Our advisory services give you control and flexibility over how you manage your portfolio.
You’ll take responsibility for your portfolio with as much or as little support from us as you want.
You can benefit from our expert in-house research team when making investment decisions.
We’ll provide advice on your investments based on your personal circumstances, investment objectives and risk appetite.
We'll monitor performance and manage risk with accurate online valuations when you want them.
We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
Minimum investment £200,000. If you are looking for a professionally managed service for lower investment levels, we have several alternative options.
The service that’s most appropriate for you will depend on how much help you’d like from our investment teams.
Work with a dedicated investment professional who understands your objectives. You’ll be fully involved in the decision-making process and will benefit from the output of our expert in-house research team. We’ll regularly monitor your portfolio to ensure it remains on track.
Get our advice on investment opportunities as and when you ask for it. You’ll take responsibility for monitoring your portfolio and making sure it remains suitable. You can also benefit from the output of our expert in-house research team when making investment decisions.
We’ve designed these services for more experienced investors who want to be involved with the day-to-day management of their investments.
of the 2021 Direct client survey respondents
are satisfied with Charles Stanley.
Respondents from our 2022 Investment Management Private Client Survey.
Cannot recommend Charles Stanley highly enough. Efficient, knowledgeable and they are understanding of my personal requirements.
Investment Management client
2022 Private Client Survey
Our Investment Manager and his team provide an exceptionally good service and are excellent at explaining options and making everything simple.
Investment Management Client
2021 Private client survey
Charles Stanley offer a fantastic and brilliant service. Very informative and timely communications with great telephone contact. Very very happy with the service I receive at Charles Stanley. Fantastic!
Investment Managment client
2020 Private client survey
Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)