An enduring commitment.
For more than 200 years we’ve been helping people like you achieve their financial goals.
How can we help you
How can we help you?
Select what best describes you from the options below:
Individual
Individual
Whether you’d like us to manage your investments today, or help you devise a plan for a more secure financial future, we can help.
What are your priorities?
I'm interested in both investment management and financial planning
How much are you looking to invest?
I am looking to invest more than £200k
How would you like to manage your investments?
Wealth Management Service
Bringing together investment management and financial planning to provide you with a robust and personalised strategy for achieving your financial objectives.
I am looking to invest less than £200k
How would you like to manage your investments?
Trading investments over the phone
With our Telephone Execution-only service, you make all investment decisions and our experienced team of dealers execute them.
Trading investments online
With Charles Stanley Direct, you make all investment decisions and execute them via our online platform.
Personal Portfolio Service
Invest your money in a ready-made investment fund and access ongoing updates and advice through our dedicated PPS advice desk.
I would like to invest my money
How much are you looking to invest?
I am looking to invest more than £200k
How would you like to manage your investments?
I would like a professional to manage my investments
Select a service for more information
I would like a personalised investment proposition
Managing investments for you
With our Discretionary Managed service, your investment manager will manage your money in an investment portfolio tailored to meet your individual requirements.
I would like a centralised investment proposition
Ready-made investment portfolios
A range of ten Multi-Asset portfolios built and managed by a team of analysts and portfolio managers using a central investment process.
I would like to take an active role in managing my investments
Select a service for more information
We recommend investments – you decide
With our Advisory Managed service, your investment manager will provide personalised and proactive advice, but the final decision to act lies with you. Suitable for more experienced investors.
I would like to manage my own investments
Select a service for more information
Trading investments over the phone
With our Telephone Execution-only service, you make all investment decisions and our experienced team of dealers execute them.
Trading investments online
With Charles Stanley Direct, you make all investment decisions and execute them via our online platform.
Investing with help and guidance
At Charles Stanley Investment Choices we provide the support that gives clients the confidence to make their own investment decisions.
I am looking to invest less than £200k
How would you like to manage your investments?
Trading investments over the phone
With our Telephone Execution-only service, you make all investment decisions and our experienced team of dealers execute them.
Trading Investments online
With Charles Stanley Direct, you make all the investment decisions and execute them via our online platform.
Personal Portfolio Service
Invest your money in a ready-made investment fund and access ongoing updates and advice through our dedicated PPS advice desk.
Investing with help and guidance
At Charles Stanley Investment Choices we provide the support that gives clients the confidence to make their own investment decisions.
I would like financial planning advice
Select from our range of Planning services
Plan your financial future
A specialist financial planner will review your financial affairs on a one-off or ongoing basis.
Charity or Trust
Charities and Trusts
We focus on helping you, the trustees, take control and meet your financial objectives.
Professional Adviser
Financial Adviser
We provide the discretionary investment support you need to be able to focus on what you do best: managing client relationships.
What are your priorities?
Discretionary Investment services
Select a service for more information.
Discretionary Managed Service
Your investment manager will make investment decisions on your client's behalf, building and managing on individualised portfolio to suit their unique requirements.
Multi-Asset Portfolios
A range of diversified portfolios designed to achieve specific investment objectives within a defined level of risk.
Court of Protection
Your specific investment manager will make investment decisions on your behalf, to help ensure on award can meet your client's requirements for the long-term.
Investment Funds
Select a service for more information
MI Charles Stanley Monthly High Income Fund
A multi-asset fund that aims to generate a higher, regular income with some potential for capital growth.
Model Portfolio services
Select a service for more information
Multi-Manager portfolios
A risk-profiled range of total return and income portfolios invested in a wide variety of market-leading funds selected by our in-house research team.
Dynamic Passive portfolios
Total return portfolios combining hands-on, active asset allocation with a selection of the most effecient, low-cost passive funds.
Inheritance Tax Investment services
Select a service for more information
Inheritance Tax Portfolio service
Helping to minimise inheritance Tax and preserve your client's wealth for future generations.
Institution
Fiduciary Management service
We will define and implement a bespoke strategy to meet your scheme’s unique objectives.
Latest news & opinion
Reckitt Benckiser warns again
After a subdued third quarter, Reckitt Benckiser has once again cut its full-year revenue forecast as it grapples with internal issues and soft market conditions. But longer-term prospects seem sound.
Is inheritance tax optional?
Tim Venner, Charles Stanley Financial Planning Business Development Manager, takes a look at the rules surrounding inheritance tax.
Easy times in the Eurozone?
John Redwood, Charles Stanley’s Chief Global Strategist, shares his thoughts on the economic progress of the Eurozone and the central bank’s outlook.
Get in touch
We're always happy to help
Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS
26.7 (0.36)
