Charles Stanley Exeter - Exeter
Address: Broadwalk House, Southernhay W, Exeter EX1 1ST, United Kingdom.
Phone: 1392453600.
Website: charles-stanley.co.uk
Specialties: Investment service, Financial planner, Investment bank, Investment company.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Charles Stanley Exeter
⏰ Open Hours of Charles Stanley Exeter
- Monday: 8 am–5:30 pm
- Tuesday: 8 am–5:30 pm
- Wednesday: 8 am–5:30 pm
- Thursday: 8 am–5:30 pm
- Friday: 8 am–5:30 pm
- Saturday: Closed
- Sunday: Closed
Charles Stanley Exeter: A Comprehensive Overview
For individuals and families seeking reliable investment services and comprehensive financial planning, Charles Stanley Exeter stands as a respected and established firm. Located in the heart of Exeter, at Broadwalk House, Southernhay W, Exeter EX1 1ST, United Kingdom, Charles Stanley Exeter offers a suite of services designed to meet diverse financial needs. The firmâs telephone number is 1392453600, and their website provides detailed information: charles-stanley.co.uk. This document will delve into the firmâs specialties, location details, and pertinent information for prospective clients.
Specialties offered by Charles Stanley Exeter encompass a broad spectrum of financial expertise. Primarily, they are a leading investment service provider, assisting clients with portfolio management, asset allocation, and strategic investment decisions. As a recognized financial planner, they work closely with clients to understand their short-term and long-term financial goals, developing personalized plans to achieve them. Furthermore, Charles Stanley Exeter operates as an investment bank, facilitating transactions for clients involved in corporate finance and mergers and acquisitions. Finally, they function as an investment company, managing a diverse range of investment products and strategies for their clients. This multifaceted approach allows them to cater to clients with varying levels of investment sophistication and specific financial objectives.
Location and Accessibility: The Exeter branch is strategically situated at Broadwalk House, a prominent address in Southernhay West. This location offers convenient access to the cityâs business district and surrounding areas. Notably, Charles Stanley Exeter prioritizes accessibility for all clients. They provide a wheelchair-accessible car park, ensuring ease of arrival for those requiring such facilities. Additionally, a wheelchair-accessible entrance is available, demonstrating their commitment to inclusivity and accommodating individuals with mobility challenges. The firmâs physical presence underscores their dedication to providing a welcoming and accessible environment for all clients.
Key Features and Services:
- Investment Management: Tailored portfolio construction and ongoing management based on individual risk tolerance and financial goals.
- Financial Planning: Comprehensive planning encompassing retirement planning, inheritance tax planning, and estate planning.
- Corporate Access: Access to corporate bond markets and other alternative investment opportunities.
- Securities Trading: Efficient and secure execution of buy and sell orders for a wide range of securities.
- Advisory Services: Personalized advice and guidance from experienced financial professionals.
Client Feedback and Reputation: Currently, Charles Stanley Exeter has 0 reviews on Google My Business, indicating a nascent stage in public online feedback. The average opinion, consequently, stands at 0/5. While this lack of reviews is understandable during an early phase of online engagement, it does not inherently diminish the firmâs established reputation within the financial industry. The firmâs longevity and the trust it has cultivated among its clients over many years speak volumes about its commitment to professionalism and responsible financial stewardship. It is anticipated that as more clients share their experiences, the firmâs online reputation will flourish and reflect the quality of service it consistently delivers.
Information for Prospective Clients:
- Contact Details: Phone: 1392453600
- Address: Broadwalk House, Southernhay W, Exeter EX1 1ST, United Kingdom
- Website: charles-stanley.co.uk
- Services Offered: Investment Management, Financial Planning, Investment Banking, Investment Company Services
- Accessibility: Wheelchair-Accessible Car Park, Wheelchair-Accessible Entrance
In conclusion, Charles Stanley Exeter presents a compelling option for individuals and businesses seeking experienced and comprehensive financial solutions. Their established investment expertise, coupled with a commitment to accessibility and client service, positions them as a valuable resource in the Exeter financial landscape. Further research on the firmâs website and direct contact are strongly recommended to determine if their services align with specific needs and objectives. The firm's focus on building long-term relationships and providing sound investment advice underscores its dedication to client success.