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.
Managing investments for you
We make investment decisions on your behalf, building and managing a tailored solution for you.
Plan your financial future
We explore every aspect of your financial world, taking everything into account to create a financial plan that works for you.
Trading investments over the phone
You take complete control of your investments without any advice.
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.
Brochures & guides
Your local office
Your local Charles Stanley office can help advise you on a wide range of investment management services.
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