Do it yourself investing

Personal Trading

Do it yourself investing

Personal Trading

Looking for a professional who can execute trades on your behalf? Get more from your investments with our Personal Trading service.

Request a call back Rates and charges

The benefits of 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.

Access

The Personal Trading service provides a full suite of investment opportunities. Access global markets and investment types from funds to equities and bonds, with a low service fee of 0.35%.

Insights

Discuss investment ideas with our Personal Trading team to get an independent view of the markets, or political and economic developments.

Control

Although you can discuss investment ideas with the team, they will not tell you which investments to buy, or put you into investments you neither want nor like.

Ease

Monthly Direct Debits mean your account is automatically funded and ready to trade when you are.

Why Personal Trading could be ideal for you

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.

Investment Portfolio Review

Is your portfolio working for you? Get a better insight into performance and risk with a thorough investment review.

Don't just take our word for it

Choose the right account for you

We offer a range of accounts with our Personal Trading service.

Account options

Stocks & Shares ISA

Make your savings work harder with our flexible ISA. Shelter up to £20,000 from capital gains, and investment income taxes each tax year.

Account options

Investment Account

Start investing today with a wide range of funds and shares or transfer and consolidate any existing holdings.

Account options

Self-Invested Personal Pension

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.

Account options

Junior Stocks & Shares ISA

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.

Corporate clients

Speak to us about how we can help you manage your SSAS, Trust, Charity or corporate accounts.

Frequently asked questions

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.

Request a call back

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)

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