The personal investment service

General enquiries: 020 7739 8200  /  Become a client: 020 7149 6437  /  Media site

the highest professional standards, helping you strengthen your own client relationships

the highest professional standards, helping you strengthen your own client relationships

A Flexible, Personal Working Relationship

Establishing a good working relationship with the client is something we do all the time and we appreciate that it is a slow and delicate process.

Should you decide to involve Charles Stanley in your client relationship, you can be assured that we will act only in accordance with the highest professional standards, helping you strengthen your own client relationships.

Our flexibility enables you to choose the way that best suits your own methods of working, your investment philosophy and the services you seek to offer your clients. We provide a number of different ways in which we can work together with you and your clients.

Of course, our flexible approach means you can work with us in one way with one client and a different way with a different client. Or you can use any combination of the following approaches, to create the exact service you or your clients require.

 

Introductions
If you have a client requiring investment advice or other services outside your remit and you prefer for them to have a direct relationship with our firm, we will be happy for you to make an introduction.

Informed
Where you wish to introduce clients to us but would prefer to be kept fully informed of our actions, in relation to any aspects of client investments that we are managing, we will establish our own direct working relationship with your client and you can be copied in on all correspondence with the client.

Supported
Where all you require is access to expertise, in areas that may not be your own speciality, we can provide you with well-informed advice and take practical action on your behalf. We would not form a direct relationship with your client and although we would execute client transactions in accordance with your instructions, you and your client make the ultimate decisions and retain responsibility for the suitability of client investments. All correspondence will be sent directly to you.