Charles Stanley Bournemouth
Wealth management and Holistic financial planning, in Bournemouth town centre
2 Westover Road, Bournemouth, BH1 2BY
Charles Stanley is a wealth manager offering financial planning, investment management and account options, including a bespoke investment service, a personal portfolio service, an advisory investment service, an online investing platform, stocks and shares ISAs, a junior ISA, a self invested personal pension, investment accounts and cash savings, along with financial coaching. It is a trading name of Raymond James and describes itself as one of the UK's leading wealth managers with a heritage of over 200 years.
What they offer
- Wealth management
- Holistic financial planning
- Bespoke Investment Service
- Personal Portfolio Service
- Advisory Investment Service
- Online investing platform
- Financial coaching
- Stocks & Shares ISA
- Junior Stocks & Shares ISA
- Self Invested Personal Pension
- Investment Account
- Cash savings
Where to find them
2 Westover Road, Bournemouth, BH1 2BY
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