• Skip to main content
  • Skip to primary sidebar

Our Life Plan

Compare Retirement Savings & Investment Options

Charles Stanley ISAs

Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange with its origins dating back to a banking partnership established in Sheffield in January 1792. Today, it is one of the UK’s leading wealth management firms providing a range of financial planning and investment management services to national charities, trusts, financial advisers and professional institutes.

Stocks and Shares ISA

With Charles Stanley’s Stocks and Shares ISA you can invest up to £20,000 this year and pay no Income or Capital Gains Tax on returns. This has the potential for higher returns than a Cash ISA over the long term. The ISA is flexible, so you can replace any cash withdrawals during the same tax year without counting towards your annual ISA allowance.

To qualify you must be a UK resident aged 18 or over. You can invest from £50 per month: either choose and manage your own fund to invest in, or utilise Charles Stanley’s specialists who will make investment decision on your behalf.

Junior ISAs

With Charles Stanley’s Junior ISA you can contribution up to the annual limit of £9,000 and pay no Income or Capital Gains Tax on returns. Children under 18 who are UK residents are eligible and it is easy to set up and transfer an existing Junior ISAs or Child Trust Funds. You can choose to manage your own funds or have the investment decisions made for you. The online client portal is easy to access 24/7.

Other Services

As well as ISAs, Charles Stanley offer a range of financial planning and investment management services such as SIPPs, tax portfolio services and wealth management.

Charles Stanley Reviews and Ratings

There are very few online reviews for Charles Stanley. In the main, customers are satisfied with the company’s funds platform and helpful staff, but some have expressed disappointment in the availability of their Android App.

Trustpilot – 3.0/5 (based on 8 reviews)

Pros

  • Established in 1792, one of the oldest firms on the London Stock Exchange
  • Direct communication with your investment manager – not a separate relationship manager
  • Online client portal gives 24/7 access
  • Manage your own investment funds or allow the company’s investment specialists to make the decisions for you
  • Bespoke discretionary managed service
  • Withdraw your money at any time
  • Straightforward to setup, transfer in existing ISAs
  • A clear, easy to understand website
  • Fast east online setup
  • Good customer reviews
  • A fast process on a stable funds platform

Cons

  • Investment ISAs only
  • Cash ISAs or Lifetime ISAs or other ISA products not offered
  • Limited product detail and information on website
  • Minimum investment £50 per month is required
  • Only for UK residents aged 18 or over

Website: Charles Stanley

Primary Sidebar

Top 138 ISA Providers Comparison

Top 50 SIPP Providers UK Comparison

Top 62 Stocks & Shares ISA Provider Comparison

Top 54 Cash ISA Providers Comparison

Top 56 Junior ISA Providers Comparison

Top 27 Innovative Finance ISA Providers

  • Life Insurance
  • Equity Release
  • Funeral Plans
  • ISAs
  • Wills
  • Research

Blog · Contact · About Us · Privacy Policy · Terms of Use
Copyright © 2025 OurLifePlan.co.uk
Disclaimer: OurLifePlan.co.uk is a retirement and end of life information website only. We are not an insurer, financial planer, financial advisor, broker and/or other financial institution and as such we are not authorised or regulated by the FCA to offer financial advice. We can't recommend any of the products and/or services featured on the site. We strongly urge you to seek independent professional advice before buying any financial product and/or service. Companies are ranked in no particular order and higher ranking does not imply one company is better than another. We do our best to make it clear when information was published and try to keep it up to date and correct. However, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, prices, products and/or services. You use this website at your own risk and we accept no liability for any loss suffered. We work with FCA authorised and regulated firms who may pay us a commission for referring you to them but this has no impact on our content and helps keep this website free to use and will be fully disclosed. OurLifePlan.co.uk is the trading name of Brilliant British Ltd (Company number 10490224)