Charles Stanley was awarded the coveted Five-star Award in the Investment Category at the Financial Adviser Service Awards (where thousands of IFAs vote for their favourite providers) emphasising our fast-growing reputation in the sector.
Ways in which Charles Stanley has delivered top service over the last year include providing a clear point of contact with the investment manager who is also responsible for the client relationship. It has demonstrated commitment to the sector by providing educational and informative information and events through 235 articles, and 35 interactive educational seminars (with CPD) and events around the country.
Charles Stanley has expanded its specialist Intermediaries support team and network, including hiring two experienced specialists to help distribute its Model Portfolio Service and develop and manage its relationships with National accounts and IFA Networks respectively. It now covers the entire UK having opened three new branches in Belfast, Aberdeen and Glasgow over the last year.
According to John Porteous, Head of Distribution at Charles Stanley:
“We have been working hard over the last year to enhance how we work with advisers. Our exceptional client satisfaction scores provide advisers with the reassurance that we deliver an exemplary service to their clients. In an ever-evolving regulatory landscape, we are constantly looking at ways to add value by helping advisers to mitigate business and regulatory risk. We save advisers a considerable amount of time by taking on the burden of risk and compliance, administration and investment management services.”
Our exceptional client satisfaction scores provide advisers with the reassurance that we deliver an exemplary service to their clients. In an ever-evolving regulatory landscape
John Porteous, Head of Distribution
Nothing on this website should be construed as personal advice based on your circumstances. No news or research item is a personal recommendation to deal.