Working with Financial Advisers

We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.

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Find a suitable investment service for your client

Choose from our wide range of investment solutions to suit your client's investment objective and risk appetite.

Working with Financial Advisers

Discretionary Services

For your clients who have more specific requirements for their investments we have a range of Discretionary Services.

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Working with Financial Advisers

Managed Portfolio Services

For your clients who are looking for high quality active, passive or blended portfolios with a defined level of risk.

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Working with Financial Advisers

Charles Stanley Funds

For your clients who are looking to invest directly through an Open Ended Investment Company (OEIC), seeking seeking a broad-based investment approach with a defined level of risk.

  • Multi-asset funds
  • Monthly High Income
  • Equity
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How we support you

By delegating us to look after your clients’ investments on your behalf, we can make sense of those markets for you and allow you to focus on your client's holistic wealth plan.

You want to delegate investment decisions

We'll ensure independence for clients and mitigate business and regulatory risk. We can help you reduce due diligence, research, monitoring, reporting and trading, freeing up your time to focus on managing your client relationships.

You want high-quality, focused investment management

We look after your clients’ investment portfolios, and make critical investment decisions on your behalf. We can react quickly to situations as they develop to make sure your clients don’t not miss out on appropriate opportunities or are exposed to unnecessary risks.

You are looking for a wide range of solutions

We are able to cater for a wide range of your client's investment needs, offering truly bespoke and specialist portfolios to centrally managed portfolios, enabling us to adapt to your client's evolving demands.

Helping you with the evolving regulatory landscape

We seek to support you with the regulatory challenges by providing you with robust comparison of features, risk, reward and costs and provide you with the reports you require.

Latest insights

Guide to working effectively with investment partners
Explore our latest IFA research with specialist research firm NextWealth, helping your firm navigate Consumer Duty, build efficiencies within the business and improve how you add value to the client relationship.
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Terms of business

How we work with you

You can choose to set up either an indirect or direct relationship with us to manage your clients' investments; you will need to complete the appropriate application form on this page and return this to your local contact.

Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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