Charles Stanley

Charles Stanley is one of the UK’s leading wealth management firms, providing a truly bespoke discretionary investment management service and creating financial security for our many charity clients. We provide comprehensive advice and to help charity trustees cut through the investment jargon. Our approach to charity investment is to develop a sensible, affordable and realistic investment strategy, taking account of any environmental, social and governance (ESG), or ethical requirements. At the heart of this service is the relationship with your dedicated investment manager, ensuring that we maintain the highest-quality service across all elements of the client experience. By understanding each charity’s particular priorities, challenges and ways of working, we have helped hundreds of charities devise a more secure financial future.

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