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.
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 in your future 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.
First-time investors
Figuring out how to start investing might seem daunting, but it doesn’t have to be. Our helpful guides and videos seek to answer your questions to help you on your way to building wealth.
Responsible investors
Building wealth for the future is important, but increasingly people want their investments to do more than make money. Explore our Preferred List to find investments we’ve selected for their positive credentials using ESG factors.
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 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.
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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.
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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.
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Request a call back
Contact us today to discuss how our Charles Stanley can help you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)