Episodes
Thursday May 27, 2021
Charles Stanley full year results overview, May 2021
Thursday May 27, 2021
Thursday May 27, 2021
A short presentation by the management team summarising results, what's been achieved in the period and their objectives going forward.
Paul Abberley, CEO
00:24 – Overview
Ben Money-Coutts, CFO
01:35 – Financial Overview
Paul Abberley, CEO
05:43 – Business Transformation
Ian Sackfield, MD of IMS
06:54 – Investment Management Services
Andrew Meigh, MD of Financial Planning
08:32 – Financial Planning
John Porteous, MD of Central Financial Services
10:05 – Central Financial Services
Paul Abberley, CEO
12:43 – Outlook & Current Trading
Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company's segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax
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