Invest

Do it yourself investing

For investors who would like to manage their own investments, we offer the choice to manage your investments online or through our dedicated telephone-based service.

Open an online account Our telephone service

How to start your investment journey

For investors who want to make their own investment decisions, choose our Direct Investment Service. To help you get started we have guidance to help you on your way.

Direct Investment Service

Invest with confidence using our first-class service to implement your investment decisions, through our secure platform and app.

Preferred List

Our curated list of preferred investments covering funds and investment trusts allows you to filter by investment type or sector and look at options for responsible investing.

Charles Stanley Funds

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

Telephone Direct Investment Service

Manage your investments with our highly experienced dealers

Get a more personalised service through our dedicated telephone-based Direct Investment Service.

You will be able to confidently manage your investments with our highly experienced team, who are always on-hand to support you every step of the way. They will talk you through the process and take instructions directly over the phone. This service is ideal if you are not entirely comfortable managing your investments online or if you have specific needs that you would like to discuss with our knowledgeable team.

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 suited to your needs.

  • Access to 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.
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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 Service

I would like advice on my investments from a professional

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

  • You’ll take responsibility for your portfolio with as much or as little support from us as you want.
  • We’ll provide advise 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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Contact us today to discuss how our Charles Stanley can help you.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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