Financial Adviser

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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