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 Charles Stanley fund.
- Access advice at any time through our Advice Desk. This advice is ‘restricted’ as set out below.
- 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.
- £20,000 minimum investment.
Contact us today to find out how we can help you.
020 7149 6437
Personal Portfolio Service
Is this right for you?
The Personal Portfolio Service offers a range of five professionally managed Charles Stanley 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.
Advice on request
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 Charles Stanley 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
Restricted advice service
The Personal Portfolio Service is classified as a ‘restricted’ Advisory Dealing service since, when providing investment advice, our Advice Desk will only consider whether one or more of our professionally managed Charles Stanley Funds is suitable for you. You will not be able to purchase other investments within your Personal Portfolio Service account, and we will not advise you on whether other investments may also be suitable for your requirements.
Trading investments over the phone
You make the investment decisions and we execute them without giving any advice.
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