We’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 2 million clients.
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).
Gilson Gray Financial Management provides bespoke wealth management advice to clients across Scotland and the UK. Our primary office is located in Edinburgh, and this is complemented by a further four offices in Glasgow, Aberdeen, Dundee, and North Berwick.
As a leading wealth management firm, we manage wealth for private clients, families and businesses. We combine the institutional strength of the St. James’s Place Wealth Management Group with a highly personal service to deliver exceptional client outcomes.
We have worked with hundreds of individuals, families and businesses, they all come from different backgrounds and wealth creation stories. Our aim is to safeguard and maximise your wealth through our personal service, diversified approach and continuous contact. In an age of predominantly digital communication, we still like the old fashioned approach of getting to know you personally. This allows us to fully understand your financial and lifestyle goals, thus ensuring we tailor our bespoke investment application to your needs.
We pride ourselves on being highly effective wealth managers with an in-depth knowledge and understanding of the issues you may face on your financial journey. We provide a wide range of services whether you are looking to grow or preserve your wealth. We know that this can only be achieved through effective product selection and a consistent client service.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
Gilson Gray Financial Management Ltd is an Appointed Representative of St. James' Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 14/10/2025
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