Charles Stanley
About Charles Stanley
Charles Stanley is a company based in London (United Kingdom) founded in 1972, and was acquired by Raymond James Latin America S.A., Research Division in July 2021. It operates as a wealth management and investment services are provided to clients. Charles Stanley has completed 2 acquisitions, including EBS Pensions and Myddleton Croft. Its website charles-stanley.co.uk draws about 81 thousand monthly visits. Charles Stanley offers products and services including Investment Services and Financial Planning. Its legal entity is Raymond James Wealth Management Limited.
Company details
Founded in 1972 and headquartered in London, United Kingdom, Charles Stanley operates in the financial services sector. Wealth management and investment options are offered, including professionally managed portfolios, bespoke investment solutions, and personal portfolio services. Holistic financial planning and tailored plans are provided, alongside savings products such as ISAs and SIPPs. Financial coaching is available, with tools and resources supplied to support client decision-making throughout their financial journey.
- Headquarters London, United Kingdom
- Stage Acquired
- Website category Finance · Financial Planning and Management
- Email••••••••
- Website charles-stanley.co.uk
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Raymond James Latin America S.A., Research Division (Jul 2021)
- Legal Name Raymond James Wealth Management Limited
- Investors
- Investments & AcquisitionsEBS Pensions
& 1 more
- Acquired by
Products & Services of Charles Stanley
Charles Stanley offers a comprehensive portfolio of products and services, including Investment Services and Financial Planning.
Services for managing investments through professionally handled portfolios and advisory options are delivered to support financial security
Planning services that include holistic financial strategies and tools for retirement and inheritance are provided to aid in creating secure futures
Apps and channels of Charles Stanley
its YouTube channel Charles Stanley has 604 subscribers and 30 videos.
Videos from Charles Stanley
The most watched videos on Charles Stanley's YouTube channel, Charles Stanley (604 subscribers). Click a video to play it here.
More on Charles Stanley.
Investors in Charles Stanley
Charles Stanley has secured backing from 1 investor. Prominent investors backing the company include Raymond James Latin America S.A., Research Division.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | raymondjames.com.ar | - |
Investor details for Charles Stanley
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of Charles Stanley
318 people are tracked at Charles Stanley (66 in leadership, 8 in board & advisors, 244 in team).
| Name | Role | Group |
|---|---|---|
Rebecca Stein | Head Of Tailored Discretionary Management | Leadership |
Cliadhna Law | Private Client Business Development Director | Leadership |
Con Lepore | Head Of ICT Service Delivery & Digital Operations | Leadership |
Michael Bennett | Chief Operating Officer | Leadership |
Paul Searby | Head Of Digital Platform | Leadership |
Sophia M. | Personal Assistant To Chief Operations Officer | Leadership |
Ben Money-Coutts | Chief Financial Officer | Leadership |
Chartered Fcsi Clive Worlock | Director Of Private Clients | Leadership |
Robert Clarke | Director Of Private Clients | Leadership |
David Pederson | Managing Director Investment Management Services | Leadership |
Patrick Farrell | Chief Investment Officer | Leadership |
Gary Quick | Director Of Financial Planning | Leadership |
Annika Jivan | Risk Business Partner | Leadership |
Arthur Castle | Head Of Equity Research | Leadership |
Cert Cii Matthew Manders Dippfs (MP) | Director Of Financial Planning | Leadership |
Harry Bell Cfp™ Chartered Fcsi | Director Of Financial Planning | Leadership |
Sebastian Moore | Head Of Finance Strategic Initiatives | Leadership |
Christopher Stothard | Director Of Financial Planning | Leadership |
Lisa Caplan | Director Onestep Financial Planning | Leadership |
Paul Barratt | Senior Director Of Financial Planning | Leadership |
298 more people are available in the full profile.
Complete people profiles for Charles Stanley
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Charles Stanley
Charles Stanley has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include EBS Pensions and Myddleton Croft.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment portfolios are managed for clients in various sectors. | myddletoncroft.co.uk | Leeds, United Kingdom | 2006 | Aug 2019 | •••• | |
Pension planning services are provided to clients in the UK. | ebsmanagement.co.uk | London, United Kingdom | 1970 | Apr 2017 | $5.14M |
Complete acquisition details for Charles Stanley
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- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of Charles Stanley
5 dated milestones of Charles Stanley across 49 years, from founding to its latest funding, stage changes and deals.
- Founded Charles Stanley is founded.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires EBS Pensions.
- Acquisition Acquires Myddleton Croft.
- Exit Acquired by Raymond James Latin America S.A., Research Division.
Web traffic of Charles Stanley
The website of Charles Stanley (charles-stanley.co.uk) receives about 81.3K visits a month and ranks #540,662 among all websites worldwide, #6,445 in Financial Planning and Management.
- Monthly visits81.3K
▲ 30.6% vs previous month
- Unique visitors30.7K
per month
- Global rank#540,662
among all websites
- Category rank#6,445
Finance · Financial Planning and Management
- Bounce rate47%
- Pages per visit2.2
- Average visit1 min 10 sec
- DevicesDesktop 39% · Mobile 61%
Websites whose visitors overlap most with Charles Stanley. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| charles-stanley-direct.co.uk | 100% | – | – | View details | |
| hl.co.uk | 67% | 6.9M | #7,103 | View details | |
| brewin.co.uk | 64% | 43.9K | #719,219 | View details | |
| quiltercheviot.com | 60% | 61.9K | #474,265 | View details | |
| bestinvest.co.uk | 59% | 55.5K | #589,458 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Charles Stanley
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Charles Stanley
Charles Stanley was founded in 1972.
Charles Stanley is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Founded in 1972 and headquartered in London, United Kingdom, Charles Stanley operates in the financial services sector. Wealth management and investment options are offered, including professionally managed portfolios, bespoke investment solutions, and personal portfolio services. Holistic financial planning and tailored plans are provided, alongside savings products such as ISAs and SIPPs. Financial coaching is available, with tools and resources supplied to support client decision-making throughout their financial journey.
Charles Stanley offers Investment Services and Financial Planning.
Charles Stanley has made 2 acquisitions, including EBS Pensions, and Myddleton Croft.
Charles Stanley has 1 investor. Key investors include Raymond James Latin America S.A., Research Division.
Charles Stanley operates through Raymond James Wealth Management Limited.
Yes. Charles Stanley was acquired by Raymond James Latin America S.A., Research Division in July 2021.