As one of the UK’s leading bespoke investment management and financial planning firms, our holistic approach is designed to help you achieve your financial goals, with tailored solutions that reflect your unique aspirations.
We are committed to helping people achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.
*All stats as at 31 March 2026 unless specified differently.
Raymond James, Charles Stanley and Charles Stanley Direct are trading names of Raymond James Wealth Management Limited.
Raymond James Wealth Management Limited (formerly Charles Stanley & Co. Limited) and Raymond James Investment Services Limited have been brought together to form a single UK business operating under Raymond James Wealth Management. This combined business brings together the experience and expertise of both firms within one UK company and continues their long-standing commitment to providing high quality client service.
As we continue to integrate these businesses, we will share information relevant to the services we provide and your arrangements with us. If you are unsure whether any information applies to you, please contact your wealth manager or our client support team.
