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Individuals

Personal Portfolio Service

Combining high-quality, focused investment management with a rich service experience.

  • Take advantage of the expertise and insights of a leading Wealth Manager. 
  • Invest your money in a suitable professionally managed fund.
  • Access advice at any time through our Advice Desk.
  • Annual reviews ensure that your money continues to be invested in a suitable fund. 
  • Stay updated through our secure online client portal My Charles Stanley.
  • If the PPS no longer meets your requirements, our Advice Desk will be happy to discuss alternative options with you.
  • £20,000 minimum investment.

Contact us today to find out how we can help you. 

020 7149 6437

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Personal Portfolio Service

Is this right for you?

The Personal Portfolio Service offers a range of five professionally managed funds to clients who are looking for a personal investment service, but may not find it cost-effective to invest in a traditional discretionary managed portfolio.

Ongoing advice

We believe that all investors should have access to a high level of personal service and expert advice. That is why our dedicated Advice Desk will help you every step of the way.

Invest with confidence

Our team of fund managers actively manage each fund to ensure we take full advantage of opportunities and mitigate threats. Risk is spread widely across a diverse range of asset classes so you can feel confident that your investments are in safe hands.

Access to expert thinking

Our fund managers are supported by the experience and expertise of our in-house research analysts and a wide range of external market resources.

A range of funds to invest in

Designed with versatility in mind, each fund has been built to meet a specific risk profile and aims to achieve a targeted level of return. So whether you are comfortable taking greater risk or favour a more cautious approach, we are likely to have a fund to suit your individual requirements.

Cost conscious

We use the best approach, be it active, passive or direct investments. This allows us to remain conscious of costs so your investment is always working hard.

Accessible wherever, whenever

You can enjoy 24/7 access to view your investments and message us in a secure environment via our online client portal, My Charles Stanley.

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.

Making the most of PPS

The benefits of PPS can also include providing tax-efficient savings if held in an ISA or SIPP. We cannot provide you with an individual recommendation about whether to use an ISA or a SIPP as part of the PPS, but individual advice on this and other matters is available for an additional fee.

  • Flexible ISAs
  • Self-Invested Personal Pensions