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MAKE A FINANCIAL CONVERSION When William Webb Ellis first picked up the ball and ran with it at Rugby School in 1823, he created a game that
requires passion, commitment, attention to detail and teamwork. Charles Stanley can trace its origins back to
a banking partnership in 1792 before formally joining the Stock Exchange in 1852. Today the parallel between
the sport of rugby and meeting the investment requirements of our clients has never been closer. At Charles
Stanley we strive to deliver outstanding service to all of our clients and currently we have some �10 billion
under management and administration (as at 30 Sept 2008) across a broad spectrum of stockbroking, financial
services and wealth management. Our Private Client Division is dedicated to offering a personal investment
service including: discretionary and advisory portfolio management, financial planning, SIPPs, ISAs, pensions,
execution-only products and custody services. From the moment you contact Charles Stanley you will be greeted by a level of professionalism that we pride our service offerings on. We do not employ relationship managers; instead our qualified investment managers take the time to get to know you personally and your own financial profile. From this, we tailor a portfolio around you by scrumming down to really understand your requirements before picking up the ball and running with it. The passion and commitment that we show you across our nationwide network of 32 offices is both focussed and supportive and it’s our integrity that has steered Charles Stanley through over 200 years of dealing in the world’s financial markets. For more information on Charles Stanley
please see our website: 020 7149 6437 Member of the London Stock Exchange since 1852. Authorised and regulated by the Financial Services Authority. |