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Stevenson Brothers
Always made to measure
Stevenson Brothers specialise in making and restoring the finest rocking horses in the world.
Their work shows an extraordinary level of attention to detail. So much so, that recently they were asked by the Queen to make a rocking horse in the form of one of her favourite horses, Tinkerbell.
For them, like us, it’s all about the individual. No two people have the same requirements. That’s why our investments are always made to measure.
What We Offer for Intermediaries
To help you deliver enhanced services to your clients, we can provide you with:
- a flexible choice of how the relationship will work between your firm, your client and Charles Stanley
- one convenient point of contact within our firm
- a comprehensive service range for your clients, from full investment management through to execution-only share dealing services, together with tax-efficient investment solutions such as ISAs, SIPPs and IHT portfolios
- high quality administration of portfolios and investments, including probate valuations
- fee sharing on an ongoing basis for business introduced by professional advisers
- online access to your client portfolios, so you can easily keep track of client activities and the performance of their investments. This information is available to download, enabling you to link it to your own systems
- regular newsletters, technical bulletins and research publications, covering UK and global economic and financial news, to help you stay abreast of the latest developments in financial markets.