Secure your financial future

Your local Southampton Investment Managers

Build a trusted, personal relationship between you and your local Investment Manager - so we can support you to create a more secure financial future.

Request a call back Meet the team

Our Southampton team offers

We support a wide range of clients with investment management services in Southampton.

Bespoke Investment Service

I would like a professional to manage my investments for me

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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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.

  • Helping you free up your time to focus on your client by letting us take care of your clients investment portfolios.
  • We cater for a wide range of investment needs, offering truly bespoke to centrally managed portfolios.
  • Supporting you with the evolving regulatory challenges and any risks or opportunities that arise.
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Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

  • Matching you with the right advisers to build the most appropriate team around your client.
  • We’ll shape and manage a bespoke financial plan and investment portfolio for your client, giving them financial peace of mind.
  • Helping you stay informed with market commentary, personal finance guidance and thought leadership on key financial matters.
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Speak with your Financial Planner & Investment Manager

01202 882820

Monday - Friday (9am - 5pm)

Latest insights

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Autumn Budget review: Charles Stanley client update
By Charles Stanley
31 Oct 2024 | 19 min read
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Charles Stanley’s Harry Bell and Freddy Barker recognised as PAM NextGen Leaders
By Charles Stanley
14 May 2024 | 2 min read
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Charles Stanley wins 'Best SIPP Provider' at 2024 COLWMA awards
By Charles Stanley
13 May 2024 | 1 min read
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Celebrating National Apprenticeship Week
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About the Southampton team

Established in 2002, our team of Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Where to find us

We are always happy to welcome you to the Southampton office.

Vadatech House,
Hounsdown Business Park,
Bulls Copse Road
Southampton
SO40 9LR
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Southampton.

01202 882820 (Open Mon-Fri, 9am-5pm)

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