Charles Stanley & Co. Limited Information

Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Our focus on clients has endured since the foundation of Charles Stanley in 1792. Working with individuals, charities, institutions, and professional advisers, we have created financial security for many tens of thousands of people. With a network of over 20 offices across the UK, we place great importance on providing our clients with the highest standard of service. About Raymond James Wealth Management Raymond James Wealth Management comprises Raymond James and Charles Stanley. Assets under management and administration (AUMA) of the combined UK wealth management group stand at £50.7bn (as at 31 December 2025). Our US parent company, Raymond James Financial, was established in 1962 and is a leading diversified financial services company. It has $1.77tn in assets under administration (as at 31 December 2025) and supports approximately 8,900 wealth managers (as at 30 September 2025).