Charles Stanley Company Profile, Contacts & Intelligence

Investment ManagementStreet, Somerset, United Kingdom905 employees
4 contacts with email or phone data4 with email data
View verified contacts Compare competitors
Employees
905
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
10
Mapped contact coverage

Charles Stanley Overview

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 £46.8bn (as at 30 June 2025). Our US parent company, Raymond James Financial, was established in 1962 and is a is a leading diversified financial services company. It has $1.64tn (as at 30 June 2025) assets under administration and supports approx. 8,800 wealth managers.

Headquarters
Street, Somerset, United Kingdom
Website
charles-stanley.co.uk
Industry
Investment Management
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Discretionary & Advisory Portfolio Management Execution-Only Share Dealing ISAs & SIPPs Corporate & Employee Wealth Management Financial Planning Fund Management Specialist Awards & Damages Services Online Execution-Only (www.cs-d.co.uk) Fiduciary Management Model Portfolios Fund Management

Charles Stanley Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data in the visible sample.
10 departments represented
Visible contacts with email or phone data are mapped to these departments.
31 company-domain emails
Visible contacts using Charles Stanley's company email domain.
Executive
9
Marketing
6
General
5
IT
4
Sales
4
Finance
4

Charles Stanley People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Clive Worlock, Chartered Fcsi
E
R
Ray Parsons
E
S
Simon Davis
E
M
Mark Merten-Jones Chartered Fcsi
E

Charles Stanley Workforce Composition

Seniority breakdown across 79 visible profiles.

Individual contributor
29
Manager
26
Director
9
Associate / junior
6
Senior / Lead
5
Executive
2
VP / Head
2

Charles Stanley Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
7
Engineering
2

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