Charles Stanley & Co. Limited

The Charles Stanley Exeter office has an enthusiastic team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike. We offer a comprehensive service to private clients, trusts and charities, 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, managing ISAs and SIPPs and many ancillary activities. We work closely with many financial advisers and their clients in the region as well as solicitors and accountancy firms.

About Us

At Charles Stanley we take on your financial goals as our own, applying technology and deep market insight founded on genuine personal relationships. Our focus on clients has endured since the foundation of Charles Stanley in 1792 and we have created financial security for many tens of thousands of people.   The Exeter branch of Charles Stanley has been established for over 12 years, providing our clients with a locally based, personal and professional Investment Management service. We look forward to welcoming you to the Charles Stanley Exeter office. The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to the future. Charles Stanley & Co. Limited is authorised and regulated by the Financial

Services

1. Wealth Management
2. Inheritance Tax Portfolio Service
3. Stocks & Shares ISAs, Junior ISAs & Self Invested Personal Pension (SIPPs)
4. Court of Protection & Personal Injury Awards
5. Personal Portfolio Service
6. Charities & Charitable Trusts
7. Financial Planning Services

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  • Charles Stanley & Co. Limited

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Charles Stanley & Co. Limited

Tel: 01392 453600

Email: paul.russell@charles-stanley.co.uk

Website: https://www.charles-stanley.co.uk/exeter-office

Address:
Broadwalk House, Southernhay West, Exeter, EX1 1TS

Opening Hours:
8:00am – 5:30pm

Find Us:
50.723841, -3.526733

The Charles Stanley Exeter office has an enthusiastic team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike. We offer a comprehensive service to private clients, trusts and charities, 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, managing ISAs and SIPPs and many ancillary activities. We work closely with many financial advisers and their clients in the region as well as solicitors and accountancy firms.

At Charles Stanley we take on your financial goals as our own, applying technology and deep market insight founded on genuine personal relationships. Our focus on clients has endured since the foundation of Charles Stanley in 1792 and we have created financial security for many tens of thousands of people.

 

The Exeter branch of Charles Stanley has been established for over 12 years, providing our clients with a locally based, personal and professional Investment Management service. We look forward to welcoming you to the Charles Stanley Exeter office.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to the future.

Charles Stanley & Co. Limited is authorised and regulated by the Financial

1. Wealth Management
2. Inheritance Tax Portfolio Service
3. Stocks & Shares ISAs, Junior ISAs & Self Invested Personal Pension (SIPPs)
4. Court of Protection & Personal Injury Awards
5. Personal Portfolio Service
6. Charities & Charitable Trusts
7. Financial Planning Services

01392 453600
Broadwalk House, Southernhay West, Exeter, EX1 1TS
50.723841, -3.526733
8:00am – 5:30pm
Charles Stanley