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Trevor James : The right tools for the job
The Personal Investment Service: Made for you

Trevor James

The right tools for the job

Trevor James have been building flutes and saxophones for 25 years with the simplest of criteria.


Namely, playing the instrument should bring a smile to the musician’s face.


If the musician is a beginner, it means making an instrument that forgives mistakes.


For the intermediate or professional, it’s all about tonal quality and a higher level of performance.


Like Charles Stanley, Trevor James understand that creating the best result for a client requires choosing the right tools for the job.

What We Offer for Your Clients

By recommending Charles Stanley you are putting your professional relationship with your client in the trust of a third party; we appreciate this trust. We can provide your client with the following professional services:

  • a free initial meeting to establish how the relationship will work between your firm, your client and Charles Stanley. We would hope to have annual meetings with the client, depending on your own and their preferences
  • one point of contact within our firm, both for you and the client; this will be the manager looking after your client's portfolio, supported by a team of qualified Investment Managers
  • the establishment of his or her risk profile and investment objectives to include, if required, an investment report
  • the benefit of access to the widest possible choice of investment solutions. Our status in relation to advising on packaged products is 'whole of market'
  • the provision of regular reports on the portfolio, including six-monthly valuations and reviews, as well as end of year tax reports.
Charles Stanley