Professionally Managed Services
Advisory Investment Service
Financial investment advice from a dedicated investment professional who understands your objectives to manage your portfolio. We’ll regularly monitor your portfolio to ensure it remains on track.
How our Advisory Investment Service can help you
Our service give you control and flexibility over how you manage your investment portfolio.
Work in close partnership with a dedicated Investment Manager to help you reach the best outcome.
You’ll be involved in the decision-making process and will benefit from the output of our expert in-house research team across a range of asset classes, including equities, fixed income and funds.
We’ll provide personalised and professional investment advice 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.
Why our Advisory Investment Service could be ideal for you
This service is designed for more experienced investors with years of experience who want to be involved with the day-to-day management of their investment portfolio.
Passionate about the markets
You enjoy following the day-to-day events in financial markets and want to take control of assessing asset allocation, stock market opportunities and managing risks.
Knowledge and experienced
You understand what it takes to be a successful investor and can dedicate the time and attention necessary for managing a portfolio, drawing upon your past experiences.
Support when you need it
Our service is ideal if you’re comfortable with the investment process with the reassurance that we’re here to guide you with investment advice when you need it.
Stay in control
If you’re prepared to take full responsibility for investment strategy and decisions, then you can buy and sell investments through our advisory dealing service.
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Don't just take our word for it
Providing high quality service to our clients
Client satisfaction
92%
Overall satisfaction
We are a people-driven business - offering a truly personal service is at the heart of what we do.
Respondents from our 2024 Private Client Survey.
Request a call back
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)
Frequently asked questions
What are Investment Advisory Services?
Investment advisory services are offered by wealth management firms by investment professionals, providing expert advice to help individuals or organisations to manage their investments.
Is Charles Stanley’s Advisory Investment Service suitable for high-net-worth individuals?
The minimum investment is £200,000. If you are looking for a professionally managed service for lower investment levels, we have several alternative options.
What are the key benefits of using Charles Stanley’s Advisory Investment Service compared to managing investments independently?
With our service, you’ll benefit from the expertise and experience of a dedicated Investment Manager. They’ll provide you with personalised investment recommendations, based on your financial advisers and risk appetite.
How does Charles Stanley's Advisory Investment Service differ from traditional discretionary services?
Our Advisory Investment Service is different from traditional discretionary services as it allows you control and flexibility over how you manage your investment portfolio.