Looking for a professional who can execute trades on your behalf? Get more from your investments with our Personal Trading service.
Discuss the stock markets with one of our trusted investment professionals over the telephone or email to help you make informed decisions. This service is also available to charities, trusts, SSASes and other corporate clients.
Personal Trading is a quick and simple way to invest. Just pick up the phone to speak to our experienced team of dealers and relationship managers. We do not provide you with advice, but with our support and insights we can help you make the most informed decisions. You remain in control of your investments.
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.
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.
Is your portfolio working for you? Get a better insight into performance and risk with a thorough investment review.
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We offer a range of accounts with our Personal Trading service.
Make your savings work harder with our flexible ISA. Shelter up to £20,000 from capital gains, and investment income taxes each tax year.
Start investing today with a wide range of funds and shares or transfer and consolidate any existing holdings.
Create more opportunities for your retirement by saving within a SIPP. Pay in up to £60,000 per tax year, get tax relief on your investments and pay no capital gains or income taxes on your investments.
Give your children a financial head start with our JISA. Shelter up to £9,000 from capital gains, and investment income taxes each tax year.
Speak to us about how we can help you manage your SSAS, Trust, Charity or corporate accounts.
Account opening is managed through the relationship team in Beverley. Contact us and we’ll help you set up your accounts. We’ll send out all the forms you need to get you started. Once we have carried out identity and anti money-laundering checks, you can set up your accounts and start investing.
Charles Stanley Direct Personal Trading is for self-directed investors. This means we are unable to offer advice on your investments. We do provide guidance, however. This can be through our Preferred List of investments, regular insights on the web, and through personal conversations with the relationship team.
Yes, individuals can transfer general investment accounts, SIPPs and ISAs to Charles Stanley. Consolidating your investments in one place makes it easier to keep track of where you are.
Trusts and corporates (including SSASes) can also transfer to the Charles Stanley platform and benefit from our wide range of investments.
Personal Trading is suited to all levels of investor. Our helpful guides and short videos are designed to answer any questions you might have about the basics of investing to help you build confidence in your financial future. Speaking to the relationship team can help you assess your investment rationales from an objective viewpoint.
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)