What we offer

Find the right service for you

Choose from a wide range of Financial Planning, Investment Management and Account options to help you create a more secure financial future.

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How can we help you?

Plan

Planning Services

Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future.

Holistic Financial Planning to build you a financial plan that’s specifically designed to meet your needs.
Charles Stanley Direct Financial Plans provide guidance and streamlined advice around a commonly asked financial question for people who don’t have complex needs.

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Save

Account options

To make sure your money is in the right account for you, we offer a wide range of account options.

Self-Invested Personal Pensions (SIPPs)
Stock & Shares Individuals Savings Accounts (ISAs)
Individual and Joint Investment Accounts
Stock & Shares Junior Individuals Savings Accounts (JISAs) for your child or grandchild
Cash Savings accounts

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Invest

Investment Services

We provide a wide range of investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.

We offer several professionally managed investment services, from Bespoke Discretionary to Advisory Dealing
We offer a number of do-it-yourself investing options, whether you prefer to manage this online or over the phone.

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