Charles Stanley

Charles Stanley’s focus on clients has endured since our foundation in 1792, earning us a reputation as one of the UK’s leading wealth managers. We provide a truly bespoke discretionary investment management service, creating financial security for our many charity clients.

We aim to 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, at the heart of which is the relationship with your dedicated investment manager. All this ensures 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.

Helping trustees to fulfil their obligations is an important part of our relationship with clients. As a client of Charles Stanley, you will benefit from tailored policy guidance, ethical expertise and trustee training. We hold regular trustee seminars to provide insights into the latest investment trends, as well as important developments in the charitable and not-for-profit sector. Our charity trustee clients also benefit from our memberships with bodies such as; Association of Charitable Organisations, Charity Finance Group and Association of Chief Executives of Voluntary Organisations.

With offices distributed in over 20 locations across the UK, we are proud to provide a genuinely local service. We are available to meet anywhere in the UK, including at our regional offices or our head office in London. Clients can stay in touch via whichever means is preferred – meetings, phone, pen and paper, email or the My Charles Stanley online client portal. This means that, if it is not convenient to meet face-to face, there are still a wide range of options for maintaining the working relationship that is right for you.

To provide further support to trustees we regularly produce Charities InFocus, our magazine for trustees and their advisers, which aims to keep clients fully apprised of the ever-changing regulatory landscape.

Contacts

Nic Muston

Director of private clients & charities
nicholas.muston@charles-stanley.co.uk
020 7149 6610

Robert Winterton

Business development executive - charities
robert.winterton@charles-stanley.co.uk
020 7149 6265

Website

www.charles-stanley.co.uk/charities-and-charitable-trusts

Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.

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