Charles Stanley Join B4 Platinum

Established in 1792, Charles Stanley is one of the UK’s leading wealth management firms, with a rich heritage of delivering high quality client service. Although we are more than 200 years old, we are focused on investing in our future, embracing technology and innovation, and adapting to changes in society to help our clients prosper. Operating from more than 20 branches across the UK we provide bespoke investment portfolios and tailored financial advice at every stage of your financial journey.

Charles Stanley have joined the B4 Platinum community to strengthen their local network and build more relationships with the fantastic organisations that are part of the B4 community.

They are dedicated to building long-term relationships with clients and their advisers, and in contributing to the local community. Working with charities, institutions, professional advisers, and private clients and their families, Charles Stanley have created financial security for many tens of thousands of people throughout its history. 

The Oxford team is passionate about helping the local community better understand and take control of their financial situation and helping them achieve financial wellbeing.

On joining B4, Hannah Brooks commented, ‘Charles Stanley are thrilled to be joining B4’s vibrant and dynamic community! We are looking forward to building connections and sharing expertise with likeminded members and businesses!’

B4’s CEO, Richard Rosser added, “Having Charles Stanley join our growing PLATINUM Membership is a great endorsement of the quality of organisations we have attracted and continue to attract. We look forward to working with Hannah and the Charles Stanley team.”

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