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Advisory Managed Service

We recommend investments - you decide

For those clients who are comfortable with the investment process, they may want to take the lead with the investment decisions in conjunction with a professional Investment Manager.

  • Working in partnership with your dedicated investment professional who will understand your long term financial objectives.
  • Ensure you are fully involved in the decision-making process.
  • Benefit from the output of our expert in-house research team when making decisions.
  • We will regularly monitor your portfolio to ensure it remains on track to achieving your objectives.

Contact us today to discuss how our range of investment solutions can help you.   

020 7149 6437

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Advisory Managed Investment Management

Is this right for you?

You may be an experienced investor who wants to take a more active role in the investment decisions.

Active involvement

With our Advisory Managed service, the final decision to invest lies with you.

A collaborative approach

Work in close partnership with a dedicated investment manager to help your reach the best outcome.

Truly personal advice

Working closely with you to understand your ambitions, concerns and attitude towards risk, we will provide personalised and proactive advice.

Accessible wherever, whenever

With our online client portal, you can enjoy 24/7 access to view your investments, pay funds into your account and message us in a secure environment.

Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned, so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.

Your local office

Your local Charles Stanley office can help advise you on a wide range of investment management services.

Select an office