Above page content

    Site map  Cookie policy

Advisory Dealing

Managing your own investments with our advice

Take control of your portfolio with expert support.  For those who are experienced in investing. 

  • You take full control of your investments.
  • We will provide advice on individual investments as and when you ask for it.
  • You take responsibility for the ongoing monitoring and suitability of your portfolio.
  • Benefit from the output of our expert in-house research team when making decisions.

Contact us today to discuss how our range of investment solutions can help you.   

020 7149 6437

WDX replacement - Services form


We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us

Advisory Dealing service

Is this right for you?

If you would prefer to take full responsibility for investment decisions and you are comfortable with the ongoing suitability of your portfolio, an Advisory Dealing service may be right for you. We will execute your trades and are available to provide advice on individual investments if asked, but this is a passive service, which means we will wait for you to contact us . 

Expert advice

The decision to invest lies with you, Your dedicated investment manager can provide advice on individual investments as and when you require them.

Take full responsibility

Unlike our Advisory Managed service, you take full responsibility for the ongoing monitoring and suitability of your portfolio.

Research support

Your investment adviser will have access to range of investment research to assist you in your investment decisions where requested.

Accessible wherever, whenever

With our online client portal, you can enjoy 24/7 access to view your investments, pay funds into your account and message us in a secure environment.

Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.

Your local office

Your local Charles Stanley office can help advise you on a wide range of investment management services.

Select an office