General enquiries: 020 7739
Welcome to Private Client Services
Charles Stanley offers a comprehensive service to Private Clients: advising on, managing, buying and selling stocks, shares, unit trusts and a wide range of other financial instruments. We also provide extensive services in administering clients' investments and cash, in financial planning, managing ISAs and many ancillary activities.
The level of service you choose will be determined by how actively involved you want to be in the management of your investments and how confident you are with monitoring the balance of risk and reward yourself. To agree which service best suits your needs, our Investment Managers, Stockbrokers and Financial Planning Consultants will be pleased to talk to you.
You might prefer to leave all the investment management to us, within mutually agreed guidelines. We handle all the paperwork and cash management, and provide you with comprehensive reports. You would have nothing to do apart from agreeing your investment policy with us from time to time. This is described as our Discretionary Investment Management service.
Or you might prefer us to offer the same level of investment management and administration, except with you making the final decision on the individual purchases and sales. This is called our Advisory Investment Management service.
In addition to our Discretionary and Advisory Management services, we can also offer a range of Advisory and Execution-Only Dealing services, Financial Planning, Fund Management and Collectives services. For full details, please use the navigation tool (see right) or call us for more details.
You can view your portfolio at any time on the internet, by way of a confidential password that we supply to you, upon request. Additional benefits include access to our financial planning staff, guidance on tax planning, our monthly newsletter, and use of either our nominee services or CREST Personal Membership.
We would like you to become our client.....
Our investment management services are subject to a competitive management fee which includes the administration, such as use of our nominee account, dividend collection and online access to view your portfolio. Further details of the full-range of Charles Stanley's Private Client Services can be found above.
Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.