Invest

Do it yourself investing

For investors who would like to make their own investment decisions, we offer DIY investing options. You can choose to manage your investments online or through our dedicated telephone-based service.

Open an online account Service options

Take control and invest in your future today

Watch our video to find out more about our DIY investing service suited to all levels of investors and our further services to help you on your way.

Watch our video overview

Find out how you can get started on your investment journey today.

  • Understand more about our flexible and cost-effective investment platform, allowing you to choose from a range of tax-efficient accounts, including ISAs and SIPPs (Self-Invested Personal Pensions).
  • Get better insight into the performance and risk within your portfolio with our Investment Review Service.
  • If you're looking for somewhere to start, choose from one of our funds, ready-made investments managed by us.
  • We also offer OneStep Financial Plans to help with your tricky money questions.
Choose the right service for you

Investing online vs telephone

We provide you with the choice whether to manage your investments online or through our dedicated telephone-based service.

How to start your investment journey

For investors who want to make their own investment decisions, we have guidance to help you on your way.

Experienced investors

Explore our Preferred List to help you choose investments that suit your risk appetite and objectives. Alternatively self-select from over 12,500 UK & international shares, funds, gilts, bonds, investment trusts and ETFs.

Charles Stanley Funds

Choose from one of our funds, ready-made investments managed by Charles Stanley’s Investment Professionals.

Are you looking for a professionally managed service?

We provide a wide range of professionally managed 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.

Foundation Portfolio Service

I would like an expertly managed portfolio, in a cost-effective way

Straightforward way to access our investment expertise. We'll help you invest in one of our funds to suit your needs.

  • Access our advice desk whenever you want to contact us by phone or email (please note that our advice is restricted).
  • A range of five actively managed funds, and we’ll guide you to the one that most closely matches your investment objectives and risk appetite.
  • Annual review to ensure we’re managing your money in the most suitable investment strategy.
  • Minimum investment - £20,000.
Find out more
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Bespoke Investment Service

I would like a professional to manage my investments for me

Entrust a dedicated expert to make investment decisions on your behalf.

  • You’ll have direct contact with your investment manager, speaking directly to the person responsible for your portfolio.
  • We’ll construct a portfolio based on your personal circumstances, investment objectives and risk appetite.
  • We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
  • Minimum investment £200,000.
Find out more
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Advisory Investment Services

I would like advice on my investments from a professional

Get support from our experts when choosing your investments with either our Advisory Managed or Advisory Dealing Services.

  • You’ll take responsibility for your portfolio with as much or as little support from us as you want.
  • We’ll provide advice on your investments based on your personal circumstances, investment objectives and risk appetite.
  • We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
  • Minimum investment - £200,000.
Find out more
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Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.

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