your investments the custody of your investments cyber security csr charity of the year our services and business terms vat refunds fatca crs our history 1792 1886 into the 20th century into the 21st century investment services private client services discretionary investment management advisory investment management advisory dealing services cash management fx margin rates charles stanley direct financial planning services other investment services financial adviser intermediary services charles stanley pan asset matterley fund management the collectives portfolio service court of protection charities trusts & foundations inheritance tax portfolio service financial planning sipps & isas pensions the charles stanley alpha sipp ebs sipp ebs ssas individual savings accounts isas isas junior isa intermediaries our services bespoke investment management dfm model portfolio service collectives portfolio service charles stanley pan asset setting up your account agency set up online portfolio & account access news investor relations latest results financial information dividend information financial calendar five year summary capital history pillar 3 disclosure report & accounts report & accounts archive regulatory news rns releases corporate governance the board remuneration committee audit committee nomination committee annual general meeting contacts & advisers contact contact us head office online enquiry form media enquiries the quality of our service above page content site map cookie policy charles stanley header text careers offices tel 020 7739 8200 secondary menu my account main menu about us investment services financial planning sipps & isas intermediaries news investor relations contact search form search homepage 2015 header focusing on you a welcome from paul abberley ceo homepage 2015 news feature article feature 10 10 2016 sterling weakness and plenty of money john redwood charles stanley s chief global strategist analyses the current uk annual deficit and state borrowing situation . latest news 13 10 2016 how to avoid running out of money in retirement there is a wide range of options when taking pension benefits but how do you guard against your money running out rob morgan highlights the key things to consider . 07 10 2016 charles stanley investment strategy committee minutes john redwood charles stanley s chief global strategist summarises the cs investment strategy committees review of world economies . 07 10 2016 ten tips on generating income from investments . generating a reliable regular income stream is the goal of many investors especially those in retirement . rob morgan provides some tips to help . homepage 2015 services our investment services traditional high quality service for the discerning private investor private client investment management charles stanley offers a comprehensive service to private clients advising on managing buying and selling stocks shares unit trusts and a wide range of other financial instruments . we also provide extensive services in administering clients investments and cash in financial planning managing isas and many ancillary activities . browse our services financial planning services the financial planning service is designed for clients who whilst not seeking an on going wealth management service nevertheless wish to have their financial affairs reviewed on a regular basis in order to maximise the opportunities that are available in the marketplace . as a client of charles stanley the first step is a conversation with one of our consultants . by understanding your financial requirements and aspirations together we can begin to create the individual solution that will help you achieve them . do get in touch with our team here . more information regional office network charles stanley s regional offices are core to the business strategy of the group providing local investment management and wealth management services plus many other ancillary financial services to private clients charities trusts professional intermediaries and financial institutions . we are located in 31 sites please see the listing here . office network homepage 2015 services become our client if you would like help with opening an account then please get in touch with us . get in touch phone us 020 7739 8200 contact details our registered office 25 luke street london ec2a 4ar map view new footer block ftse and form market view ftse 100 index 7013.55 35.81 0.51 prev close6977 .74 open 6977.74 follow us receive our newsletterenter your email address below to sign up for our weekly market commentary emails . signup for our weekly market commentary email footer text investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments and the income derived from them may fall as well as rise and the amount realised may be less than the original sum invested . charles stanley & co. limited is authorised and regulated by the financial conduct authority and is a member of the london stock exchange . cookie policyterms of useprivacy policyorder execution & conflicts of interestuk stewardship codenew cookie policy 2015slavery & human trafficking statement floating footer risk warning investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments and the income derived from them may fall as well as rise and the amount realised may be less than the original sum invested . customize this since 1792 today charles stanley & co. limited is one of the leading wealth management companies in the uk dedicated to serving the private investor . about usour commitment to you our rdr status the security of your investments the custody of your investments cyber security csr charity of the year our services and business termsvat refunds fatca crs our history1792 1886 into the 20th century into the 21st century investment services our principal business remains as it was a century and more ago the provision of a traditional high quality service to the discerning private investor . private client servicesdiscretionary investment management advisory investment management advisory dealing services cash management fx margin rates charles stanley direct financial planning services other investment servicesfinancial adviser intermediary services charles stanley pan asset matterley fund management the collectives portfolio service court of protection charities trusts & foundations inheritance tax portfolio service sipps & isas sipps and isas can be a highly efficient way to manage your investments . properly measured and fitted to you they can be a major advantage in your portfolio . pensionsthe charles stanley alpha sipp ebs sipp ebs ssas individual savings accounts isas isas junior isa intermediaries our award winning investment management services tailored to meet the personal requirements of your clients . mm intermediaries col1 our servicesbespoke investment management dfm model portfolio service collectives portfolio service charles stanley pan asset mm intermediaries col2 setting up your accountagency set up online portfolio & account access investor relations our overriding aim is to build charles stanley over the longer term and thereby maximise the return to our shareholders . mm investor relations col 1 latest results financial informationdividend information financial calendar five year summary capital history pillar 3 disclosure report & accountsreport & accounts archive mm investor relations col 2 regulatory newsrns releases corporate governance the board remuneration committee audit committee nomination committee annual general meeting contacts & advisers contact ushead office online enquiry form media enquiries the quality of our service investment services our award winning investment management services tailored to meet the personal requirements of your clients . intermeds mm col1 invest services bespoke investment services dfm model portfolio service the collectives portfolio service intermeds mm col2 invest services platform strategies court of protection charles stanley pan asset fusion members intermeds mm set up and services agency set updirect relationship indirect relationship online portfolio & account access about usour history our people why choose pan asset pan mega one how we invest we take asset allocation decisions to choose whether to be in cash or property equities or government bonds or in a mixture of these . philosophy the case for asset allocationasset allocation principle the case for index trackingetfs overview advantages of etfs global and pacific centricattitude to risk reduce complexity portfolio calculatorspap calculator ppc calculator investment services pan asset concentrates on constructing highly diversified investment strategies actively managed through our dynamic asset allocation process . pandynamic model portfoliosthe pandynamic model portfolios two portfolio approaches services costs & benefits pan asset model portfolios bespoke portfolios pandynamic funds fiduciary services for clients we do not believe one size fits all . it s your needs time horizons and approach to risk that matters . private clientsis this you what we can offer your needs identified benefits for you pension fundstrustee zone consultant zone dynamic asset allocation active or passive charitiesthe trustee s dilemma our approach benchmarks what we can offer family offices insurance companies financial advisers