you with retirement and inheritance tax planning. We also offer a traditional investment management service, either managing your investments on your behalf or supporting you in management them yourself with advice.

Our focus on clients has endured since the foundation of the firm in 1792 and has helped us to become one of the UK’s leading investment managers. With 24 offices around the UK, Charles Stanley currently manages and administers in excess of £20billion on behalf of over 40,000 clients. For your protection, your money is kept separate and ring-fenced from ours and we are authorised and regulated by the Financial Conduct Authority (FCA).

Please remember that past performance is not a guide to the future and the value of your investments can go down as well as up.

www.charles-stanley.co.uk