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Advisory Dealing Services

Non-Managed Services

Advisory Dealing Services

Some clients prefer not only to make their own investment decisions, with our advice, but to do so on a stock by stock basis, rather than within the context of a comprehensively managed portfolio.

MADE FOR YOU

This service is designed for investors who intend to take an active interest in the markets and prefer not only to make their own investment decisions, with our advice, but to do so on a stock by stock basis, rather than within the context of a comprehensively managed portfolio.

WHY CHOOSE ADVISORY DEALING?

Our advisory dealing service offers you recommendations on individual investments, as and when you wish to receive them. This arrangement differs from our investment management service, however, in that your portfolio is not being managed. We consider only the suitability of the investment in the light of your objectives, requirements and existing investments at the time of giving the advice. We do not provide ongoing management of your portfolio, and responsibility for its continuing suitability remains with you.

This service is provided by your own Charles Stanley Investment Manager, supported by a small, dedicated team. The relationship and confidence you have in your Investment Manager ensures that this is not an impersonal service.

In contrast to our Discretionary and Advisory Managed services, the arrangements for holding your securities, handling the paperwork, providing valuations, online access to your portfolio, financial planning and tax guidance, our monthly newsletter and so on, are charged separately. You can choose your own menu of administration facilities, which are individually priced. Alternatively, in certain circumstances your Investment Manager may feel that a regular administration charge would be more appropriate for you, covering a bundled selection of relevant administration facilities. We aim to combine our service and administration facilities to meet your needs. To achieve this, your broker will be pleased to discuss your requirements with you.

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    Recommendations on individual investments, as and when you wish to receive them.

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    Choose your own menu of administration facilities, which are individually priced.

  • 3

    Online access to view your portfolio (if held in nominees or CREST Personal Membership)

  • 4

    Stockmarket Bulletin - our regular newsletter for clients, on request.

  • 5

    Contract notes, statements and valuations available in a choice of email or hard copy format

020 7149 6437

MAKE AN ENQUIRY

For more details about our Advisory Dealing Services:

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CONTACT YOUR LOCAL OFFICE

Your local Charles office can help advise you on advisory dealing services:

More choices

If you feel Advisory Dealing is not for you, explore our other investment services:

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