Above page content - intermediaries

For Professional Intermediaries   / Email:  intermediarysalesteam@charles-stanley.co.uk  /  Cookie policy

Our RDR Status


Our RDR Status

Charles Stanley & Co. Limited offers clients a wide range of different financial services to suit their needs. We provide a comprehensive service - advising on, managing and buying and selling stocks, shares, unit trusts, gilts, corporate bonds and a wide range of other financial instruments.

These services do not extend automatically to advice or management in relation to clients' overall financial planning arrangements, or to any individual aspect of their financial requirements other than stockmarket and stockmarket based investments. Our advisery investment services are therefore classed as 'restricted', since they are designed specifically for investors seeking specialist expertise and advice on investments and investment portfolios. As an independently-owned firm, we are not tied to any products or providers.

Retail Distribution Review: Independent and restricted advice (see paragraphs 5.16 to 5.21)