Advisory Management

Advisory Investment Management

The Charles Stanley Advisory Investment Management service offers the same level of investment management and administration as our Discretionary Service with the exception being that you make the final decision on the individual purchases and sales.

Both these services bring you comprehensive and continuous portfolio management, as well as a range of other facilities. In either case we will discuss your investment objectives and requirements with you in advance, and formulate guidelines for your agreement.

Our investment decisions or recommendations are then made within these guidelines which are reviewed periodically. If you choose to have your investments managed you can nominate your own Investment Manager within the company or alternatively, if you do not have an existing contact, we will allocate a suitable Investment Manager, supported by a small dedicated team, to look after your account.

Occasionally, clients like to maintain particular shareholdings which do not necessarily fit into the agreed pattern of the portfolio. This is respected, of course, and we seek to build the rest of the portfolio to take this into account.

Your Investment Manager is available to discuss particular investment ideas that you may have, and to give suitable recommendations. The investment management services provide you with regular portfolio valuations. 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.

Our Advisory Investment Management Services are subject to competitive charges which include administration, such as our nominee account, dividend collection and online access to view your portfolio.