Services

Whether you’re saving for a large purchase, yours or your child’s future or simply trying to grow your wealth we want to help, our accounts and services provide you with the tools to help you reach your financial goals.

Discretionary and Advisory Services

Bespoke Investment Management

Investment Management - what you need to know:

Holistic Wealth Management

Financial Planning - what you need to know:

Not sure where to start

What are your priorities?

I want to be able to access my investments whenever I like.

I'm happy for my investments to be tied up for the longer term.

I'd like some advice and/or would prefer to hand over day to day management of my investments.

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I have not used my ISA allowance for the current tax year.

I have used my ISA allowance for the current tax year.

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I want to invest tax efficiently with no restrictions.

I want to save into a pension.

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I need help with managing my investments.

I require assistance with my financial planning.

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Consider a Stocks & Shares ISA

A Stocks & Shares ISA is a great way to invest while sheltering your investments from further tax, they offer the possibility of a higher return than cash ISAs and you have control over when, where and what you invest in.

LEARN MORE ABOUT A STOCKS & SHARES ISA

* Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. If you are unsure of the suitability of your investment please seek professional financial advice.

Open or transfer existing ISAs and take advantage of low-cost tax-free investing, up to £15,240 this tax year

Consider an Investment Account

Should you have already taken advantage of your ISA allowance, our Investment Account provides a great way to access our range of investment choice outside of a tax wrapper and you have control over when, where and what you invest in.

LEARN MORE ABOUT AN INVESTMENT ACCOUNT

* Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. If you are unsure of the suitability of your investment please seek professional financial advice.

Open a low cost, easy to manage account and invest in a broad range of investments including shares, funds, gilts, bonds, investment trusts and ETFs.

Consider a Stocks & Shares ISA

A Stocks & Shares ISA is a great way to invest while sheltering your investments from further tax, they offer the possibility of a higher return than cash ISAs and you have control over when, where and what you invest in.

LEARN MORE ABOUT A STOCKS & SHARES ISA

* Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. If you are unsure of the suitability of your investment please seek professional financial advice.

Open or transfer existing ISAs and take advantage of low-cost tax-free investing, up to £15,240 this tax year

Consider a SIPP

A SIPP is a tax efficeint way to save for retirement, you benefit from tax relief on your contributions and flexibilty at retirement. Our SIPP provides you with wide investment choice and you have control over when, where and what you invest in.

LEARN MORE ABOUT A SIPP

* Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. If you are unsure of the suitability of your investment please seek professional financial advice.

Open and/or transfer exisitng pensions into our low-cost SIPP account as cash or stock.

Investment Management from Charles Stanley

The wider Charles Stanley Group offer a range of bespoke investment management services including discretionary and advisory management. This service lets you choose how actively involved you want to be in the management of your investments depending upon how confident you are.

LEARN MORE MAKE AN ENQUIRY

Financial Planning from Charles Stanley

The wider Charles Stanley Group offers a holistic financial planning service, incorporating investment management from our investment management team, retirement planning, protection planning, trust and inheritance planning, tax and capital gains tax planning as well as a range of other services.

LEARN MORE MAKE AN ENQUIRY
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